Named to Forbes "Top Next-Generation Advisors" list, September 2021, 2020, 2018, and 2017. Named to Forbes "Best-in-State Next-Generation Advisors" list in 2019. As a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., I design goals based financial strategies, and strive to optimize both the asset and credit side of your personal balance sheet by assisting in the areas of retirement, tax minimization, wealth transfer and legacy planning strategies to solve your most pressing financial concerns. To achieve your goals based financial strategies, I recommend tailored investment solutions to address your risk tolerance, time horizon, liquidity needs, and overall investment goals. This enables you an institutional caliber approach to investing, and belief that diversification is fundamental to long-term wealth creation and risk management. I leverage multiple channels of communication and am committed to coordinating your finances with your other professional advisors. I'm originally from Coral Gables, Florida, but grew up in Charlottesville, Virginia, and graduated from Brown University with a B.A. in Economics and History. My wife, Elizabeth, three children, and I live in Alexandria, Virginia, and in my free time I enjoy spending time with my family, playing golf, skiing, and biking. I'm also an avid Washington Nationals fan. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP in the U.S. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo. 