I am a Senior Financial Advisor in Merrill's Buffalo office working with individuals and small businesses to offer custom investment advice and guidance. I use Merrill's extensive resources and tools to the advantage of clients. My top priorities are client satisfaction and consistency. I work hard to achieve these priorities by always maintaining open lines of communication and availability to clients. I am a specially qualified Portfolio Manager in Merrill's asset management platform. This designation means I can help clients pursue their objectives by managing custom investment strategies on a discretionary basis, utilizing Merrill research and third-party investment strategies. I am also specially qualified as a Certified Fiduciary Plan Advisor (CPFA) professional. The designation is granted from the National Association of Plan Advisors (NAPA), a part of the American Retirement Association. Prior to joining Merrill Lynch Wealth Management I was a consumer lender at Wells Fargo. I'm a Canisius College graduate and a native Buffalonian residing in the Elmwood Village area of Buffalo with my wife Lauren, and our children Grace, Charlie and Sam. During down time I enjoy spending time with my family, playing golf and watching our Sabres and Bills.