As a Merrill Lynch Senior Financial Advisor, I help simplify the complexity in my clients' financial lives by providing a comprehensive wealth management practice. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and small businesses through my commitment to provide outstanding service. Partnering with a team of specialists, I assist clients in every aspect of their financial lives and am their first point of contact. In addition, I will work closely with your CPA and Estate Planning Attorney to help ensure a fully integrated and highly personalized service. I have been a resident of Charlotte since 1993 and Lake Norman since 2001. I enjoy competitive road cycling, golf and boating on Lake Norman.