I joined Merrill Lynch Wealth Management in 2016 after ten years in Madison, Wisconsin where I worked at a rapidly growing healthcare software company and directly managed projects in excess of $1BB. At Merrill I focus on the unique needs of high net-worth families, healthcare professionals, non-profits and those working in the tech sector. I am a partner with the Plowshay-Jenkins Group which has over 50 years of combined experience in investing and wealth management. I have completed the CFP certification. I have extensive and ongoing training in wealth management planning, estate planning strategies, insurance, investments, taxes, employee benefits and retirement planning. Within the Plowshay-Jenkins Group I assist in developing new client relationships and managing existing ones. By using the vast resources at Merrill Lynch Wealth Management and access to Bank of America banking products, I am committed to crafting strategies designed to help clients pursue their goals while building, managing and preserving their wealth for future generations. I live in Parker with my wife Julie, an actively practicing physician, and my children Patrick, Carolyn and Ethan. *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.