As a Merrill Senior Financial Advisor, my objective is to develop long-term financial advisory relationships that are customized to each and every client. It is my practice to promote a systematic approach to planning and investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill, I am able to provide individuals and businesses with a myriad of personally tailored strategies including long range wealth management plans, establishment of trusts, and succession planning. Based in Merrill's downtown Houston office, I uses a variety of specialists to offer clients a wide array of services. These include alternative investments, separately managed accounts, cash management, stock option analysis, retirement planning, and wealth preservation and transfer services. I have worked for Merrill Lynch Wealth Management since 2001. I was raised in the Midwest and moved to Houston in 1970. I am married to a native Houstonian, Rodney, who practices law. We have three beautiful and talented daughters. I am involved in The Assistance League of Houston, a non profit organization that provides clothing for elementary school aged children and scholarships for high school students in need. I sing with a jazz trio, Night Train, act in community theater, and play bridge and golf in my spare time! *CRPC and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.