As an advisor, I help clients determine their “why’s and what’s possible.” Given my background in the medical field, many of those clients are chiropractors, dentists and other medical professionals. I recognize the challenges they face and the opportunities I can offer. In many cases, I introduce them to the firm’s practice solutions, which can be customized on their behalf.

Running my practice with a focus on excellent service and meaningful results, I also work closely with successful business owners, executives and generations of their families.

WHY DID I COME TO MERRILL?

To provide clients with a full range of tailored strategies and solutions for both sides of their balance sheets – assets and liabilities. Merrill’s investment research is among the best. And through Bank of America, I can offer access to residential, securities-based and business lending.

WHY DO CLIENTS COME TO ME?

I believe they value the relationship. Often, I hear that a previous advisor focused only on investments, not on a client’s mindset and motivations. I want to know about a client’s most cherished goals and greatest fears. From there, I can design a strategy that addresses their vision for themselves and the people they love

WHAT DO I ENJOY?

• Helping entire families organize their affairs and build generational wealth. I am detail-oriented and often review multiple documents to help clients pass along wealth efficiently. I also find time to educate “the next generation” in clients’ families, so that the lessons of hard work, smart financial habits and family values can be shared.

• Attending the I-town Church with my family, where I participate in community projects and deliver food. I am also a runner whose training follows my own investment advice (slow wins the race).

• Spending time with “my why” – my family. My wife co-founded a private school system, Acton Academy Fishers, and now serves as head-of school. We have two daughters, one son and a miniature Labradoodle.