I joined Merrill Lynch in the summer of 2015. I provide my clients with personalized financial strategies using a goals-based wealth management approach. I work to understand my client's long-term goals and life priorities. I often partner with my client's accountants, estate planners and other financial professionals to help create the most efficient strategy. I graduated from Northern Illinois University. My wife and I recently moved to Northbrook. I enjoy Chicago sports and playing golf. In 2021 I achieved my CERTIFIED FINANCIAL PLANNERâ„¢ certification.