I am a Financial Advisor with Merrill Lynch Wealth Management based in Northern Virginia. I work primarily with business owners, developers, and real estate investors and enjoy helping simplify complex financial decisions around growth, liquidity, and long term planning.
Much of my work involves structuring thoughtful financial solutions for complicated situations, including access to capital, cash and liquidity management, lending strategies such as LMA, and planning around exits and liquidity events. The Bank of America and Merrill platform allows us to support clients beyond traditional investment management, offering a more complete, integrated financial approach.
I believe strong financial planning should create clarity, align with personal values, and support both business objectives and family goals. I enjoy learning from builders and developers and contributing where I can through thoughtful discussion and practical insight.
On a personal note, I am a father of three and part of a large extended family. My in laws live just a few houses up the street, so family life is always active. Outside of work, I enjoy being outdoors, biking, and taking road trips whenever possible.