I joined the Merrill Lynch team in July of 2011. We oversee the finances of a small group of successful business owners and families. Our approach is designed to give clients a personal feel while using the vast global experience of a world class financial services firm. Through a disciplined approach we follow a process to establish your vision of the future. Then we develop a plan to get you where you want to go. My team has the ability to make thoughtful and timely decisions to keep our clients portfolios aligned with it's objectives. By following your custom plan we can keep our focus on delivering maximum value to you.
Before joining Merrill Lynch I played professional hockey for 16 years on 4 NHL teams and various minor league teams as well. In 2002 while playing in Raleigh, NC for the Carolina Hurricanes, I settled in Raleigh where I continue to reside with my wife Jacqueline and our three children, Layla, Kane, and Shea. I enjoy giving back and have actively volunteered with The Kids N Community Foundation, The Jimmy V Foundation, The John Avery Boys and Girls Club, and The Advancing the Heart Organization.