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I employ a planning based approach with each client relationship. This process integrates the clients immediate and long-term needs including management of concentrated stock and stock options, insurance, retirement planning, estate planning, and trust services, as well as strategic borrowing such as home mortgages and securities-based loans. I also work with Merrill Lynch's research analysts and experts from other top money management firms to create my investment process with the goal of minimizing risk and maximizing after-tax, net of fee returns. I do this through the use of a Global asset allocation emphasizing the use of non-correlating assets including Hedge Funds and Managed Futures for qualified investors. I focus on plan implementation including portfolio analysis, asset allocation and investment selection. I graduated with a finance degree from East Carolina University.  My current hobbies are running.  I have ran the Carlsbad and La Jolla Half Marathon this year and am registered to run the San Francisco and San Diego Half Marathon’s.