As a member of Cross, Ragsdale & Associates I focus on building a strong relationship with each client to help ensure all components of wealth management and their financial strategy is addressed and simplified. By utilizing a holistic approach, we identify a client's needs and personal goals. With a goals based approach we develop a tailored financial strategy that is unique to each individual and is utilized to help guide them throughout their financial lives. We look to partner with our clients attorneys, CPA's and other specialists to help make sure our client's financial picture is simplified. Our Team's focus is on building trust with our clients and to always ensure their needs are met.

I joined Merrill in 2021, after coming over from another firm. I was intrigued by the team aspect and the service model Merrill provide clients. As a previous sole practicing advisor, I am excited to be able to assist existing and new clients meet their goals with a great team of professionals with many years of experience on my side. I bring a background in Financial Planning as a CERTIFIED FINANCIAL PLANNER® professional, with a focused holistic approach when it comes to servicing clients and meeting their needs.

When not in the office I enjoy reading good books, and spending time with my family and friends. I am a graduate of Michigan State University and enjoy watching Michigan State Athletics. I live in Laingsburg, Michigan with my wife Hayley and son Elijah.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.