My Mission Statement
Developing tailored investment strategies and providing first-class service to help you achieve your unique financial goals.
My Story and Services
I began my career as a Financial Advisor with Morgan Stanley in 2020. I chose this industry for the ability to impact clients' lives for the better; helping them to achieve the goals they have set and provide the lifestyle and experiences they've envisioned for themselves and their family. I thrive on helping my clients achieve a sense of comfort in a complex environment through creating and monitoring financial plans.
I am passionate about this business because I have seen the value that sound financial advice can add to the lives of individuals and their families. I have also seen value be destroyed by the lack of advice and want to make sure all of my clients end up in the former bucket. To do this, I provide holistic financial planning combined with a modern wealth management approach to create an efficient, enjoyable experience for my clients.
I graduated from the University of Arkansas with both a BSBA and Masters in Accounting. Along with my accounting background, I also hold a Certified Public Accountant (CPA) license (non-practicing at Morgan Stanley). I have prior experience working in the Oil & Gas industry and have developed a deep understanding of the needs of individuals in this industry.
I have had diverse experiences, across the US and internationally, with all demographics, and I am currently conversational in Portuguese. Outside of work, I enjoy playing basketball & volleyball, running, competing in triathlons, and traveling. I am also dedicated to philanthropy with both the United Way, supporting the Community Investment process, and Habitat for Humanity.
I am passionate about this business because I have seen the value that sound financial advice can add to the lives of individuals and their families. I have also seen value be destroyed by the lack of advice and want to make sure all of my clients end up in the former bucket. To do this, I provide holistic financial planning combined with a modern wealth management approach to create an efficient, enjoyable experience for my clients.
I graduated from the University of Arkansas with both a BSBA and Masters in Accounting. Along with my accounting background, I also hold a Certified Public Accountant (CPA) license (non-practicing at Morgan Stanley). I have prior experience working in the Oil & Gas industry and have developed a deep understanding of the needs of individuals in this industry.
I have had diverse experiences, across the US and internationally, with all demographics, and I am currently conversational in Portuguese. Outside of work, I enjoy playing basketball & volleyball, running, competing in triathlons, and traveling. I am also dedicated to philanthropy with both the United Way, supporting the Community Investment process, and Habitat for Humanity.
Securities Agent: NV, CO, OR, NC, MS, LA, CT, AR, OH, FL, WI, WA, SC, PA, NY, NM, MT, IN, DC, CA, OK, MA, GA, VA, TN, NE, MN, RI, MD, HI, TX, SD, IL, AZ, AL, MI, KS, IA, NJ, MO, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 2102635
NMLS#: 2102635
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Real Advice for Each Client's Situation
In my practice, I work with a large demographic of individuals and families from all over the country helping guide them through the financial planning process. Below are some of the types of clients I have dedicated my career to servicing:
• Senior corporate executives and directors
• Successful business owners and entrepreneurs
• Professional athletes
• Ultra-High Net Worth families looking to leave a lasting legacy transcending generations
• Individuals who have achieved considerable financial success and require assistance dealing with the complexities that come with this level of wealth
• Senior corporate executives and directors
• Successful business owners and entrepreneurs
• Professional athletes
• Ultra-High Net Worth families looking to leave a lasting legacy transcending generations
• Individuals who have achieved considerable financial success and require assistance dealing with the complexities that come with this level of wealth
Services I Offer
- Comprehensive Financial Planning
- Investment Management
- Tax Efficient Investing
- Private Banking Services
- Legacy and Transfer Planning
Working With You
I believe that charting a clear course to financial success begins with understanding your values, priorities, and aspirations. Together, we will define what is most important to you and your family and then develop the strategies to help get you there with a customized financial plan focused on you. Through each step, I will provide objective advice and investment insights to construct a plan that is personalized to your needs and goals. Below is a step by step process I use to make sure each of my clients gets the level of care they deserve.
Step 1: Get to Know Each Other
• Listen carefully to understand what is important to you, your family, and your legacy
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
Step 2: Assess Your Finances
• Gather important data, documents, and financial statements
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan using proprietary tools and insights from Morgan Stanley
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to monitor progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Helping You Leave a Legacy that Transcends Generations
Managing your family’s wealth is about so much more than simply attaining a desired return. I work with my clients and their families to plan for both the present and the future. Our goal is to get all generations involved and set out a plan so that your hard earned wealth transcends generations and lasts long after you are gone. We will set up a strategy to help make sure your children and grandchildren are taken care of. Whether this involves estate planning strategies, insurance planning, or just taking a longer term view on your investment horizon, the I am here to guide you through this complicated process.
How We Help
- Create a Comprehensive Financial Plan
- Long Term Investment Solutions
- Getting Your Heirs Involved
- Education and College Planning
- Risk Management and Insurance P
- Work with your Estate Attorney and CPA
- Charitable Giving and Gifting Strategies
- Cash Management and Lending Solutions
- Alternative Investment Solutions
Location
2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Direct:
(713) 966-6834(713) 966-6834
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Andrew Pisechko today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
