With almost 2 decades of experience, I’ve been assisting individuals across a broad array of topics such as trust services, retirement planning, philanthropy management and business planning. While taking a long-term approach, I help develop and implement effective strategies designed to build wealth with the goals of my clients in mind. From endowments and foundations to individual professionals in the LGBT community, I’ve developed a dynamic practice that includes a broad range of clients that seek sage advice from a seasoned advisor that's able to provide access to an industry leading investment platform, comprehensive lending resources, and a wide range of subject matter experts.
Prior to joining Morgan Stanley, I spent 9 years at Wells Fargo Advisors after working for UBS Financial Services for 8 years. In addition to holding a Bachelor of Arts in Business Administration from the Drury University, I hold a Certified Financial Planner (CFP®) designation after completing extensive additional education, examinations and meeting the experience requirements of the Certified Financial Board of Standards, Inc.
As the circumstances that surround your life continue to evolve, so must your portfolio. With this in mind, we’ll continue to work together to ensure that the investment strategies that we’re implementing are in line with your objectives. For additional areas of support such as tax law, I’ll leverage the intellectual capital of Morgan Stanley to ensure that your plan will continue to preserve and protect your wealth - now and for generations to come.
Services Include
- Wealth Management
- Financial Planning
- Estate Planning Strategies
- Life Insurance
- Endowments and FoundationsFootnote5
- LGBT+ Planning Services
- Trust Services
- Philanthropic Management
- Business Planning
Securities Agent: ID, AL, WY, WV, PA, OR, NY, MA, KS, DC, CO, WA, RI, NC, MT, DE, CT, CA, VT, TN, NJ, FL, NV, LA, WI, SC, OK, NM, NE, MO, MN, IA, UT, AK, SD, VI, VA, OH, ND, MI, ME, KY, IN, IL, GA, AZ, MD, TX, NH, MS, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2524434
CA Insurance License #: OL98952