There’s a lot riding on your investments: Your children’s education, a successful retirement, and the freedom to follow your dreams. That’s why it’s important to find a Financial Advisor with advanced designations, a deep level of market knowledge and the experience of having successfully weathered many types of market conditions.
As a designated Senior Portfolio Management Director, I am able to focus on building and managing investment portfolios that are tailored to meet your goals. Since 1995, I’ve worked with clients to build clear, thoughtful financial plans that are designed to meet the test of time. As we implement those plans, I provide you with a wide range of financial services, including 401(K) rollovers, asset management, business planning, cash management, commodities, corporate retirement plans, education planning, endowments and foundations, estate planning strategies, exchange traded funds, executive financial services, institutional services, access to lending services, municipal bonds, professional portfolio management, retirement planning, and wealth management.
I began my career in the financial services industry in 1995 with Dean Witter, after earning a Bachelor of Arts in Business Administration from Walla Walla University. I earned my Certified Investment Management Analyst® (CIMA®) designation from the Investment Management Consultants Association through The Wharton School at the University of Pennsylvania. I’ve been at Morgan Stanley since 2009, and enjoyed a partnership with Financial Advisor and municipal bond specialist Tony Fisher until his retirement in 2017. I am a member of the Investment Management Consultants Association and serve on the Friends of Doernbecher Board.
Outside of work, I enjoy traveling, playing basketball, boating, and family outings with my wife, Erica, our three boys and our big, friendly, furry Bernese Mountain Dog.
Services Include
- Executive Financial Services
- 401(k) Rollovers
- Trust Services
- Alternative Investments
- Trust Accounts
- Executive Benefit Services
- Divorce Financial Analysis
- Asset Management
- Business Planning
- Annuities
Securities Agent: AL, VT, UT, MS, WV, NM, MT, IL, IA, CA, AZ, OR, OK, NJ, MO, ME, LA, IN, RI, PA, OH, KS, AR, WY, NV, VA, NE, ND, NC, MI, FL, CO, MN, ID, DE, CT, WA, TX, TN, SD, SC, NY, NH, MA, AK, DC, WI, MD, KY, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261845
CA Insurance License #: 0L50264