As your Financial Advisor, I help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, you will become a valued client of The McLennan-Hix Group at Morgan Stanley and will have access to some of the world's most seasoned and respected investment professionals.
Throughout my career, my single focus has always been to do the right thing for the client, taking into consideration their interests and the causes they support. I joined Morgan Stanley in 2009 and have been able to serve a variety of clients locally, as well as around the country and world. Prior to my career with Morgan Stanley, I worked as a Field Trainer and Agent for Bankers Life from 2004 - 2006 before becoming a Field Manager for Great American Senior Benefits from 2006 - 2009.
Please contact me if you would like to have a conversation about your financial goals.
Services
- Financial Planning
- Retirement Planning
- Wealth Management
- Estate Planning Strategies
- Asset Management
- Employer Retirement Services
- Philanthropic Services
- Long Term Care Insurance
- Cash Management
- Access to Lending Services
- Fixed Income
- Municipal Bonds
- Qualified Plans
Securities Agent: AZ, FL, TX, RI, PA, MT, MN, OR, MA, WA, CT, AL, NY, IN, VA, SC, NJ, LA, CO, UT, WI, OH, ME, MD, KY, CA, AR, MO, IL, HI, GA, ID, TN, NC, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1253170