As a Financial Advisor with The Northern Rocky Mountain Group at Morgan Stanley, I am committed to helping our clients achieve their financial goals and attain the lifestyle they envision. My business partner, Patrick Lewis, and I have amassed over 35 years of industry experience, and we understand that each client's financial situation is unique. With this in mind, we offer tailored advice and guidance to help navigate the complexities of wealth management.
I employ a systematic financial planning process that involves developing customized strategies aligned with clients’ objectives, risk tolerance, and time horizon. I work closely with my clients to comprehensively understand their financial standing, goals, and aspirations, and I collaborate with a network of specialists to provide a holistic approach to wealth management.
I pride myself on delivering the highest level of service, ensuring that my clients receive regular portfolio updates and scheduled meetings to review their progress toward each goal. Our team has a proven track record of assisting clients in building and preserving their wealth through different market cycles and fostering long-term relationships founded on trust.
Partnering with Morgan Stanley has allowed us to provide top-tier market research and advanced industry technology, giving us a competitive edge in providing a unique service experience that truly sets us apart. As a mother of two children, I understand the struggle and pressure families face while trying to build generational wealth and stability. Getting into this industry has changed my life, providing me with invaluable knowledge and resources; my passion and my goal is to impart this knowledge to my clients and guide them toward financial well-being.
Services Include
- Retirement Planning
- Business Planning
- Wealth Management
- Planning for Education Funding
- Life Insurance
- Cash Management and Lending ProductsFootnote6
- Financial Planning
- Estate Planning Strategies
Securities Agent: MT, AR, MI, TN, NV, NJ, NC, MN, DC, SC, KY, KS, IL, WY, OH, GA, VA, CO, UT, TX, PA, DE, MD, MA, AZ, NY, NM, MO, ID, SD, WV, NH, ME, IN, CA, WA, OR, OK, ND, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2460331