With more than 25 years’ experience in the financial services industry, I’ve committed my practice to providing clients with the highest level of professionalism and personal service. My responsibility is to act as your personal financial life manager. Collectively, we provide our clients access to services such as wealth education, investment management, business succession planning, personal planning, private banking, trust and estate services, as well as various customized and traditional credit resources.
During our initial conversation, we ask “What would you like to accomplish with this relationship?” Once we fully understand, we utilize the resources Morgan Stanley has to offer.
This all starts with creating a plan.
Are you looking for investment and retirement planning? We have the options to provide you with the alternative investments and tax efficient strategies to protect and grow your investments. We focus on preserving your wealth, but also look to potentially enhance returns by expanding beyond the public markets, as well as generate income required in retirement and then plan for generational transfer. We work with your trust and estate attorney, CPA and our teammates to develop an action plan that incorporates your values, priorities and concerns. This is an ongoing process, and we establish a communication schedule from the start.
If you’re an entrepreneur who is growing or considering selling their business, along with your corporate attorney, we will guide you through this process along with our investment banking colleagues. For years, we have been focused on assisting business owners from start up to established CEO’s and multi-generational family businesses on strategic planning. Based on what you’re looking to achieve, we will assist with identifying the best option to transfer ownership of their company. Chances are this will be the only time you do this. Allow us to help guide you through this transition. We have the experience.
My professional experience ranges from portfolio manager, relationship advisor, investment analyst and equity trader for large sized financial service firms and hedge funds. Outside the office, my wife and I enjoy spending time with our daughter, and the fourth member of the family, our dog Luma. In addition to spending time with family, I enjoy being an assistant coach for my daughter’s softball team, golfing, hiking, reading, and traveling.
Corporate Cell Phone: (407)-951-3192