Welcome

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.

As a Financial Advisor, I am committed to building a relationship of trust in which I can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, I hope you come to regard me as a valued resource–professional who can help you make a more informed decision of any financial issue.

My most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • Estate Planning Strategies1
  • Business Succession Planning2
  • Planning for Education Funding3
  • Municipal Bonds4
  • 401(k) Rollovers
  • Alternative Investments5
  • Annuities6
  • Art Advisory7
  • Philanthropic Services
  • Professional Portfolio Management8
  • Retirement Planning9
  • Trust Accounts10
Securities Agent: TX, OR, WA, NY, NV, NC, IL, ID, FL, DC, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1332040
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Biography

With over 30 years of experience as a financial advisor, I offer you a seasoned professional who is competent to assist you in making life-changing financial decisions.
I graduated from the University of Nevada, Reno in Business Administration and Finance (with Distinction), knowing what I wanted to do with my future. In college, I was the founding President of the Financial Management Association at the University of Nevada, Reno and a member of Delta Sigma Pi and the Student Orientation Staff for the University. After graduation, I immediately embarked on my career as a Financial Advisor.
I believe a balanced life is the essence of happiness. As such, I have been dedicated in helping my community be a better place to live and work by contributing my time and effort with Non-Profit Organizations for most of my adult life. In Reno, NV, I held the position of Chairman of the Board of Washoe ARC as well as spending over 15 years as an executive board and board member. I also spent 5 years on the Investment Committee for the Nevada Women’s Fund and was also a founding board member of the Sierra Stars, a group of women supporting the Sierra Arts Foundation. I was also an executive board member of AAUW (American Association for University Women) for the Incline, Nevada branch and served on the board of the Nevada Women’s Lobby creating a spreadsheet to help women voters in the state know where the candidates stood on women’s issues. I was a member of the Junior League of Reno Community Advisory Board and devoted my time to volunteering at my daughter’s private school. I am currently the President-Elect and past Treasurer of the Medford Rotary Club (Paul Harris Fellow) and will be the President of our Club in 2019. I am also a Community Board Member and Investment Committee member of the Rogue Manor Foundation and am supporting the Kerulos Foundation, Holly Theatre, Britt Festival, Oregon Shakespeare Festival, Ashland Emergency Food Bank, AIFF, among numerous other local charities.
My family and I spent two years in Tucson, AZ expanding our horizons as well as my business, and supporting SAACA and Tohono Chul. We moved to the Rogue Valley in 2014.
In my spare time, I enjoy traveling, golfing, and tennis as a member of the Rogue Valley Country Club, hiking, reading, wine, cooking, skiing, gardening, beekeeping, and spending time with my family.

    Education

    • Bachelor of Science in Business Administration Degree in Finance with Distinction, 1988, University of Nevada, Reno
    • Insurance License for the following states: OR, AZ, CA, NV, WA, UT
    • Series 3 Licensed

    Experience

    1988 - 1992: Financial Advisor and Associate Vice President with Dean Witter Reynolds, Inc. in Reno, NV

    1992 - 2001: Financial Advisor and First Vice President with Prudential Securities in Reno, NV

    2001 - Present: Financial Advisor and First Vice President, Wealth Management with Smith Barney, now Morgan Stanley Wealth Management
       • Achieved titles of Senior Investment Management Consultant and Financial Planning Specialist
       • Worked in Tucson, AZ branch in October of 2012 to October of 2014. Currently in Medford, OR branch since November of 2014.

      Associations

      • Member of Ashland Indpendent Film Festival
      • Volunteer of PowerPack Program at Washington Elementary School
      • President Elect of Medford Rotary Club
      • Member of Oregon Shakespeare Festival
      • Supporter of Holly Theatre project
      • Board Member of the Rogue Manor Foundation
      • Finance and Investment Committee Member of the Rogue Manor Foundation

      Client Service Team

      • Lisa Eustice, Senior Registered Associate

      Location

      680 Biddle Rd
      Medford, OR 97504
      US
      Direct:
      (541) 618-6405(541) 618-6405
      Toll-Free:
      (800) 547-1741(800) 547-1741
      Fax:
      (541) 773-1720(541) 773-1720

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

      8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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