My Story and Services

As your Financial Advisor, I can 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, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: KY, TX, AZ, CA, VT, VA, GA, TN, SC, NY, WI, MI, MD, IL, CO, ID, CT, PA, NC, MS, FL, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1569118
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Plan Today to Achieve your Goals for Tomorrow

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    2025 Federal Tax Table
    Here's the 2025 Tax Tables to make sure you're informed of all changes and limits that my impact you, as well as help you keep track of all filing deadlines.
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    Business Planning
    You work hard to maintain your business and satisfy your clients - you also need to meet your own needs as well as the needs of your employees. You and your employees need to know that the hard work you perform will be rewarded. One of the ways to see your hard work pay off is by maintaining a retirement plan for your business.
    SEP or SIMPLE? Compare Your Options
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    Tax Smart Strategies for Your Retirement
    Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.
    Retirement Planning Strategies
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    Retirement Account Conversions
    By converting to a Roth IRA, you have taken a step that will potentially provide you with a tax-free income for your retirement and/or tax-free inheritance for your heirs. However, there are significant differences in how Roth IRAs are treated versus Traditional IRAs. The following questions and answers are designed to help you understand your new opportunities and limitations.
    Roth vs Traditional IRA
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    Strategies to Finance Your Business
    Growth could be within your grasp—if you can get the right financing. We can help you take the right steps towards financing your business.
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    Social Security Benefits
    If you’ve built a healthy nest egg for your retirement, you may not be relying on Social Security benefits to cover expenses when you stop working. Still, there are important considerations to keep in mind around when and how to claim Social Security that can help you make the most of your benefits for retirement and other financial goals.
    Maximize Your Retirement Benefits
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    Social Security COLA Increase
    The Social Security Administration has adjusted benefits payments annually for inflation since 1975. According to the SSA, Social Security benefits and Supplemental Security Income (SSI) payments are adjusted to reflect any increase in the cost of living as measured by the Consumer Price Index (CPI). Starting in January 2025, Social Security payments will go up by 2.5%.
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    Six Step Retirement Checkup
    We’ll help you understand the fundamentals of finance and put your resources to work, so you can plan, invest, and ultimately transition to retirement with confidence.
    Learn More

Investing for Women

Do you feel secure about you and your family's short- and long-term well-being? How confident are you in your ability to manage your finances? Are your investments aligned with your core values and beliefs?
Charitable Giving that Benefits Women
Helping women get ahead can mean delving into issues like health care, education and poverty. Here’s how to have an impact.
How to Help Other Women
A Woman's Guide to Life and Money
Should you invest your savings in a 529 plan or a 401(k)?How do you mitigate the potential effects of a career interruption? How do you fulfill your caregiving duties without sacrificing your own self care? How does a major life transition like divorce or retirement impact your financial future? If you’re wrestling with some of these questions, the Playbook: A Woman’s Guide to Life & Money may have the answers you’re looking for.
Playbook: A Woman's Guide to Life & Money
Gender Diversity & Investing Returns
More gender-diverse companies experienced 3.1% higher average relative returns. Let’s talk about impact investing and the connection between gender diversity and investing returns.
Gender Diversity & Investing Returns
Anna Perrone named to Forbes Top Women Wealth Advisors Best in State list- Michigan
2025 Forbes Top Women Wealth Advisors Best-In-State[Source: Forbes (Awarded Feb 2025). Data compiled by SHOOK Research LLC based for the period 9/30/23–9/30/24. https://e.gv6.co/l3gfH4]
Awards Disclosures
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Choosing a Certified Financial Planner™ practitioner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.
Our Process
By implementing our six-step process, we will utilize a holistic approach to wealth management. We help to identify your most important needs and goals in order to construct a financial plan that is uniquely yours. This is your journey; we simply want to provide personalized advice and unwavering support to make sure you have every opportunity to achieve your most ambitious life goals. As our team often says, "wealth doesn’t just happen, it is a planned event," and we would like to help you plan for your future.
Why Choose a CFP® Professional
Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner”, but only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks. This represents a high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.

Upcoming Firm Events

We hope you will join us for this upcoming event.

U.S. Policy Pulse: Global Tensions & Washington Moves

DATE: July 22, 2025 at 4:15 p.m. ET

U.S. Policy Pulse: Global Tensions Washington Moves

Join Morgan Stanley Wealth Management's Chief Economic StrategistEllen Zentnerin a conversation with Morgan Stanley Wealth Management's Head of U.S. PolicyMonica Guerra Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:

  • Updates on U.S. trade and immigration policy
  • The One Big Beautiful Bill Act and its potential implications
  • Key developments to monitor over the next 30, 60, and 90 days

Register now.

CRC 4621352 (07/2025)
Online

Location

2900 West Rd
Ste 300
East Lansing, MI 48823
US
Direct:
(517) 324-8015(517) 324-8015
Toll-Free:
(800) 248-0487(800) 248-0487
Wealth Management
Global Investment Office

Portfolio Insights

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
2025 Midyear Economic Outlook: A Widespread Deceleration
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2025 Midyear Economic Outlook: A Widespread Deceleration

Global growth is likely to slow in 2025 and 2026 as the shock of higher U.S. tariffs crimps demand around the world.

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Patrick Bruntjens today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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.

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

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)