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.
I was born in Moscow, Idaho and raised in Chicago and Lewiston, Idaho. I earned my Bachelors of Arts degree from the University of Idaho and my Masters of Science degree from Eastern Washington University.
I am a Senior Vice President and a Branch Manager. I have been with Morgan Stanley for over 17 years and manager for over 10 years. This year I was honored to be included in Forbes Best In-State Wealth Advisors for 2024.
I am married to my wife, Mary Kay and we have a chihuahua named Joey together. In my free time I love to play tennis.
Services Include
- 401(k) Rollovers
- Certificates of Deposit
- Retirement Planning
- Annuities
- Alternative Investments
- 529 Plans
- Planning for Education Funding
- Wealth Planning
- Cash Management and Lending ProductsFootnote8
- Financial Planning
- Municipal Bonds
Securities Agent: OR, KS, OH, SC, RI, MI, AR, ND, GA, VT, CT, NV, CO, WI, WY, ME, PR, AK, HI, UT, LA, CA, OK, WV, KY, NM, PA, MD, NE, VI, IN, WA, DC, MO, TX, VA, IA, IL, DE, MT, MS, FL, NY, AL, MA, NJ, AZ, SD, TN, NH, ID, MN, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295564