The Asher Group at Morgan Stanley

I have been a Financial Advisor since 1984, working with multi-generational families to help them reach their goals through wealth preservation strategies and participation in the growth of markets over the long term. My strengths include understanding each client's needs and developing a customized portfolio built around a financial plan. My passion is following individual companies and markets, even in my spare time. Central to my investment philosophy is the importance of continually modernizing portfolios as the world changes. One of the key lessons I have learned in my 40 years as a Financial Advisor is to avoid the get-rich-quick approach to investing and instead focus on diversification and measured risk. I live in Walnut Creek with my wife, Kim, of over 35 years, and we have three children: Luke, Nick, and Amy. I enjoy skiing, mountain biking, and spending time with my family.

I started my career in the financial industry in 2015 after graduating from Pepperdine University with an undergraduate degree in Economics and minors in Applied Mathematics and Religion. Before joining the Asher Team at Morgan Stanley, I spent five years as an analyst for a highly successful institutional team, serving nonprofit organizations. My experience working with nonprofits has made me passionate about helping our clients accomplish the things that are most important to them. My areas of focus include portfolio construction, manager due diligence, and developing investment and asset allocation strategies for our clients. I hold the Chartered Financial Analyst^® (CFA) designation and have experience working with clients interested in investing with an emphasis on Environmental, Social, and Governance (ESG) issues. I live in Walnut Creek with my wife, Whitney, and our children Alice and Simeon who share the same birthday two years apart. In my spare time, I enjoy reading, golfing, and playing cribbage with Whitney.

I began my career in the financial industry in 2011 and I have been working with the Asher Team since 2015. I graduated from the University of California, Santa Barbara with a Bachelor's degree in Psychology and a minor in English. I am FINRA-registered and hold my Series 7 and Series 66 licenses. My primary focus is to handle the administrative and daily operations for our team. I am truly passionate about providing excellent customer service to our clients. I live in Pleasant Hill with my husband Andy. We have two children, Jade and Donovan, who keep us laughing constantly. When not working, I enjoy spending time with my family, cooking and hiking with our dog, Lemon.

I began my career in the financial industry in 2007 and have been working with the Asher Team at Morgan Stanley since 2018. My primary focus is handling the team calendar, preparing materials for client meetings, and assisting in all administrative and operational areas. I am passionate about building relationships with our clients. I live in Walnut Creek with my husband, Luke, and our children Alice and Simeon who share the same birthday two years apart. When not working I enjoy spending time with my family, playing cribbage with Luke, reading, and watching movies.