Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(954) 713-8470(954) 713-8470
Our Mission Statement
Institutional-level quality of investment advice offered in a personalized style that leads to life-long relationships.
Our Story and Services
What makes the Hex-Point Group different?
We provide an institutional-level quality of investment advice offered in a personalized style with an emphasis on building life-long relationships. We explore all aspects of your financial life, and develop a customized plan that strives to ensure all these components are working in harmony toward your desired outcomes.
Additionally, the Hex-Point Group is young enough to be with you for the long term, adaptable enough to embrace alternative strategies, and knowledgeable enough to advise you about complex financial matters. Our team includes two CERTIFIED FINANCIAL PLANNER® professionals who’ve met extensive training and experience requirements, and are dedicated to always putting the interests of clients first. Individual team members also have advanced training in retirement planning to better assist clients with their pre- and post-retirement needs.
We’re committed to high-touch client service with monthly calls, frequent in-person events and regular educational webcasts that address important financial topics. Our team works around your schedule and lifestyle—we’ll even fly across the country to meet with you face-to-face.
We encourage you to look through our site to learn more about how we can benefit you. Please contact us with any questions or to make an appointment.
We provide an institutional-level quality of investment advice offered in a personalized style with an emphasis on building life-long relationships. We explore all aspects of your financial life, and develop a customized plan that strives to ensure all these components are working in harmony toward your desired outcomes.
Additionally, the Hex-Point Group is young enough to be with you for the long term, adaptable enough to embrace alternative strategies, and knowledgeable enough to advise you about complex financial matters. Our team includes two CERTIFIED FINANCIAL PLANNER® professionals who’ve met extensive training and experience requirements, and are dedicated to always putting the interests of clients first. Individual team members also have advanced training in retirement planning to better assist clients with their pre- and post-retirement needs.
We’re committed to high-touch client service with monthly calls, frequent in-person events and regular educational webcasts that address important financial topics. Our team works around your schedule and lifestyle—we’ll even fly across the country to meet with you face-to-face.
We encourage you to look through our site to learn more about how we can benefit you. Please contact us with any questions or to make an appointment.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Retirement PlanningFootnote3
- Executive Benefit ServicesFootnote4
- Stock Plan ServicesFootnote5
- Estate Planning StrategiesFootnote6
- Cash Management and Lending ProductsFootnote7
- Life InsuranceFootnote8
- Long Term Care InsuranceFootnote9
- Alternative InvestmentsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
The Hex-Point Group consults with clients throughout the tri-county area, as well as the nation. We typically work with individuals transitioning to retirement by managing their assets to ensure their income and legacy needs are met. In addition, we frequently advise corporate executives of publicly traded companies with concentrated stock positions that need to be liquidated or diversified in a tax-efficient manner.
With our breadth of experience and knowledge, our team also assists:
- Multi-generational families with complex planning needs
- Business owners seeking to sell their business
- Divorcees needing assistance in managing their settlement
- Real estate developers
A holistic process, with you in the driver's seat
At the Hex-Point Group, our mission is to help clients make some of life's most critical choices, as well as appropriate decisions for where they are and where they want to go. From saving for your dream retirement or planning for your child's future education expenses, together we will identify what matters most to you and help you achieve your goals.
Our approach goes beyond addressing the questions you already have. We've developed and refined a process to deliver solutions designed to help solve problems that clients don't even know to be asking about.
Similar to a well-oiled machine, the "parts" of a financial plan either serve the strategy or they do not. We will diligently monitor your plan to take into account the changing circumstances of your life and the environment, managing risk at each step of the way.
Our approach goes beyond addressing the questions you already have. We've developed and refined a process to deliver solutions designed to help solve problems that clients don't even know to be asking about.
Similar to a well-oiled machine, the "parts" of a financial plan either serve the strategy or they do not. We will diligently monitor your plan to take into account the changing circumstances of your life and the environment, managing risk at each step of the way.
Discovery
We begin with an organic discovery process of uncovering you and your family's most pertinent values, personal and financial circumstances, and pressing concerns to determine how we can add value. We will explore the lifestyle you enjoy and hope to lead in the future, key relationships, and the legacy you would like to leave behind for those who matter most to you. Collecting this information will help enable us to capture your complete financial picture.
Analysis & Presentation
Based on our initial conversation, we will develop a tailored and cohesive financial plan that balances your attitudes as an investor, risks and opportunities in your profile, and an analysis of the financial markets. With your input, we will then present appropriate investment options and wealth management recommendations that work in tandem to help protect, optimize, and grow your wealth.
Implementation & Execution
Upon your approval, we will work diligently to achieve a seamless implementation of the various elements of your financial plan, finetuning each part to adjust for changing circumstances. Wherever appropriate, we will consult with other professional individuals in your trusted circle and suggest that you seek additional advice from subject matter experts on particularly complex issues.
Objective & Performance Review
With ongoing communication at the core of my client relationships, we are committed to keeping you abreast of any changing market conditions and delivering performance metrics, ultimately making certain that your plan continues to align with your goals and your timeline. We will keep a high degree of communication with you to help ensure that your concerns and requests are being addressed in a timely manner.
Firm Resources
The following individuals are integral members of our Firm and contribute significantly to the range of services we are able to provide you.
Jeff Holzbach
Jeff Holzbach is a Vice President and Senior Equity Planner with Morgan Stanley at Work. He has 25 years of experience in equity and financial planning helping families understand and manage their equity awards. Jeff is a Certified Financial Planner and Certified Equity Professional.
For 25 years, Jeff has worked to guide families and companies with equity awards and financial planning. Analytics along with a holistic education and discovery process enable him to identify and prioritize key considerations to help his clients make effective financial decisions.
After graduating from Duquesne University (Pittsburgh) in 1996 with a Bachelor of Science degree in Finance, Jeff grew in his role to eventually lead his Financial Planning division and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2003. In addition, he has worked the past 10 years to develop knowledge and skills to help families and companies with equity award analysis and planning. This includes earning the Certified Equity Professional (CEP) designation in 2019. In 2021, Jeff joined Morgan Stanley to support initiatives to enhance the depth and breadth of education and planning capabilities related to equity awards.
Outside of work, Jeff has been married for 22 years and has two children. His time is spent finding ever smaller windows of time with his kids. His son is a freshman in college studying economics, and his daughter is a Junior in high school with a focus in the area of STEM. Jeff enjoys outdoor activities including hiking, camping, and fishing.
For 25 years, Jeff has worked to guide families and companies with equity awards and financial planning. Analytics along with a holistic education and discovery process enable him to identify and prioritize key considerations to help his clients make effective financial decisions.
After graduating from Duquesne University (Pittsburgh) in 1996 with a Bachelor of Science degree in Finance, Jeff grew in his role to eventually lead his Financial Planning division and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2003. In addition, he has worked the past 10 years to develop knowledge and skills to help families and companies with equity award analysis and planning. This includes earning the Certified Equity Professional (CEP) designation in 2019. In 2021, Jeff joined Morgan Stanley to support initiatives to enhance the depth and breadth of education and planning capabilities related to equity awards.
Outside of work, Jeff has been married for 22 years and has two children. His time is spent finding ever smaller windows of time with his kids. His son is a freshman in college studying economics, and his daughter is a Junior in high school with a focus in the area of STEM. Jeff enjoys outdoor activities including hiking, camping, and fishing.
Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering
the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their
UHNW clients across a broad range of family wealth management issues including; family governance and
wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and
their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession
planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National
financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he
brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD
degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their
UHNW clients across a broad range of family wealth management issues including; family governance and
wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and
their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession
planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National
financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he
brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD
degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
John Fanning
John Fanning is a Private Banker serving Morgan Stanley Wealth Management branches in southern Florida.
John began his career in financial services in 1992. Prior to joining Morgan Stanley in 2010, John was a Commercial Banker for SunTrust Bank and Bank United. John began his career as a finance manager for Merrill Lynch Business Financial Services before moving on to become a Financial Advisor for Morgan Stanley.
John graduated from Florida Atlantic University in 2000 with a Bachelor of Science in Finance. He resides in Fort Lauderdale with his wife and family. Outside of work, John enjoys playing sports, seeing family and friends, and watching Marlins baseball.
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
John began his career in financial services in 1992. Prior to joining Morgan Stanley in 2010, John was a Commercial Banker for SunTrust Bank and Bank United. John began his career as a finance manager for Merrill Lynch Business Financial Services before moving on to become a Financial Advisor for Morgan Stanley.
John graduated from Florida Atlantic University in 2000 with a Bachelor of Science in Finance. He resides in Fort Lauderdale with his wife and family. Outside of work, John enjoys playing sports, seeing family and friends, and watching Marlins baseball.
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
Designations held by members of our team and the recognition we've received
CFP
The Certified Financial Planner certification is the standard of excellence in financial planning. CFP professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to help prepare them for a more secure tomorrow.
CRPC
The Chartered Retirement Planning Counselor designation is a path taken by seasoned advisors looking to focus on clients pre and post retirement needs. In addition, there is a heavy focus on proficiency in both asset management and estate planning strategy.
ChFC
The Chartered Financial Consultant program covers the multifaceted knowledge base of a financial advisor. The Focus is on the contemporary applications in financial planning; including estate planning strategy, special needs, divorce, business succession, behavioral finance, financial plan development, and retirement planning.
Forbes Best-In-State Wealth Management Teams (2023)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Kahng Thieme Group 2023Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Best-In-State Wealth Management Teams (2024)
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC for the period
3/31/22-3/31/23
Kahng Thieme Group 20243/31/22-3/31/23
CEPA
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.
Forbes Best-In-State Wealth Management Teams (2025)
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Location
350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 713-8473(954) 713-8473
Meet The Hex-Point Group
Phone:
(713) 658-2786(713) 658-2786
Ryan Thieme, CFP®, ChFC®, CEPA®
Vice President, Financial Advisor, Alternative Investments Director, Workplace Advisor - Equity Compensation
Phone:
(954) 713-8471(954) 713-8471
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(954) 713-8472(954) 713-8472
Gerard Machado, CFP®
Portfolio Associate
Phone:
(954) 713-8473(954) 713-8473
About Andrew Kahng
Andrew Kahng is a Senior Vice President, Financial Advisor for Morgan Stanley. A founding member of the Hex-Point Group, he holds CFP® and CRPC® designations.
Andrew began his career in financial services with Merrill Lynch in 1999, and started his own practice with the company in 2005. He joined Morgan Stanley in 2021.
Andrew became a Financial Advisor because he wanted to provide clients with alternatives to the standard advice offered by many in the industry. For example, instead of advocating standard diversification strategies, Andrew introduced clients to the asset allocation approach embraced by academic institutions such as Harvard, Yale and Princeton. Having the freedom to stay true to his wealth management vision and provide clients with progressive strategies is one of the things he enjoys most about being a Financial Advisor, along with the idea that his success is directly correlated with his tenacity and effort.
With more than two decades of experience in financial services, Andrew is well-equipped to position clients through different market cycles. He believes educating his clients is an essential part of his role. Andrew also feels that excellent communication—including the ability to understand the psychology of his clients—is at the core of everything he provides. This deep understanding of his clients takes time, patience and trust to develop.
Andrew stays disciplined and consistent when advising clients by maintaining a singular focus on goals attainment instead of being distracted by the gyrations of the market. The Hex-Point Group consults with clients throughout the nation, typically working with individuals transitioning to retirement and managing their assets to ensure their income and legacy needs are met. Additionally, the team frequently advises corporate executives with concentrated stock positions that need to be liquidated or diversified in a tax-efficient manner.
Andrew was born and raised in Long Island, New York. He migrated to the Midwest for college, and graduated with a Bachelor of Science degree in Biopsychology from the University of Michigan in 1997. Two years later, he moved to the sun and warmth of South Florida where he met his wife, Natalia. The couple has been married for 17 years, and have a son named Elias.
Away from the office, Andrew has been a member of Business Network International (BNI)—one of the world’s leading business referral organizations—since 2007. He keeps active by participating in challenging gym workouts, as well as snowboarding (when he visits the western United States). He used to enjoy the extreme sport of kiteboarding, too, but stopped this activity when he discovered that it didn’t align well with his goal of self-preservation.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Andrew began his career in financial services with Merrill Lynch in 1999, and started his own practice with the company in 2005. He joined Morgan Stanley in 2021.
Andrew became a Financial Advisor because he wanted to provide clients with alternatives to the standard advice offered by many in the industry. For example, instead of advocating standard diversification strategies, Andrew introduced clients to the asset allocation approach embraced by academic institutions such as Harvard, Yale and Princeton. Having the freedom to stay true to his wealth management vision and provide clients with progressive strategies is one of the things he enjoys most about being a Financial Advisor, along with the idea that his success is directly correlated with his tenacity and effort.
With more than two decades of experience in financial services, Andrew is well-equipped to position clients through different market cycles. He believes educating his clients is an essential part of his role. Andrew also feels that excellent communication—including the ability to understand the psychology of his clients—is at the core of everything he provides. This deep understanding of his clients takes time, patience and trust to develop.
Andrew stays disciplined and consistent when advising clients by maintaining a singular focus on goals attainment instead of being distracted by the gyrations of the market. The Hex-Point Group consults with clients throughout the nation, typically working with individuals transitioning to retirement and managing their assets to ensure their income and legacy needs are met. Additionally, the team frequently advises corporate executives with concentrated stock positions that need to be liquidated or diversified in a tax-efficient manner.
Andrew was born and raised in Long Island, New York. He migrated to the Midwest for college, and graduated with a Bachelor of Science degree in Biopsychology from the University of Michigan in 1997. Two years later, he moved to the sun and warmth of South Florida where he met his wife, Natalia. The couple has been married for 17 years, and have a son named Elias.
Away from the office, Andrew has been a member of Business Network International (BNI)—one of the world’s leading business referral organizations—since 2007. He keeps active by participating in challenging gym workouts, as well as snowboarding (when he visits the western United States). He used to enjoy the extreme sport of kiteboarding, too, but stopped this activity when he discovered that it didn’t align well with his goal of self-preservation.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Securities Agent: OR, IL, SC, PR, OK, NY, VA, NC, GA, FL, WA, TN, PA, MS, AZ, AR, TX, SD, MI, LA, DC, CO, OH, MN, KS, NJ, MA, IA, CT, CA, AL, WI, IN, WY, NV, ME, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 521002
NMLS#: 521002
About Michael L Brunner
Michael Brunner has over 25 years of experience as a financial advisor, all at the same firm. As a former Marine Corps officer and a Certified Financial Planner ™, he provides leadership and comprehensive planning to his clientele. Michael has worked with successful individuals and their families to develop comprehensive financial and investment planning strategies that seek to optimize the unique goals of each of his clients. One area of deep understanding that Michael provides is in regards to the unique day to day challenges faced by business owners of privately held companies. These challenges come from determining how to grow their companies and the most appropriate way to accumulate sufficient personal wealth for life after business. Michael helps address concerns such as financial and retirement planning, estate planning strategies, cash management and lending solutions, education funding, and asset preservation and risk management strategies. Another area of focus is related to the selling of an owner’s business. This typically is the most important financial transaction in the life of a business owner. Michael and a team of professionals, inside and outside of Morgan Stanley, work in a coordinated way to help maximize the probability of a successful sale for the owners and their families. Once an exit of the business takes place, Michael creates, implements, and monitors comprehensive wealth management strategies that seek to provide the financial resources for the owners and their loved ones throughout the next chapter of their lives.
A native of Austin, Texas, Michael completed his B.B.A. from Texas State University in 1982. Upon graduation, Michael was commissioned as an officer in the United States Marine Corps, and served his tour at the Marine Corps Air Ground Combat Center in 29 Palms, CA. While there, he was promoted to First Lieutenant and appointed Fire Direction Officer for the 5th Battalion, 11th Marine Regiment, the largest artillery Battalion in the Marine Corps.
After completing his tour of duty, Michael returned to Texas and began his career in Houston with Morgan Stanley*. He received his designation as a Certified Financial Planner™, (CFP®) from the College for Financial Planning in Denver, CO.
A native of Austin, Texas, Michael completed his B.B.A. from Texas State University in 1982. Upon graduation, Michael was commissioned as an officer in the United States Marine Corps, and served his tour at the Marine Corps Air Ground Combat Center in 29 Palms, CA. While there, he was promoted to First Lieutenant and appointed Fire Direction Officer for the 5th Battalion, 11th Marine Regiment, the largest artillery Battalion in the Marine Corps.
After completing his tour of duty, Michael returned to Texas and began his career in Houston with Morgan Stanley*. He received his designation as a Certified Financial Planner™, (CFP®) from the College for Financial Planning in Denver, CO.
Securities Agent: VT, TN, OK, NJ, HI, CA, AL, SC, AR, MT, PR, NH, AZ, UT, NY, MN, MI, MA, LA, IN, IL, DC, NM, ID, GA, FL, CT, CO, TX, SD, NV, ME, KY, KS, DE, OH, MD, IA, RI, PA, NC, MO, WY, WI, WA, VA, OR, MS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285355
NMLS#: 1285355
About Ryan Thieme
Ryan Thieme is a Vice President, Financial Advisor and a founding member of the Hex-Point Group at Morgan Stanley, he holds CFP®, ChFC®, and CEPA® designations.
Born and raised in Fort Lauderdale, Ryan graduated from Florida State University with bachelor degrees in Finance and Accounting. He began his career in financial services in 2016 with Merrill Lynch as an Associate Vice President. In 2021, he joined Morgan Stanley due to their emphasis on financial planning, its investment resources, technology platforms, cash management services and wealth management strategies.
As a Financial Advisor, Ryan feels that excellent communication and listening skills can be essential as they can help turn difficult or emotional decisions for clients into more logical, focused decisions. He’s available to talk with his clients, and seeks to provide them with an ongoing education about critical matters (such as the economy and markets) that can potentially impact their financial journey.
Ryan works with a range of clients from across the nation, including retirees from publicly traded companies, corporate executives, real estate developers, business owners interested in selling their business and divorcees needing assistance in managing their assets. He aims to build close relationships with his clients, and finds it rewarding to help them seek to achieve their goals. Transparency, loyalty and a pursuit of excellence are important to him.
Ryan has a particular focus in two areas: concentrated stock management and planning strategies for successful business owners. Ryan uses the tools and resources that Morgan Stanley offers as well as in depth education provided through his professional designations and real world experience to help these clients manage value and liquidity while considering tax and risk management.
When he’s away from the office, Ryan sits on the board of The Parks Foundation of Broward County and mentors individuals as a coach for the Dale Carnegie Leadership Training Program. Other favorite activities include basketball, scuba diving, and playing with his Doberman Pinscher, Ava.
NMLS#: 1520651
Born and raised in Fort Lauderdale, Ryan graduated from Florida State University with bachelor degrees in Finance and Accounting. He began his career in financial services in 2016 with Merrill Lynch as an Associate Vice President. In 2021, he joined Morgan Stanley due to their emphasis on financial planning, its investment resources, technology platforms, cash management services and wealth management strategies.
As a Financial Advisor, Ryan feels that excellent communication and listening skills can be essential as they can help turn difficult or emotional decisions for clients into more logical, focused decisions. He’s available to talk with his clients, and seeks to provide them with an ongoing education about critical matters (such as the economy and markets) that can potentially impact their financial journey.
Ryan works with a range of clients from across the nation, including retirees from publicly traded companies, corporate executives, real estate developers, business owners interested in selling their business and divorcees needing assistance in managing their assets. He aims to build close relationships with his clients, and finds it rewarding to help them seek to achieve their goals. Transparency, loyalty and a pursuit of excellence are important to him.
Ryan has a particular focus in two areas: concentrated stock management and planning strategies for successful business owners. Ryan uses the tools and resources that Morgan Stanley offers as well as in depth education provided through his professional designations and real world experience to help these clients manage value and liquidity while considering tax and risk management.
When he’s away from the office, Ryan sits on the board of The Parks Foundation of Broward County and mentors individuals as a coach for the Dale Carnegie Leadership Training Program. Other favorite activities include basketball, scuba diving, and playing with his Doberman Pinscher, Ava.
NMLS#: 1520651
Securities Agent: CT, TX, SC, MN, IN, IA, AR, MD, LA, FL, WY, TN, OK, WA, OR, NC, MI, KS, IL, WI, OH, CA, NV, ME, PR, PA, CO, NY, GA, DC, AZ, AL, SD, NJ, MS, MA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1520651
NMLS#: 1520651
About Jackson Menke
Jackson Menke is a Financial Advisor for Morgan Stanley and a member of the Hex-Point Group. He holds both the Financial Planning Specialist and Workplace Advisor – Equity Compensation designations.
Jackson was born and raised in St. Petersburg, FL. He attended Florida State University and received bachelor’s degrees in Finance and Management Information Systems. He began his career working as a Financial Analyst for an Insurance Consulting Firm. In 2018, he joined the Merrill Lynch Washington, DC branch and migrated to the Fort Lauderdale office at the end of 2020. Jackson joined Morgan Stanley in 2021 as a member of the Hex-Point Group.
Jackson lives in Oakland Park, FL with his wife, Madisen, and their dog, Oden.
While he's away from the office, Jackson is a member of Business Network International (BNI)—one of the world’s leading business referral organization. In his free time, he enjoys cooking, weight lifting, and is a guitar player and singer.
Jackson was born and raised in St. Petersburg, FL. He attended Florida State University and received bachelor’s degrees in Finance and Management Information Systems. He began his career working as a Financial Analyst for an Insurance Consulting Firm. In 2018, he joined the Merrill Lynch Washington, DC branch and migrated to the Fort Lauderdale office at the end of 2020. Jackson joined Morgan Stanley in 2021 as a member of the Hex-Point Group.
Jackson lives in Oakland Park, FL with his wife, Madisen, and their dog, Oden.
While he's away from the office, Jackson is a member of Business Network International (BNI)—one of the world’s leading business referral organization. In his free time, he enjoys cooking, weight lifting, and is a guitar player and singer.
Securities Agent: NJ, OH, VA, WY, NY, NV, CA, FL, DC, SC, MS, IA, WI, TX, TN, KS, AL, SD, NC, IN, CO, PR, OK, MD, MA, IL, GA, CT, PA, MI, LA, AZ, AR, OR, MN, ME, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2351150
NMLS#: 2351150
About Gerard Machado
Gerard Machado is an Associate working alongside the Hex-Point Group, providing personable client service to its client base. As a liaison between the client and the advisor, his responsibilities are to deliver a well-rounded client experience and assist the advisors with their client’s needs.
Prior to joining the group in Fort Lauderdale, he was based out of Morgan Stanley’s Park Avenue office in New York City. Previously, Gerard worked as a Sales Assistant for the US Rates desk at Nomura Securities. Jerry was raised in Long Island, NY and graduated from Hofstra University in May of 2012 with a Bachelor’s in legal studies in Business. Gerard enjoys spending time with his family, playing soccer, traveling, and cooking.
Prior to joining the group in Fort Lauderdale, he was based out of Morgan Stanley’s Park Avenue office in New York City. Previously, Gerard worked as a Sales Assistant for the US Rates desk at Nomura Securities. Jerry was raised in Long Island, NY and graduated from Hofstra University in May of 2012 with a Bachelor’s in legal studies in Business. Gerard enjoys spending time with his family, playing soccer, traveling, and cooking.
Contact Andrew Kahng
Contact Michael L Brunner
Contact Ryan Thieme
Contact Jackson Menke
Hear from Our Clients
We 've had the pleasure of personally knowing Mr. Andrew Khang, Mr. Ryan Thieme, Gerard Machado and Jackson Menke approximately ten years. Our business relationship began two years ago when we retired. Through the years Andrew and Ryan included us in their forums (as courtesy) with the outlook of someday being part of their success story. Their dedication and professionalism towards our needs have assured us that we made the correct decision of joining their other customers.
Emma and Alberto
Verified ClientJanuary 1, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
John Fanning
Senior Private Banker
Leticia Teixeira, CFP®, CEPA®
Financial Planning Director, Vice President
Mark Jansen
Family Office Resources Generalist
About John Fanning
John Fanning is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.
John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.
John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
NMLS#: 803783
About Leticia Teixeira
Leticia Teixeira, CFP®, CEPA® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Southeast Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Leticia began her career in financial services in 2011 and joined Morgan Stanley in 2020. Prior to her current position, she worked at multiple Financial Services firms in Florida including RBC, Itaú and UBS.
Leticia graduated from Florida International University with a B.A. in Psychology and obtained an MBA in Organizational Management from Carlos Albizu University. She holds her Certified Financial Planner® and Certified Exit Planning Advisor® designations.
Outside of work, Leticia enjoys practicing her photography skills, family trips and volunteering at school activities. Leticia is originally from Sao Paulo, Brazil and she is fluent in English and Portuguese, and conversational in Spanish. She currently lives in Broward, FL with her husband and 2 children.
Leticia began her career in financial services in 2011 and joined Morgan Stanley in 2020. Prior to her current position, she worked at multiple Financial Services firms in Florida including RBC, Itaú and UBS.
Leticia graduated from Florida International University with a B.A. in Psychology and obtained an MBA in Organizational Management from Carlos Albizu University. She holds her Certified Financial Planner® and Certified Exit Planning Advisor® designations.
Outside of work, Leticia enjoys practicing her photography skills, family trips and volunteering at school activities. Leticia is originally from Sao Paulo, Brazil and she is fluent in English and Portuguese, and conversational in Spanish. She currently lives in Broward, FL with her husband and 2 children.
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
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Financial Planning for Life After Selling a Business
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Hex-Point Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Morgan 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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:
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 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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Morgan 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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:
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 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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
