To me, wealth is about more than money, true wealth is about your life and the things you value most. As a wealth manager, I make this belief a reality by structuring my approach with four key elements: putting clients first, doing the right thing, leading with exceptional ideas, and giving back. Our relationship begins with listening to understand what you care about most. We then form strategies to align your investments with your priorities, goals, and beliefs while balancing risk and return to ensure your financial security. You will stay well informed through a customized communications program that provides regular perspectives on the market and economy and reinforces the expectations set forth in your financial plan.
Preparation is critical to success which has led me to undergo rigorous training to provide the best outcomes for my clients. As a Certified Investment Management Analyst (CIMA®) and Senior Portfolio Manager, I apply in-depth knowledge of capital markets and portfolio construction and leverage the vast resources of Morgan Stanley to personally managing my clients’ investment assets. As a CERTIFIED FINANCIAL PLANNER (CFP®), I take a holistic view of my clients’ finances that goes beyond investments to form a comprehensive plan for all their wealth. And as a Morgan Stanley Family Wealth Advisor, I am positioned to handle complex situations unique to high-net-worth families and develop estate planning strategies to effectively transition their wealth to future generations.
After beginning my career as a financial advisor in 2010, I joined Morgan Stanley and formed The LeRose Group in 2013. I worked in partnership with Joan LeRose for seven years prior to her retirement in 2020. Together we built a thriving wealth management practice dedicated to the best interests of our clients. I am excited to be able to continue this important work with our clients moving forward.
I grew up in Racine, Wisconsin and attained a bachelor’s degree in Economics from the University of Wisconsin-Madison. I have also completed the Investment Management, Theory & Practice program at the Yale School of Management.
When not working, I enjoy reading, traveling, and volunteering to improve the lives of others. As a big believer in always challenging myself, I became a member of MENSA in 2012 and previously served as the Membership Officer for the state of Wisconsin. I am also a member of Roma Lodge and St. Stephen’s Church. I live in Oak Creek, Wisconsin with my wife Evelyn, and our children, Leonardo and Alma.
Services Include
- Professional Portfolio Management
- Wealth Management
- Retirement Planning
- Estate Planning Strategies
- Business Succession Planning
- Divorce Financial Analysis
- Sustainable Investing
- 401(k) Rollovers
- Trust Accounts
- Executive Financial Services
- Stock Option Plans
- Precious Metals
Securities Agent: DE, CO, MS, FL, WY, VA, ME, IA, CT, AR, SD, RI, NV, MO, CA, AZ, UT, OR, MD, KS, IN, HI, GA, WI, TN, NM, IL, OH, NC, KY, TX, SC, NY, NJ, MN, AL, WA, PA, MT, MA, WV, VT, MI, LA, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1282665
CA Insurance License #: 0M24097