The University Group at Morgan Stanley

I work with clients to build investment portfolios designed to help them reach their financial goals. I’ve been with the University Group at Morgan Stanley for more than 10 years, and have been named a 5-Star Wealth Manager for the past 4 years, most recently in 2024.

Before becoming a financial advisor, I was a competitive soccer player. I played Division One soccer at the University of Washington, where I was honored to be named both an All-American and a Pac-10 Player of the Year student-athlete. I later played professionally, including some time with the Seattle Sounders FC.

As anyone who has played team sports at a high level can tell you, the things you learn have a profound impact on how you live your post-athletic life. For me, the most important lessons were the importance of teamwork, the value of intense preparation and knowing how to grow from past experience (good or bad). I also love being part of a team, and believe that we all thrive most when success is shared. That’s why I often leverage the immense resources of Morgan Stanley to help serve our clients.

I earned a degree from the University of Washington’s Foster School of Business, and still work to enhance my knowledge – reading about different assets, technology & history is one of my favorite pastimes, along with international travel and working out.

2021-2024 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2021-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2021 Award - 4/27/2020 through 10/30/2020
2022 Award - 05/10/2021 through 11/12/2021
2023 Award - 04/18/2022 through 10/21/2022
2024 Award - 4/10/2023 through 10/31/2023

I’ve been passionate about investing for more than 25 years. I started my career as a runner on the New York Stock Exchange, where the energy and dynamic environment are intoxicating. But, to succeed as an investor, I knew that the key was information.

That’s why I am a big proponent of analytics. I believe that an informed, thoughtful investor can identify opportunities for growth at reasonable cost.

The market is also a factor. Successful investing means thinking about the future of the whole world. I earned a degree from the University of Washington’s Foster School of Business in Management of Innovation and Technology, and have seen how important it is to be vigilant about the future – whole industries can be upended overnight (photographic film, CDs, landline telephone manufacturers to name a few relatively recent examples) and keeping on top of evolving markets is crucial.

Before my time as a financial advisor, I was a firefighter for the City of Seattle and previously served in the Air Force. Both experiences taught me the importance of planning, staying cool under pressure and sweating the details.

On our team, my role is use my knowledge and experience to create portfolios that help clients achieve their goals. My Family Wealth Director designation speaks to my ability to help clients with their most complex financial issues. I have also been recognized as a 5-Star Wealth Manager for 13 consecutive years, most recently in 2024.

I live with my wife in Seattle and Leavenworth, having raised two children. I enjoy racing mountain bikes and working on our 40 acre property outside Leavenworth.

Disclaimer:
Growth investing does not guarantee a profit or eliminate risk. The stocks of these companies can have relatively high valuations. Because of these high valuations, an investment in a growth stock can be more risky than an investment in a company with more modest growth expectations.

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

Barron's Top 100 Financial Advisors
Source: Barron's (Awarded May 2024) Data compiled by Barron's for the period from Jan 2023 - Dec 2023.

​Forbes America's Top Wealth Advisors
Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23.

2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:


2012 Award - 05/12/2011 through 10/30/2011
2013 Award - 05/12/2012 through 10/30/2012
2014 Award - 05/12/2013 through 10/30/2013
2015 Award - 05/12/2014 through 10/30/2014
2016 Award - 05/12/2015 through 10/30/2015
2017 Award - 03/26/2016 through 11/18/2016
2018 Award - 04/25/2017 through 11/6/2017
2019 Award - 04/23/2018 through 11/9/2018
2020 Award - 04/1/2019 through 11/13/2019
2021 Award - 04/27/2020 through 10/30/2020
2022 Award - 05/10/2021 through 11/12/2021
2023 Award - 04/18/2022 through 10/21/2022
2024 Award - 04/10/2023 through 10/31/2023

I am a former practicing attorney with over 20 years experience, with a focus on taxes, trusts and estate planning strategies, including family office management. The mere fact that I am a part of the University Group at Morgan Stanley demonstrates why we are different – we believe that preparing our clients for the future means providing thoughtful advice on virtually every financial issue, and my experience provides an important balance. I earned both my JD and LLM in Taxation from the University of Washington School of Law.

Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

Family wealth management is a relatively new career add for Eva, and she is thrilled to have found a new passion in providing in-depth financial planning for clients. Planning is a live process that enables Eva and her team to be agile in helping to engineer client goals into reality. It’s incredibly rewarding, especially when they engage the talents of their team to help optimize financial solutions for clients.

Eva has been a registered dietician for 22 years and a naturopathic physician for 12 years. Her transition into the wealth management world speaks to her strong belief about the interconnection between wealth and health. Having access to wealth creates access to greater health. That’s what Eva constantly seeks for her clients and what brings her so much joy at work. She is an ardent advocate for planetary health and knows that financial health plays a large role in the overall health of each person, family, and community. She looks for opportunities to apply wealth management strategies to promote equity, sustainability, and ethical governance around the world.

Eva completed her undergraduate studies at Cornell University, followed by a Master of Science in Clinical Nutrition at New York University. She later earned a Doctorate of Naturopathic Medicine and Master of Science in Acupuncture and Oriental Medicine degrees at Bastyr University.

Eva is a Taiwanese immigrant, and has also lived in Chicago; Stuttgart, Germany; and New York City. She is a proud mom of two bright, rambunctious, and hilarious kids, and she and her family love their Pacific Northwest playground. In Eva’s spare time, she has fun backpacking, dancing salsa and bachata, and hanging out with her friends. Eva also practices multiple languages daily.

I’m a recent graduate of Grand Canyon University’s Colangelo College of Business, where I completed my degree in just two years. Originally from Bellingham, Washington, I bring a strong work ethic and a fresh perspective to the team.

Outside of work, I enjoy golfing, fishing, hunting, and spending time outdoors. These activities allow me to recharge and enjoy time away from the office.

I'm originally from Puyallup, WA, where I currently reside with my wife. I got my undergraduate degree in math from the University of Washington, and a finance masters from Pacific Lutheran University. Outside of work I enjoy reading, working out, cooking with my wife, watching or attending sporting events, and travelling. Go Dawgs!