As a founding partner of LGG Wealth Management Group at Morgan Stanley, I work with my team to help clients make present decisionsinformed, confident choicesabout the wealth theyve worked so hard to achieve. As a multi-generational team of dedicated financial professionals, we know that managing family wealth is a big responsibility. We help our clients shoulder that responsibility by coordinating, organizing and simplifying their financial lives so they can focus on what really mattersleading a purposeful life and leaving a meaningful legacy. As a financial professional and active volunteer, I understand the myriad demands placed on todays successful business and community leaders and am committed to helping individuals and their families enhance the potential of their wealth. A CERTIFIED FINANCIAL PLANNER professional and Financial Planning Specialist, I believe that clients should invest their time in planning before they invest their money. I joined Morgan Stanley in 2008 and feel privileged to have the opportunity to educate clients and make a positive, meaningful difference in their lives.