Guiding my clients towards their retirement goals, while helping them manage their wealth from one generation to the next is a privilege that requires a commitment to listening, education, problem solving and taking action strategically. As a Chartered Retirement Planning CounselorSM (CRPC), Financial Advisor and founding partner of the Ehrlich Wallace Group at Morgan Stanley, I bring all of these attributes together to help my clients grow and preserve their assets, and leave the legacy they desire. My ultimate mission is to make a real difference in their lives through education and the delivery of wealth planning strategies that are uniquely theirs. Throughout my career, I have cultivated a philosophy that focuses on having a carefully constructed plan and following a goals-based process with diligence and precision. My investment recommendations follow suit. I earned my CRPC designation from the College of Financial Planning. This rigorous program provides extensive training in pre- and post-retirement needs, asset management strategies, estate planning tactics and the entire retirement planning process. 