My professional credentials demonstrate a deep, holistic level of investment knowledge, a disciplined approach and an ability to create and monitor customized portfolios and investment strategies. As a CERTIFIED FINANCIAL PLANNER (CFP), and a Certified Portfolio Manager (CPM), I possess in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning strategies and investment management. I am also Senior Portfolio Manager an elite designation that allows me to develop and manage the Groups overall investment strategy, while carefully monitoring and communicating about every aspect of the process that impacts client portfolios. The Relationship Group at Morgan Stanleys diversity of thought and experience brings a deeper, richer perspective to every conversation we have. It also means there is very little in the way of financial issues that someone on our team hasnt seen or dealt with before. We take the time to get to know you beyond your financial concerns. Working in concert with your other trusted advisors, we build strategies and appropriate solutions to achieve your personal definition of financial success. Using this approach, we strive to establish deep and lasting relationships, to deliver hands-on, high-end service and to generate consistently reliable outcomes that are uniquely tailored to you. We are committed to building relationships of mutual trust and respect that enrich the lives of our clients and our community. 