As a Senior Vice President Wealth Management, Resident Manager and a Certified Financial Planner, I bring a breadth and depth of industry knowledge, experience and training to a diverse group of individual investors, families, executives and business owners who are located across the US. I am also a founding partner of the Bancks Halyard Group at Morgan Stanley. Our clients are a diverse group of individual investors, families, executives and business owners who are located across the US. They all possess the tremendous focus it takes to be successful, as well as the need to rely on smart, caring professionals to help them make the most of their time and wealth. As a successful Resident Manager, I know what it takes to empower people to build businesses that thrive. I help clients integrate their business and personal financial needs and understand how the rules of executive compensation and stock plans, as well as concentrated wealth positions, can make the difference of millions of dollars. Based in Cedar Rapids, Iowa, our Midwestern values means we take the time to address each of your issues with integrity and care. Our team of skilled wealth management professionals was carefully recruited to bring the right experience and credentials to manage your most complicated situations. We have experience utilizing different investment vehicles in efficient ways to help clients achieve their goals. The diversity of our team's skills and experience combined with our access to the global reach and power of Morgan Stanleys resources allows us to focus on big picture strategy while also attending with thoughtful, personalized concierge-level care to the smaller, more intricate details of your day-to-day financial life. Our team is dedicated to making your life simpler by providing thoughtful, personalized financial strategies and superior client service. For more information about our team, our capabilities and our services, please visit our website. 