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. Since 1987, I have been helping individuals and non-profit organizations manage their wealth to achieve their goals. A believer in the value of lifelong learning, I am continually gaining new skills and knowledge to better serve our clients. To date, I have earned Financial Planning Specialist and Senior Investment Management Consultant designations, all of which enable me to provide our clients with sophisticated wealth planning advice. I joined the Consulting Group at Morgan Stanley in 2001 and began my financial career at Merrill Lynch, Pierce, Fenner & Smith. Currently, I am an active member of the Investment and Wealth Institute, the Association of Professional Investment Consultants and Pepperdine Universitys Institute for Preparing Heirs. 