I work with high net worth individuals and families, business executives and small business owners to develop integrated, multigenerational wealth management strategies. My area of focus includes comprehensive financial planning, estate planning strategies, philanthropy, risk management, and wealth transfer strategies. I have been a Financial Advisor with Morgan Stanley since 1997. With over 20 years of experience at Morgan Stanley, I have been able to develop strong and lasting relationships with clients and their families. No two clients are alike. Whether they are affluent individuals or small business owners, I devote a significant amount of time to developing a thorough understanding of my clients unique circumstances and long-term goals in order to provide integrated solutions that work together to support their wealth and lifestyles. I enjoy being able to work personally with clients to help them meet and exceed their financial goals. I also take pleasure in planning with clients to help them work towards securing their financial future. I am licensed as a Chartered Mutual Fund Counselor and have earned the Certified Investment Management Analyst, or CIMA* professional, designation from the Wharton School at the University of Pennsylvania. I am also an active member of the Investment Management Consultants' Association (IMCA), which requires adhering to the IMCA Code of Professional Responsibility by continuing professional education to maintain my certification. My wife and I live in the south suburbs of Chicago and we have two sons. I enjoy running, biking and sailing in my free time, and try to visit my familys lake house in Michigan whenever possible. Areas of focus: Financial planning, retirement planning, estate planning strategies, philanthropy, risk management, and wealth transfer strategies. I am a current member of the South Suburban Estate Planning Council.