Helping people reach their goals is my only job. I aim to differentiate my practice by understanding who people are and what they actually want. My main focus is offering a comprehensive approach to managing wealth that begins with listening to a client's needs. Next I want to ensure every strategy is grounded in appreciating what each client wants to achieve and how much risk they are willing to take. In addition to this long term planning I also assist people with their day to day cash management and lending needs. Working with Morgan Stanley allows me to provide access to top investment insights, as well as access to world class Cash Management and Lending Solutions. I am driven by my passion for delivering excellent service and helping clients pursue their goals. My office is at our Morgan Stanley location in Brea, CA. To me it is very important that I am always participating in the communities we serve at Morgan Stanley. This drives my interest in spending time volunteering with organizations in our community. Currently I volunteer on School Site Council at Fullerton High School where two of my kids attend. In Anaheim where I live, I am currently a commissioner with the Sister City Commission, where we build relationships with our sister cities around the world. I can be reached at 714-990-5265 or #Retirement #Investments #annuities #planning #insurance #goals #cashmanagement #credit NMLS#: 557843