I focus on offering a comprehensive approach to managing wealth. That approach is based upon knowing each client on a personal-level. It begins with understanding their current financial situation and future personal & financial goals. Then, I help them create a customized wealth management plan, which allows for flexibility, as their needs and market conditions change. I provide access to the investment insights of Morgan Stanley in order to help address the various aspects of clients financial lives. I am driven by my passion for delivering excellent service and partnering with clients to achieve their goals. 