I am a Financial Advisor and Corporate Retirement Director at Morgan Stanley - Graystone Consulting, with offices in Beverly Hills and Carlsbad, CA. I have built my career around providing sound financial planning, upholding the highest standard of integrity & service, and by taking the time to educate and speak human when helping professionals define their goals, and plan towards successful outcomes. I provide Business Owners, HR Departments, and CFOs with access to objective advice and services to assist them with their fiduciary responsibilities on plan level investment monitoring, analysis and management in conjunction with Morgan Stanleys Global Investment Committee (GIC), and the Global Investment Management Analysis (GIMA) Group. My team and I can also help corporate leaders who are seeking to minimize their liability exposure by providing retirement plans that are modern in design, cost-effective, user-friendly and high quality for the true benefit of their workforce. We consult on all matters of Corporate Retirement, including creative solutions to assist in talent retention, and incentive programs, including but not limited to Non-Qualified Deferred Compensation, Defined Benefit, Insurance Solutions, etc. Our team has integrated Socially Responsible Investing through Morgan Stanleys Investing with Impact platform, as an integral part of our business; ultimately to bring both the Institutional/Corporate clientele and families that we work with the option of investing in accordance with their values and with awareness to Environmental, Social & Good Governance factors. We believe that every dollar is a vote, and that investors no longer need to choose between successful financial outcomes and values alignment. I earned the prestigious designation of Certified Investment Management Analyst (CIMA) from Yale School of Management in 2021, and am an Alumnus of the University of CA, San Diego with a double degree in Political Science & Economics. I serve as the Chapter Head of The W Source; Beverly Hills Chapter, where I develop collaboration between women in male-dominated industries. I am passionate about supporting women-led venture, and fostering a culture of female empowerment and advancement across professional service industries and entrepreneurship. I am honored also to sit on the board of Determined to Succeed, an organization providing college access and success programs for highly motivated, low income, first generation students. 