As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources in a way most appropriate for your investment style and long-term objectives. Working together to help you grow and preserve wealth, you'll have access to some of the world's most experienced investment professionals, a premier trading platform, and a full spectrum of investment choices. I appreciate that you are very busy juggling your work and personal world, and that your financial world may not always get your full attention - or even your full understanding. I provide the highlights of the financial plan we craft together and I handle the details. For transition planning and wealth management, I serve as the general manager and coach, choosing investment options from the wide range of solutions available through Morgan Stanley and by building a portfolio that reflects a balance between preservation, income, and growth - a balance driven by your comfort level with the markets. I also am on the board of AEye and the Chairman of the Board for Osprey Packs - helping them progress forward. NMLS# 1255781 