A fifth-generation Houstonian, I am a Certified Financial Planner professional with more than 25 years of experience. I have worked with a broad range of affluent investors, including high-net-worth and ultra-high-net-worth individuals and their families, business owners, entrepreneurs and professionals. Prior to joining Morgan Stanley, I served as a financial consultant within the wealth management group of a large global bank. I was also the Founder, President, and Chief Investment Officer of Zindler Financial Group, a boutique financial planning firm in Houston. When not at the office, My wife Katie and I enjoy going to Astros games, fishing and boating, watching our daughters Haley and Ashley cheer lead at Stratford High School games, and supporting our son Bradleys baseball and basketball teams. 