My career began with Morgan Stanley in 1993. I held several positions within the firm prior to becoming a registered Financial Advisor, including providing support through the insurance products division and also as a Senior Client Service Assistant, where I learned the importance of client service and education. I am Series 7, 31 and 66 registered and insurance licensed. I am firmly committed to helping my clients understand their portfolios in terms they can easily understand. My experience in dealing with complex investment products and helping our clients structure a lifetime of income is especially important as many of our clients transition into retirement. I am an avid runner and enjoy running in road races. Much of my free time is spent at sporting events watching my children Jake and Taylor compete. We live in Woodstock, GA with our dogs & cats. 