A defining theme throughout my career has been a genuine passion to guide my clients in making smart and confident decisions about their wealth through ongoing education, a disciplined investment process and outstanding service. For more than 25 years, I have been honored to work with a broad array of clients from business owners and legal professionals to families of significant wealth. This experience has taught me that every clients circumstances are unique and require a customized approach. Through a series of conversations, I guide you through a comprehensive process that results in the development of a tailored investment portfolio that not only aligns with your goals, but with the values important to you and your family. My ultimate mission is to help you grow, preserve and transfer your wealth easily and effectively. I am fortunate to work at a firm that values the same attributes I do - loyalty, treating clients like family and the pursuit of excellence. I bring these same qualities to my life outside of the office. I am active with several local organizations that focus on protecting animals, supporting the arts and feeding the hungry. I currently serve on the Forest Hills Recreational Board and have been involved in various athletic boards in the past. In my leisure time, I enjoy taking long drives and all types of sports, but my greatest joy is spending time with my family. To learn more about my practice, please visit my website at https://advisor.morganstanley.com/the-brook-group