Now, more than ever, I believe providing a "Client Service Model" to investing, financial planning, risk management along with education for individuals, families, and businesses is "Essential" throughout all life stages. I work with you to unpack your 1000-piece financial puzzle and assist with putting it back together to help reach your goals. I have the capability of helping you where you live, work, and play. "Anywhere & Everywhere" I utilize the T.O.P.S" methodA comprehensive planning, analysis and monitoring strategy focused on your unique financial picture. "Today we Organize and Plan for Success" **Contact me to learn more about my T.O.P.S" method. T- Today - Objective discussion of your Joys, Concerns, & Challenges concerning life & the financial implications in Money Matters O - Organize - I help unpack what can feel like a 1000 piece "financial puzzle and assist in putting it back together to form a strategic and focused outcome P - Planning strategies, goals review, and access to the intellectual strength and global resources of Morgan Stanley and strategically utilizing world class resources to provide an infrastructure to leverage the full capabilities across business and personal wealth management that is appropriate to establish a blueprint of you & your family Money Matters Wealth Creation Wealth Spending Wealth Preservation & Transfer S - Success Monitoring I focus on two clusters: A) Business/Non Profit Advisory Services Business/Executive Services Brokerage Services - Investments Cash Management and Lending Solutions 401(k) & other Retirement Benefits B) Personal/Family Wealth Management Advisory Services Cash flow analysis Asset allocation Income/pension planning Insurance, disability Estate planning strategies Education planning Brokerage Services - Investments * Other