MY MISSION STATEMENT
Customized investment and financial strategies for clients like you
Customized investment and financial strategies for clients like you
My clients are some of the busiest people I know. They are a diverse group of lawyers, doctors, farmers, retirees and executives who count on me to steward and safeguard their family’s wealth with the utmost care, so they can attend to the more important things in their life.
Life experiences have been key to my approach with my client base. I grew up on a farm in eastern Washington State and, after college, I realized my dream when I was selected to join an elite team of Park Rangers at Yellowstone National Park. For several years, I was paid to enjoy my love of nature and the great outdoors, and then my life evolved into small business ownership, which provided me with a great understanding and appreciation of my entrepreneurial client base. Another chapter began when I worked for Nordstrom in Spokane and Seattle, Washington. I moved up quickly within the Nordstrom ranks and was indoctrinated in the “gold standard” of customer service. To this day, working and living the Nordstrom standard of client service is my goal. After transferring to New York City as Assistant Store Manager of Nordstrom’s “Facconable” Men’s clothing boutique, I was recruited to join Merrill Lynch’s Financial Advisor program in 2004.
This is why I believe so strongly in the value of life experience. Starting with nothing, graduating in a high school class of 25, being the first of my family to go to college, owning my own businesses, learning the Nordstrom customer service model and then exceling through a two-year financial training program, gave me a deep understanding of how hard my clients work for their money, how important it is to manage those funds properly and to provide a concierge level of customer service.
In 2010, I joined Morgan Stanley after a very successful five years at JPMorgan. Today, I am able to provide my clients with a robust investment platform, cutting edge technology tools and best in class investment culture.
Securities Agent: AL, AZ, CA, FL, GA, IA, MD, ME, MO, NJ, NY, PA, SC, TX, UT, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative
The process that I have developed on your behalf is extremely disciplined and systematic, and is goal focused, not product or market focused. I will look at both sides of your balance sheet and ask a lot of questions. We will discuss your current financial resources, the time horizon for your goals and your tolerance for risk, tax concerns and liquidity needs. Because growing and preserving your wealth is not just about knowing the numbers, it is about knowing you. It has five steps:
Every client deserves exceptional service while also receiving the very best available investment counsel. My clients will tell you that I am personally involved in every detail that touches your financial life and your success, I will work hand in hand with your attorney and CPA to ensure a cohesive strategy, and we will address the “what if’s” before they arise. My team and I treat you with respect and care, and we are rewarded by your respect and trust. The end result, my clients have become satisfied, long-term clients who refer their friends and family, including next generation sons and daughters.
Before entering the financial services industry, I was assistant store manager at Nordstrom’s largest retail boutique in NYC. For five years, I not only learned, but trained employees in the intricacies of providing Nordstrom’s gold standard of customer service that sets it apart from all the other major retailers.
Upon becoming a Financial Advisor in 2004, my focus has always been on the customer service learned at Nordstrom. My goal is to provide the “golden rule” standard of service. Meaning I go above and beyond to answer your questions, solve your problems and provide you with the very best options we can find. I try my best to remember the important dates in your life and am committed to being there for you in times of celebration, sorrow and transition. My goal is to provide you with the resources you need to look holistically at the big picture of a significant life event. I am truly committed to helping you live the life you desire.
What about retirement? Many people wait to act or even consider planning their future until they are very near the time when they want to retire. However, waiting that long may lessen the number of choices in front of you. By starting the process earlier, we can develop strategies that help answer questions such as:
With many years of experience in planning for the issues and stages of retirement, I can help you with this process. Whether you are in the building phase of accumulating retirement wealth or making the transition to generating income from your assets, we’ll work together to help you make your assets last and to fulfil your legacy goals.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Cash management solutions at Morgan Stanley can be an attractive option to a traditional bank.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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