OUR MISSION STATEMENT
Working with you to help grow and preserve your wealth!
Working with you to help grow and preserve your wealth!
We believe helping our clients achieve their financial goals starts with a comprehensive wealth strategy. We'll help you define what is most important and then formulate the strategies that are best suited for you, your family or your business. Whether you are accumulating wealth, investing for income or preparing for retirement, we can help design a personalized plan that meets your specific goals, needs and lifestyle.
A seasoned professional with more than 36 years of investment experience, I enjoy working with financially successful individuals, families and institutions providing highly personalized investment advice.
I have served in leadership positions on numerous non-profit organizations including The Pueblo YMCA, Boys and Girls Club of Pueblo, and Parkview Hospital Medical Center. A native of southern Colorado I spend most of my free time with family and friends…and an occasional round of golf!!!
Feel free to contact me at 1-719-288-1302
Securities Agent: AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, NE, NH, NM, NV, OR, PA, TN, TX, UT, WA, WY; General Securities Representative; Investment Advisor Representative
I am a Financial Advisor with Morgan Stanley and believe success in achieving your financial goals starts with a comprehensive wealth strategy. We’ll help you define what is most important to you, your family or your business. Whether you are accumulating wealth, investing for income…or preparing for retirement, we can help design a personalized plan that meets your specific needs, lifestyle and goals.
My greatest joy is being the father of two wonderful children and husband to my lovely wife Michelle. I am also proud of my almost 30 years of giving back to the community by dedicating thousands of hours to civic groups, non-profits, children’s organizations and schools. Our family motto is: “In life…you get what you give!”
Feel free to contact me at 1-719-288-1305
Securities Agent: AR, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MI, MT, NE, NH, NM, NV, NY, OR, PA, TN, TX, UT, WA, WY; General Securities Representative; Investment Advisor Representative
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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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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*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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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