Introduction: My goal is to provide a customized approach to helping select families grow, protect, and transfer their wealth, delivering the best-in-class capabilities of the worlds largest investment firm through a boutique-like experience.
As a financial advisor with Morgan Stanley, my goal is to allow you and your family to lead a happier, more productive and fulfilling life.
I provide tailored advice on retirement planning, charitable giving, estate planning strategies, tax strategies, and investment optimization.
I've spent over a decade working in a variety of different roles within the insurance and investment management industry prior to joining Morgan Stanley. In addition, I have earned industry designations including the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst), offered through the Yale School of Management. Though originally from Columbus, OH, I’ve called D.C. home since 2015.