The Dow as of the Previous Day’s Close
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Financial Planning
- Wealth Management
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Asset Management
- Business Succession Planning
- Cash Management
- Certificates of Deposit
- Defined Contribution Plans
- Education Planning
- Endowments and Foundations
- Estate Planning
- Exchange Traded Funds
- Executive Financial Services
- Fixed Income
- B.A. Technology, Andrews University
- B.A. Technology, Western Michigan University
- Certified Investment Management Analyst
- Series 7 - General Securities Representative Exam
- Series 66 - Uniform Combined State Law Exam
- Series 31 - Futures Managed Funds Exam
- Insurance Licensing: Life, Accident, Sickness
- Insurance Licensing: Variable Life and Variable Annuities
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- 2000: J.C. Bradford & Company
- Current: Morgan Stanley*
Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!
- For an in-depth explanation of what’s included in your 1099 statement and how it can assist you in filing your federal and state income tax return, read A Guide to Your 2012 1099 Consolidated Tax Statement. Be advised: If your account was converted to the Morgan Stanley platform, you may be receiving two 1099s/Year End Summaries for 2012.
See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.
• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.
• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.
Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.