Whether you are an entrepreneur, a senior corporate decision maker or part of a legacy family confronting the challenges of managing and protecting your wealth or navigating intergenerational transfer decisions, our process-oriented approach creates clarity to guide you and your family through these important decisions.
Your wealth, which is likely concentrated in your business or company stock, deserves the highest standard of care available. As advisors, we leverage decades of experience, intellectual capital and the global resources of Morgan Stanley in advising families through the complexity that substantial wealth presents.
As advisors, we are seeking to engage you and your family in a holistic wealth management experience. As you contemplate everything from retirement, philanthropic and advanced wealth transfer planning to asset management, credit facilitation and risk management; consider how we, as your trusted advisory team at Morgan Stanley, can lead you and your family through the complexities you face today and in the future.
- Investment Management Consultants Association (IMCA)
Member since 2001
- Association of Professional Investment Consultants (APIC)
Member since 2001
- Portfolio Management Institute (PMI)
Member since 2009
West Minster, CO
- Asset Management
- Alternative Investments
- Municipal Bonds
- Cash Management
- Wealth Management
- Financial Planning
- Estate Planning
- Business Planning
- Retirement Planning
- Private Banking
- Lending Services
- Trust Services and Accounting
- Philanthropic Services
- Family Consulting
- Taft-Hartley Plans
- 529 Plans
- Bachelor's - Finance, 1993
University of Nebraska - Lincoln
- Series 7 - General Securities Representative
- Series 6 - NASD Registered Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 31 - Managed Futures & Commodities
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- Present: Morgan Stanley*
Senior Vice President
Senior Portfolio Manager
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