Helping individuals, families, and business owners build, manage, and preserve wealth. Financial decisions are rarely just about money—they’re about creating opportunities, protecting what matters most, and building the life you want. As a Vice President, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley, I work with individuals, families, and business owners to navigate complex financial decisions through thoughtful planning, disciplined portfolio management, and long-term strategic advice. With more than nine years of experience in wealth management and a background as an attorney, I bring both an investment perspective and a legal mindset to helping clients make informed financial decisions. I believe the best financial strategies begin with understanding people before portfolios. Every client has unique goals, priorities, and circumstances, so I take the time to build a strategy tailored to their needs. By integrating investment management with retirement planning, cash management, lending, insurance, and estate and tax-aware planning considerations, I help clients create a coordinated approach that evolves as life changes. As a Senior Portfolio Manager, I personally manage investment portfolios using a disciplined, goals-based process designed to balance opportunity with risk while remaining aligned with each client’s long-term objectives. I’m proud to be part of a Morgan Stanley team with a multigenerational legacy of serving clients and honored to have been recognized as a Morgan Stanley Pacesetter’s Club member for four consecutive years (2023-2026). More important than any recognition, however, is earning the trust of the individuals and families I serve.
