With Morgan Stanley’s global resources and intellectual capital, I help create a long-term financial strategy that works for you. I manage investment portfolios for individuals and act as an advisor on qualified retirement plans, trusts, foundations, endowments and large, medium and small companies in the Cincinnati area and around the United States. My past experience has also provided me the kno
wledge needed to understand the complex needs and challenges of advising college and professional coaches and professional athletes in various stages of their career. My belief that having the Financial Advisor, Staff/Board Members, Attorney, CPA, Agent and other interested parties working together as one allows the client to feel as though their investment program is being tailored and monitored in a way to help meet their investment objectives. I provide in-depth personal attention, financial and estate planning strategies and service to my clients. Areas of focus:
-Financial Planning
-Retirement Plan Design & Implementation
-Insurance Planning Strategies
-Estate Planning Strategies
-Discretionary / Non-Discretionary Portfolio Management
-Strategic Planning & Detailed
-Modeling for Equity Option Compensated Executives
Financial Goal Design & Monitoring
-Retirement Planning for Athletes & Coaches
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Please visit my website, for more details.
