Vice President | Financial Advisor
Current➤ WHAT I DO:I work with founders and their families to help build confidence and navigate financial and lifestyle complexities. ➤ HOW I DO IT:I conduct thorough intake interviews to help understand your business and personal lifestyle. Through deep analysis, I tailor suggestions using our firm's vast resources to help meet your specific needs. This comprehensive approach seeks to provide strategies to help enhance and manage your financial and lifestyle goals.➤ WHAT MAKES ME DIFFERENT:As a 20-year military veteran with deep finance experience, leveraging vast firm resources, I offer tailored financial planning that aims to align with your personal and professional goals.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about an registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/katie.baker1. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.
