• Over 30 years with Morgan Stanley focused on the long-term financial planning needs of individual and organizational investors• Over three quarters of a billion dollars under management for brokerage and advisory ( as of January 2023)• Advisor to over 35 not-for-profit organizations (2023)• Member: Morgan Stanley President's Council (2022)• Recognized in Barron's Top 1200 Advisors Nationally (2022)• Five Star Wealth Manager - Seattle Magazine (2022)• Guest Speaker for a variety of not-for-profit organizations• Bachelor of Science - Business Management 1977 Central Washington University• Certified Investment Management Analyst® Program 2004 University of Pennsylvania Wharton School Philadelphia, PA,• Member - Central Washington University Foundation Board• Chairman - Central Washington University Finance Committee©2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlBarron's Top 1,200 Financial Advisors: State-by-State​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021. Five Star Wealth Advisor AwardThis award was issued in [2022]. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 12/31/18 - 12/31/21.https://www.morganstanley.com/disclosures/awards-disclosure.html