I develop and implement personalized investment/retirement pans to help my clients realize their financial goals. I primarily work with retirees, executives, and federal government employees in areas of:• Retirement portfolio construction• IRA Rollovers• Rule 144 stock transactions• Thrift Savings Plan© 2020 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.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 1284540

After serving as as direct support professional with Athelas and working closely with their developmentally challenged clients, I decided to join their board of directors to make a bigger impact. My time spent in both roles along with my experience as a financial advisor has given me an appreciation and understanding of the special needs trust and how impactful it can be in these peoples' lives.

Areas of focus• Retirement planning• Risk management• Wealth preservation• Estate planning services

• Assist developmentally disabled clients in daily tasks• Help clients maintain their individual behavior plans