I work with families and business owners managed their financial world by crafting and providing financial solutions utilizing principles of true wealth management. © 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 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.htmlFor more information on the designation(s), go to https://advisor.morganstanley.com/laguna-pacific-wealth-management-group

Establish and cultivates relationships with new and existing clients utilizing financial planning tools to analyze complex financial information. Continually improves and streamlines service and operational procedures as well as coordinates resolution on complex client issues.

Designs tailored reporting for existing clients. Develops customized financial plans/asset allocation proposals. Responsible for technical policy and standards, presentation materials and performance measurement for technically advanced accounts.