I am an experienced financial professional with over 20 years in the institutional investment world.  Prior to joining Edward Jones, I worked for Morgan Stanley, UBS and Credit Suisse developing strategies, ideas and products for large sophisticated institutional investors.  I provide a range of services to businesses and individuals to achieve financial security and success through personalized advice and guidance. I can provide advice on company sponsored or personal retirement planning solutions, generational wealth transfer for business owners or individuals, individual investment solutions and education planning.