Joined August 2011
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Jun 14
On Flag Day, we honor the history behind the flag and the shared ideals it symbolizes. Wishing everyone a meaningful day of reflection. #FlagDay
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May 25
Today we pause to remember those who made the ultimate sacrifice for our freedoms. Grateful for their service and for the families who carry their legacy forward.
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Feb 12
The challenge is rarely a lack of data. It is knowing what truly warrants focus so decisions do not become reactive. When attention is thoughtful, priorities sharpen and outcomes may improve. Visit our website for more insights: advisor.morganstanley.com/th…
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Feb 5
Clarity is not created by knowing more. It is created by filtering out unnecessary complexity that can carry real costs over time. Choosing what to ignore helps shape better decisions going forward. Visit our website for more insights: advisor.morganstanley.com/th…
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Jan 22
Are you working because you want to or because you have to? Check out Trey's "Latest Thoughts" video. livesocial.seismic.com/tiOyH…
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18 Dec 2025
Wishing you a wonderful holiday season and a Happy New Year! Please find the link to our 2025 video message below. livesocial.seismic.com/tUc6C…
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1 Oct 2025
Too many portfolios only play one side of the field. They chase offense in good times, but forget defense when markets turn.
The best ones play both sides – scoring when they can, protecting when they must.
Can your portfolio win on offense and defense?
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14 May 2025
Easing tariff concerns, hopes of rate cuts, and solid earnings appear to be driving market optimism. But amid the move higher in stocks, investors may be overlooking key vulnerabilities. livesocial.seismic.com/tKzci…
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28 Apr 2025
In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's discuss if any strategies make sense for you. livesocial.seismic.com/tj-rg…
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21 Apr 2025
What does President Trump's first 100 days in office mean for the economy and the markets moving forward? Join Morgan Stanley thought leaders on Thursday, April 24 to hear about possible implications for investors. Register here: livesocial.seismic.com/ts37T…
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18 Apr 2025
Easter is a time of hope and new beginnings, symbolized by the blooming of flowers and the chirping of birds. It's a reminder that even in the midst of challenges, there is always the promise of a brighter tomorrow.
Have a Happy Easter!
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16 Apr 2025
Markets staged a breathtaking recovery last week after the tariff pause, but the coast is not clear. With volatility likely to persist, here's what investors should know. livesocial.seismic.com/tnPoO…
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15 Apr 2025
Tariff news has sent global markets into a rout and driven economic outlooks lower. With uncertainty remaining, how should investors position their portfolios? livesocial.seismic.com/t7i2X…
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8 Apr 2025
As President Donald Trump approaches his first 100 days in office, we'll take a closer look at the regulatory issues impacting institutions and the market outlook for institutions.
Register for this event here: livesocial.seismic.com/tFiI8…
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2 Apr 2025
Learn why this is a watershed moment for AI, how to find opportunity in AI's evolution, what AI means for innovation and more. Explore recent insights from Morgan Stanley's 2025 Technology, Media & Telecom Conference: livesocial.seismic.com/tB38-…
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26 Mar 2025
Eligible clients can now gain access to private markets opportunities once reserved for large institutional investors. Let's discuss how I can help you buy and sell private company shares via our Transaction Desk. Learn more: livesocial.seismic.com/tiRxM…
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21 Mar 2025
Wondering how tariffs could affect your portfolio? I can help you navigate the complexities of investing in a rapidly changing global trade environment. livesocial.seismic.com/txU5b…
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20 Mar 2025
Big market declines can be unnerving but are historically not unusual. Learn how to recognize common investing mistakes and stay focused on your long-term financial goals. livesocial.seismic.com/tcERQ…
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19 Mar 2025
Join Morgan Stanley and OpenAI on Monday, March 24 for a look at the state of AI, latest advancements and how that translates to real-world impact.
Register now: livesocial.seismic.com/t2o2d…
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26 Feb 2025
Taxes can significantly impact your goal. As tax filing deadlines approach, you can plan with the updated 2025 tax tables.
Feel free to contact me for insights into your portfolio and let's talk about how to focus more on tax efficiency. livesocial.seismic.com/tymeo…
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