After completing a 17 year career as a defenseman in the NHL, the capital markets became my new calling. I had the pleasure of working the next 11 years with KCCI, Ltd., an institutional equity execution firm, as their Southwest Director for Institutional Sales and Research. Joining MSCM in January of 2017 provided the right platform of collaborative advisors to serve our clients’ needs. A lifetime of experience consistently affirms my belief, that a conservative defense minded approach to growth, is the winning formula. I have a special affinity for the challenges that athletes, high earners, liquidity event recipients and families with special needs members face in managing their assets to last a lifetime and beyond.