Sophie Helenek - Morgan Stanley

To provide successful families with the confidence that a knowledgeable, experienced, trustworthy team is continuously helping serve all of their financial needs.

Focused planning, straight-forward financial advice, and dedicated personal service are the cornerstone of confident decisions.

To enjoy what we do. Our mission is to have a positive effect on our client, their families and ourselves. To leave the financial service industry better than it was when we arrived. to continue to foster trust in the financial services industry and the positive effect investing can have on futu...