Missy oversees the firm’s retirement, estate, tax and financial planning services. As a CERTIFIED FINANCIAL PLANNER™ and a Senior Family Wealth Coach, she serves high net worth families, helping them strategize and develop consensus around any situation involving a dollar sign. Her 19 years of financial services industry experience include key leadership and relationship management positions at Morgan Stanley Wealth Management and A.G. Edwards & Sons. Missy’s experience in the industry has taught her that wealth management can often be intimidating and complex. She strives to take on the role of teacher and coach, intimately learning about these complicated topics and presenting them to her