Mequon Branch Office

As a Financial Advisor with Morgan Stanley since 2009, Bill concentrates on the financial needs of high-net-worth individuals by helping them develop strategies to manage their personal wealth. With over 30 years of experience, he promotes a long-term approach to investing and emphasizes financial planning to help clients determine their financial needs and risk tolerance.

Bill has built his career on three principles: putting clients’ interests first, providing exceptional personal service and taking an integrated approach to comprehensive wealth management.

Bill has been a Financial Advisor for 30 years, joining Morgan Stanley in 2009 in the Morgan Stanley office in Mequon, WI.

He graduated from University of Wisconsin – Milwaukee with degree in Business and Economics. Bill is a Certified Financial Planner™ professional, a designation awarded by the certified Financial Planner Board of Standards, Inc.

He resides in Grafton, Wisconsin and is active in the community.

CC Tisol joined Morgan Stanley in March 2025. With a strong background in customer service, CC plays a pivotal role in client onboarding, money movement, customer service, and day to day tasks.

Prior to joining Morgan Stanley, CC gained valuable experience at a local estate planning law firm, where she assisted with onboarding clients, estate planning signings, answering and directing phone calls and various other administrative duties. Throughout college, CC interned with various professional sports teams in their entertainment and marketing departments where she learned to think under pressure and thrive in a fast-paced environment.

CC holds a Bachelor of Arts in in Psychology and Sports Management from Marquette University. She is committed to continuous learning and professional development, having completed the SIE exam and currently working on completing the Series 7 and Series 66.

CC is actively involved in volunteer efforts where she volunteers as a Ski Patroller at a local ski hill in Slinger, WI. She is passionate about combining her love for skiing, helping people, and expanding her knowledge as a first responder. She also enjoyed spending time and helping at the Lakeshore Humane Society.

Outside of work, CC enjoys traveling, golfing, spending time with friends and family, reading, and being on the ski hill or out on the lake whenever she can.

I serve as the Business Service Officer for the Milwaukee and Mequon branch offices. I believe that that a true wealth management experience is the result of superb resources, efficient process, and exceptional advisor teams. Every day it is my mission to ensure that support professionals and their advisors are equipped with all the resources available to provide a one-of-a-kind experience to our clients.

Princess begun her career at Robert W. Baird in 2021 where she held numerous support roles and leadership roles including Operations Supervisor, and CS Essentials Program Manager. She now serves as the Business Service Officer for the Milwaukee and Mequon branch offices. Princess is passionate about efficiency of process, development of support professionals and providing an excellent client experience. Her experience in training and development has equipped her with a comprehensive understanding of advisor teams and their focused approach to Wealth Management.

Princess resides in Milwaukee, Wisconsin, with her partner and two tabby cats, Ember, and Jinx. Outside of work, she enjoys baking, crafting, and exploring new restaurants

Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin.

Private Bankers partner with Financial Advisors to develop a focused approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.

Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.

Alicia has been in the Wealth Management division of Morgan Stanley for over 3 years now, and she currently works on a team that has a cumulative 30+ years of industry experience. As a Financial Advisor, she is passionate about sharing the team's insight and knowledge of finance with others and helping them feel more secure and confident with their financial wellbeing. She strives to offer clients comprehensive advice and resources to guide them through their personalized financial journey.

Prior to the start of her career in finance, she attended St. Norbert College, where she graduated Magna Cum Laude and double-majored in Business-Finance and Economics and minored in Spanish. Alicia and her husband, Lucas, live in the Milwaukee area and love spending time with their rescue dog, Shirley, as well as traveling, going to concerts and sporting events, and spending time with friends and family.

Kirk joined Morgan Stanley in 2006 as a Financial Advisor. Starting as an advisor just prior to the 2008 financial crisis keeps him grounded when making investment decisions, knowing full well the power and speed at which the market can move. In 2009 he earned his Certified Financial Planner Practitioner designation; one of the highest in the planning community giving him a depth and breadth of knowledge in all financial aspects of an individual’s life. From investments to insurance, estate planning strategies to tax planning strategies, Kirk and his team focus on comprehensive financial planning strategies to help craft the best possible outcome in reaching client goals. After completing his CFP^®, he went back to school and earned a master's degree in Applied Economics from Marquette University, where he wrote his thesis on the European Debt Crisis that plagued Greece from 2011-12.

Kirk focuses his time working with individual business owners and their family wealth, with a focus on small service-based businesses such as Dental Offices. Another area of focus is on income planning for individual retiree's as they navigate through retirement.

In his off-time Kirk enjoys following and playing soccer, the love that brought him to Milwaukee (he was the starting goalkeeper for UW-Milwaukee during his time there).

Raluca is a Wealth Management Associate with over 25 years of experience in the financial industry in Milwaukee. Prior to this role, she spent 6 years as an Institutional Consulting Associate with Graystone Consulting of Morgan Stanley and about 20 years in trading, private investments operations, enterprise compliance and risk analyst roles. She holds a BA in Economics with a minor in Mathematics, and an MBA from the University of Wisconsin-Milwaukee. She is Series 7 and 66 FINRA licensed.

Raluca focuses on building relationships with existing and future clients while being the main contact for the ongoing operational and analytical efforts of the team.

Born in Bucharest, Romania, Raluca found her home in Whitefish Bay with her husband Octavian and son Mario. She loves to travel, enjoys attending plays, shows, concerts, sporting events and spending time with family and friends.

Daryl is a Senior Vice President, and a Senior Portfolio Manager. Using a comprehensive approach to asset management, Daryl has succeeded in assisting families and individuals in the development and achievement of their long-term financial goals for over 38 years in the financial services industry, 22 with Morgan Stanley.

Working one-on-one with clients to create wealth management strategies, Daryl strives to help clients reach their financial goals as simply and efficiently as possible.

A Milwaukee Native, he and his wife, Minda, are proud parents of Zoe and Isabel. In his free time, Daryl enjoys cooking, gardening, and golfing.

As a financial advisor, Jan implements wealth management strategies for clients by concentrating on portfolio management to help meet clients’ goals to retire confidently.

Jan is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns, and works to help them in achieving their financial objectives.

A graduate of Carthage College, Jan began his career in financial services at John Hancock and Olde Financial before joining Morgan Stanley in 2001. Jan has obtained the CERTIFIED FINANCIAL PLANNER^® DESIGNATION and he is a Portfolio Management Director.

Outside the office, Jan enjoys spending time with friends, family and his dog. He is an avid golfer and dog park enthusiast.

Jackie has over 26 years of financial services experience, with 21 of them here at Morgan Stanley. She has held various positions within operations & advisor support. Her vast experience has given Jackie an expansive view on the needs and expectations of both the clients and advisors she works with.

Jackie sets high standards and expectations to meet each client’s needs by helping in a timely, friendly, and proactive manner. She has a true love for helping others and is focused on providing excellent customer service.

Jackie lives in Cedarburg with her loving husband, Jim and two children Evelyn & Hunter. She enjoys traveling with her family and has a goal to visit all 50 states. When not traveling she enjoys chauffeuring her kids around, gardening and home improvements.

Michael is a First Vice President and Financial Advisor with Morgan Stanley Wealth Management in Greater Milwaukee. Michael has responsibility for managing relationships with individual investors of net worth around the country.

He and his team cover all aspects of multi-generational wealth, including asset allocation, risk management, investment management, estate planning, trust services, lending products, intergenerational planning, philanthropic giving, and non-traditional assets.

As lead Portfolio Manager for the Generations Group at Morgan Stanley, David is responsible for building customized investment strategies and providing comprehensive financial planning services to his clients. David works with high-net-worth individuals, families, business owners and professionals to develop sophisticated investment solutions to complex financial challenges. He is relentlessly committed to providing the highest levels of portfolio management, financial and estate planning strategies, as well as white glove personalized service to current clients with an eye toward the future generations to come.

David brings more than 30 years of investment experience to the team, with a focus on portfolio management. He started his career with Smith Barney, a predecessor firm acquired by Morgan Stanley in 2009. He obtained the Certified Financial Planner (CFP) designation more than 25 years ago, which helped him recognize early on how clients’ benefit from a holistic approach to their financial service needs. In addition to being a Senior Vice President, David is also a Portfolio Management Director, which allows other Morgan Stanley financial advisors to enlist his assistance with their client portfolios, a designation held by a very limited number of advisors at the firm.

David is a UW-Madison Graduate and a Wisconsin native. David and his wife, Mary, live in Bayside, WI and have two daughters who are attending college. Mary is a singer-songwriter who releases her music under her maiden name Mary Karlzen. They are food and wine enthusiasts, enjoy many outdoor activities and are active in the community.


Disclosure
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Tom has over 7 year’s experience in the financial services industry working with individuals, families, businesses and professionals committed to providing clear, straightforward financial advice to find the right investment solutions that fit their personal goals. Tom’s focus within the Generations Group at Morgan Stanley is to spearhead the team’s business operations, technology and communications, as well as cultivating new relationships.

Tom began his career in the financial services industry while attending Marquette University in Milwaukee, WI where he worked as a Client Associate at Merrill Lynch. After graduating, he worked as a Financial Technology Consultant with Fidelity National Information Systems (FIS) working with large financial institutions before joining The Generations Group at Morgan Stanley.

Originally from New Jersey, Tom moved to Milwaukee to pursue his Olympic Dream. He actively trains and competes as a member of Team USA in the Winter Olympic sport, Curling and is a US men’s National Champion (2021 and 2025). Tom and his wife, Hanna, reside in Bayside and enjoy spending time with their Australian Shepherd, Oslo, as well as hiking, boating, golfing and vacationing in northern Wisconsin.

My name is Steven Indermuehle, and I am a Senior Vice President at Morgan Stanley. My journey in the financial services industry began in 2007, and I joined Morgan Stanley in 2010. I am passionate about helping clients plan their financial future, and I believe in working closely with them to achieve their retirement goals. I have always been a people person, and I enjoy meeting clients face to face to build a strong relationship based on trust.

My approach is hands-on, and I like to meet with clients 2-3 times a year. Whether it's a Zoom call, a meeting at their home, or in our office, I ensure that the experience is comfortable and convenient for them. I believe that financial planning is not just about numbers; it's about understanding each client's unique needs and aspirations.

Outside of work, I am committed to my community and enjoy spending time with my family. My wife Cate and I have a son, Colin, who is also my partner at Morgan Stanley, a daughter, Katrina, and two wonderful grandchildren, Isabella and Jackson. My interests include faith, family, hunting, exercise, and landscaping.
I hold a degree in Business from UW Milwaukee. I am dedicated to providing personalized financial advice and look forward to helping my clients achieve their financial dreams.

I am Colin Indermuehle, a dedicated Financial Advisor at Morgan Stanley, having joined the firm straight out of college in June 2025. My passion lies in helping clients achieve financial freedom, and I am committed to building confidence and strong relationships with each individual I work with. Inspired by my father, who has been in the financial industry for over 15 years, I developed a love for the business through internships and personal experiences.

My approach is client-first, ensuring transparency and honesty in all interactions. I believe in the importance of meeting clients' needs and offer flexible meeting options, whether through Zoom, at clients' homes, or in the office. My goal is to guide clients towards successful retirement planning while fostering meaningful connections.

Outside of work, I enjoy playing baseball, having participated in college and amateur leagues. I am an avid movie enthusiast and love exploring new countries and cultures. My educational background includes a degree in Finance from Concordia University in Mequon, Wisconsin.

As an investment consultant in the financial services industry since 1966, Tim has built his career on three principles: putting client interests first, providing exceptional personal service and taking an integrated approach to wealth management. His focus is on developing asset allocation frameworks as part of long term capital appreciation strategy for high net worth individuals and family groups.

Tim is a graduate of Marquette University. He also is a graduate of the Morgan Stanley Institute's Senior Account Executive Program along with the Branch Manager Program.

Tim served as the Chairman of the Wisconsin Association of Security Dealers and was a member of the National Association of Security Dealers District 8 - Business Conduct Committee. Tim is also currently Chairman of the City of Mequon Wisconsin Economic Development Committee. In recent years Tim has served on several other boards including COPE Services and the City of Cedarburg Foundation. In his free time Tim enjoys golfing and fishing.

A Financial Advisor since 1999, Richard Butler works closely with individuals, families, and businesses to create comprehensive wealth management strategies that are personalized to their specific needs, goals and challenges. Richard focuses on financial planning, portfolio management, asset allocation, estate preservation strategies.

Richard's earlier career spanned 20 years on Wall Street as a currency exchange trader and broker with Debeausse & Company.

Richard holds a bachelors of science degree from University of Colorado at Boulder-Leeds School of Business. Active in the community, Richard dedicates time as the Treasurer of the Columbia Saint Mary's Foundation. He has also been a board member of the Essex Fells Country Club , a councilman for the borough of Essex Fells, and a volunteer fireman.

In his free time, Richard enjoys golf, fishing, skiing and travel with his wife Amy and their four children.

Teala LaPorte serves as a Client Service Associate, bringing over 20 years of customer service experience to the team. Previously, she spent 10 years at AT&T, gaining extensive experience in client management and issue resolution.

Teala earned a Bachelor’s degree in Business Administration and Management from Alverno College and holds a certificate from Harvard Business School. She is committed to providing a premier customer service experience for all clients.

When she is not in the office, Teala enjoys an active lifestyle that includes weightlifting, yoga, and hiking. She is also an avid car enthusiast and a “foodie” who loves trying new restaurants. She cherishes time spent with her husband and their three-year-old daughter.

Max Andrews is a Financial Advisor serving Morgan Stanley Wealth Management clients in Wisconsin.

Max began his career in financial services in July 2025 when he joined Morgan Stanley. Before becoming a financial advisor, he was the head football coach at the University of Chicago, where he honed his skills in relationship building and communication. These skills translate perfectly to his current role, where he continues to coach and educate clients on their financial journeys.

Max is a graduate of the University of Maine, where he received a Bachelor’s in Education. He lives in Mequon, Wisconsin, with his wife, Quinn, and their daughter, Dempsey. Outside of the office, Max is committed to his community, with interests in athletics, sports, and volunteering. He enjoys golf, fishing, and spending time with family.

Steven Craig has provided financial guidance to clients for 30 years and has been with Morgan Stanley since 1996. His clients include high net worth individuals and families as well as private businesses. His mission is to understand each client's individual needs and work with each client towards achieving his/her financial goals. Steven also works with clients to help prepare for life events such as retirement and generational wealth transfer.

Eric began his career as a Financial Advisor over 30 years ago and joined Morgan Stanley in 2003. As a Senior Portfolio Management Director, Eric implements a variety of wealth strategies, with a concentration in portfolio management, to help his clients achieve their financial objectives.

Prior to beginning his career, he graduated from the University of Wisconsin – Stevens Point with a degree in Mathematics and continued on to study Accounting at Augsburg University.

Outside of work, he enjoys playing golf, boating, and staying involved in his local community.

Corby began his career as a Financial Advisor with Morgan Stanley in 2015. As a Certified Financial Planner^®, Corby focuses on financial planning to help individuals and families achieve their investment and financial goals.

He graduated from the University of Wisconsin – Madison with a degree in Economics, and later obtained his MBA from the University of Wisconsin – Milwaukee. Both have provided a strong foundation for his career as a Financial Advisor.

He lives with his wife and two daughters in Cedarburg. In his free time, he enjoys playing golf, watching soccer, and spending time with his friends and family.