Welcome

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Asset Management3
  • Business Succession Planning4
  • Estate Planning Strategies5
  • Exchange Traded Funds6
  • Financial Planning7
  • Municipal Bonds8
  • Planning for Education Funding9
  • Professional Portfolio Management10
  • Retirement Planning11
  • Corporate Retirement Plans12
  • Executive Financial Services13
  • Sustainable Investing14
  • Trust Accounts15
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

1701 SE Columbia River Dr
Ste 120
Vancouver, WA 98661
US
Direct:
(360) 992-8060(360) 992-8060
Toll Free:
(800) 755-2516(800) 755-2516

Meet Bridgecrest Group

About Me

Kris approaches investing holistically, taking a person’s “full picture” into account—not just their assets under management. He often coordinates with attorneys and accountants to help ensure that a comprehensive and unified strategy is in place for his clients and their financial lives. Though he works with clients around the world, he focuses on small business owners and retirees on the West Coast. Kris is a repeat recipient of the Five Star Wealth Management award, which is featured in the regional publication, Portland Monthly (2012, 2013, 2014, 2015).

When he is not working on his golf game or jogging around the streets of Portland, Kris enjoys travelling. He has been with Morgan Stanley and its predecessors since 2000, joining after an initial career in banking.  His past experience with commercial lending provides a lens through which he evaluates risk and reward potential.  Kris received his MBA from the Darden School of Business at the University of Virginia and his bachelor’s degree from City College.

2012, 2013, 2014, 2015, and 2016 Five Star Wealth Manager
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, IN, MT, NC, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WY; Investment Advisor Representative; General Securities Principal; General Securities Representative; Managed Futures
NMLS#: 1262086

About Me

For over 15 years, I have been helping families reach their financial goals.

Oftentimes, as I grew up in Vancouver, Washington, my grandfather and I would watch his favorite show together, “The Nightly Business Report.” Realizing that I liked the show's content, my grandfather cultivated my interest. His tutelage culminated in a trip to see his financial advisor when I was ten years old. It was at that meeting that I took my tiny savings and procured my first stock. Thus began a lifelong interest in the inner workings of the financial markets.

I opened a wealth management practice at a financial advisory firm in Gresham, Oregon in January of 2000. As a Financial Advisor, the core tenet of my practice is to go beyond simply providing sound investment advice. The right investments matter, yes. But a great financial plan does not come solely from knowing investments; it comes from knowing you. My clients and I often have conversations you might not expect from a Financial Advisor, having less to do with the details of asset allocation strategy and more to do with the details of your life. By getting to know you, I can develop a wealth management strategy aimed at helping you grow and preserve your wealth.

Over time, my business has grown. Needing the ability to do more for my clients, I moved my practice to Morgan Stanley in the fall of 2007. My clients now have access to the tools, resources, and research of one of the largest financial firms in the world.

I have twin 6-year-olds who keep most of our free time occupied. When I do get a free moment, I enjoy fishing the Northwest’s rivers, cooking for family and friends, and music.
Securities Agent: AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MN, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OR, PA, PR, RI, SC, SD, TX, UT, VA, WA, WI, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
NMLS#: 1312660

About Me

Tyler Church is a Registered Investment Advisor who works with families to help them achieve their financial goals and objectives. He believes that success is best achieved by looking at a client’s full financial picture. Tyler has worked in the financial industry for over 10 years. He recently earned membership into the 2018 Pacesetter’s Club.

Tyler holds a BA in Business Administration and an MBA from Eastern Oregon University.  Outside of work he enjoys spending time with his wife, their 2 children, and attending their many activities.

2018 Pace Setters Club
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, IN, MT, NC, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1528200

About Me

Steve began his career with Morgan Stanley predecessor firm Smith Barney in 1995, in Honolulu, Hawaii as a sales assistant. He transferred to Portland, Oregon in 1997 where he became a financial advisor until 2006. In 2006, Steve moved to Manhattan for a position on the retirement planning desk at Smith Barney headquarters. Steve in 2017 moved back to the Pacific Northwest to be closer to family. Steve is a 1994 graduate of the University of Oregon with a major in Finance. He lives in Vancouver Washington. Since 2002 he has been a volunteer with Providence’s Center for Medically Fragile Children in Portland.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The 2019 Wanderlust List

The 2019 Wanderlust List

The world awaits your next adventure. Start here.

More from Morgan Stanley

Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Bridgecrest Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

6An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

8Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

12Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

13Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

14The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

15Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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