Bridgecrest Group at Morgan Stanley

For over 20 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 14-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.

Tyler Church is a Financial Advisor who works with high net worth 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 13 years. He has earned membership into the Pacesetter’s Club.

Tyler holds a BA in Business Administration and an MBA from Eastern Oregon University. As a member of the Investment and Wealth Institute, he holds the Certified Investment Management Analyst (CIMA^®) designation. He also holds the Chartered Retirement Plans Specialist (CRPS^®) designation awarded by the College of Financial Planning.

When Tyler is not assisting his clients, he enjoys spending time with his wife and kids, traveling and spectating sporting events.

Michael B Julian is a Senior Vice President and Senior Portfolio Manager. He has nearly 30 years of experience in personal wealth management. He holds a Certified Financial Planner designation from American College. He has been with Morgan Stanley since 1993.

Michael knew he wanted to be a financial advisor while attending High School. However, believing someone would have to be born into money or from New York, he pursued a different direction: Electronics Technician and Nuclear Power Reactor Operator in the US Navy. After serving 8 years in the Navy, he accepted a job at a local nuclear power plant that was shut-down shortly after he started. Michael decided to make the transition to Financial Advisor and has never looked back on his decision.

Michael loves working with people and earning their trust each and every day. He is a big believer in the firm’s core values of acting with integrity to deliver first‐class business in a first‐class way. Transparency and education are cornerstones of his practice. He utilizes a comprehensive wealth management process to develop actionable plans tailored to individual situations. To ensure clients are comfortable with his approach, Michael takes the necessary time to educate and explain their program’s details. He also believes it is best to be an open book. His goal is to listen to people and try to give them the answers to questions they do not know to ask.

Michael is the owner of a local movie theatre and restaurant in his community. During non-working hours, he has spent time as the President and Board Member of several organizations, while also volunteering his time at schools and with youth sport programs. He has been married for over 30 years and is a father of twins. He enjoys camping, hiking, and visiting with friends in his spare time.

Spencer French has over fifteen years of experience in the banking and finance industries. As a Financial Advisor, he can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, Spencer can help you to preserve and grow your wealth.

Spencer holds a BA in history and literature from Reed College, an MBA with emphasis in finance from Marylhurst University, and speaks fluent Spanish. In his spare time, Spencer enjoys hiking and fishing in the Columbia River gorge, spending time with his family, playing music, and weightlifting.

Johnna is a Portfolio Associate with the Bridgecrest Group at Morgan Stanley. Johnna is responsible for various forms of operational and administrative support for both financial advisors and clients, which includes providing pertinent information for advisors, helping resolve client inquiries/requests, providing paperwork and transaction details and coordinating meetings.

"I really enjoy my role in our relationships with clients. Anticipating their needs and helping to resolve issues when they arise is probably the most rewarding part of that."

Johnna has been with Morgan Stanley since 2004. Prior to joining the firm, she was a General Manager for a 25 person service business here in Portland. She has attended multiple operations and practice management training sessions here at Morgan Stanley.

Johnna lives in Longview, WA and appreciates being close to her family and The Bridgecrest Group office.