Brian Currier
Senior Vice President, Wealth Advisor
Phone:
(503) 552-8224(503) 552-8224
The Northwest Shore Group at Morgan Stanley
Brian CurrierSean Zimmerman, CRPC®, CRPS®David A Price, CFP®Jack HartmannJames Daniel SchenkKenneth Hatch, QPFCFlorence KawaiKristin Conforti
Direct:
(503) 552-8228(503) 552-8228
Toll-Free:
(866) 382-7964(866) 382-7964
Our Mission Statement
Helping you with wealth planning strategies for your life and legacy
Our Story
We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Sean Zimmerman - Forbes 2019 America's Best In-State Next Generation Wealth Advisors
Forbes Best-In-State Next-Gen Wealth Advisors Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.
The Northwest Shore Group - Forbes 2024 Best In-State Wealth Management Team
Source: Forbes (Awarded Apr 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. mgstn.ly/3xkqypd
Sean Zimmerman - Forbes 2024 Best In-State Wealth Advisors
Source: Forbes (Awarded Apr 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. mgstn.ly/3xkqypd
Associations
Multnomah County Bar Associations - Affiliate
Institute for Divorce Financial Analysts
Portland State University Alumni Association - Board Member
Institute for Divorce Financial Analysts
Portland State University Alumni Association - Board Member
Location
760 SW 9th Ave
Suite 2100
Portland, OR 97205
US
Direct:
(503) 552-8228(503) 552-8228
Toll-Free:
(866) 382-7964(866) 382-7964
4800 SW Meadows Rd
Suite 400
Lake Oswego, OR 97035
US
Direct:
(503) 552-8228(503) 552-8228
2550 Denali St.
Suite 1700I
Anchorage, AK 99503
US
Direct:
(800) 233-2511(800) 233-2511
1701 SE Columbia River Dr
Suite 120
Vancouver, WA 98661
US
Meet The Northwest Shore Group
James Daniel Schenk
Senior Vice President, Wealth Advisor
Phone:
(503) 552-8226(503) 552-8226
Sean Zimmerman, CRPC®, CRPS®
Financial Advisor, Corporate Retirement Director
Phone:
(503) 552-8228(503) 552-8228
Phone:
(503) 243-5658(503) 243-5658
Phone:
(907) 263-5728(907) 263-5728
Phone:
(907) 263-5727(907) 263-5727
Florence Kawai
Registered Associate
Phone:
(503) 552-8227(503) 552-8227
Kristin Conforti
Support Professional
Phone:
(503) 243-5653(503) 243-5653
Lindsey Sawicki
Registered Support Professional
Phone:
(907) 263-5761(907) 263-5761
About Brian Currier
Brian has worked in the investment management industry since 1989. He received a BS in Finance and a BS in Management from the University of Oregon. He is a Senior Vice President and Senior Portfolio Manager. His experience is in Index Portfolio Management and Fixed Income Bonds.
Brian is active in the community, he does planning for Multnomah Club basketball along with Lincoln Youth baseball. He is an Eagle Scout and has been very active in Scouts over the years.
When he isn't being kept busy by his 4 & 7 year old boys, Bode & Kai.
Brian is active in the community, he does planning for Multnomah Club basketball along with Lincoln Youth baseball. He is an Eagle Scout and has been very active in Scouts over the years.
When he isn't being kept busy by his 4 & 7 year old boys, Bode & Kai.
Securities Agent: AK, VA, NM, MD, UT, ID, MA, FL, NV, MI, IN, WI, GA, HI, CA, WA, MT, CO, OR, NJ, KY, TX, SC, OH, NY, IL, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282955
NMLS#: 1282955
About James Daniel Schenk
Jim has worked in the investment management industry since 1991. He received his BS from Santa Clara University and is the regional alumni coordinator/advisor for the Portland area. He is closely involved with the CHAP (Children's Healing Art Project) in Portland and Jesuit High School where he attended.
Jim and his wife Salli have been keeping very busy with their son Aidan. He also coaches baseball and assists with Aidan's other passions of competitive rock climbing and soccer.
Jim and his wife Salli have been keeping very busy with their son Aidan. He also coaches baseball and assists with Aidan's other passions of competitive rock climbing and soccer.
Securities Agent: NY, GA, HI, SC, OR, OH, NV, MA, UT, MI, FL, CO, AK, TX, WA, MN, IN, AZ, CA, WI, VA, NJ, KY, MT, IL, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1407652
NMLS#: 1407652
About Sean Zimmerman
Sean has worked in the industry since 2005 and is a graduate of Portland State University. He received an honors degree in Economics. He is responsible for pensions and corporate 401(k) plans.
After spending time working for the Council of Economic Advisers in Washington, D.C. while finishing school, Sean returned to Oregon where he grew up. He has volunteered with various community boards and currently works with Portland State University's Alumni Association.
Sean and his wife Jes have one son, Caius.
After spending time working for the Council of Economic Advisers in Washington, D.C. while finishing school, Sean returned to Oregon where he grew up. He has volunteered with various community boards and currently works with Portland State University's Alumni Association.
Sean and his wife Jes have one son, Caius.
Securities Agent: SC, OR, NM, NH, MD, CA, MO, MA, KY, IN, MI, CO, WA, VA, UT, NJ, IL, HI, OH, NV, MT, GA, FL, AK, SD, TX, AZ, WY, WI, NY, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1369285
NMLS#: 1369285
About David A Price
Securities Agent: KS, WI, SC, FL, WA, IL, MT, CO, KY, AK, NC, GA, NV, AZ, VA, MI, ID, HI, CA, TX, OR, NY, NM, MA, IN, UT, OH, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1370633
NMLS#: 1370633
About Jack Hartmann
Jack Hartmann is a Financial Advisor at Morgan Stanley Wealth Management. He joined the firm in February 2012. His practice is focused on constructing comprehensive wealth building plans for families and individuals. Jack’s extensive experience working with Alaska Native Corporations has given him deep insight into the specific challenges they and their shareholders face, and he is humbled to put the knowledge he has gained to work for his clients.
Jack’s decision to pursue a career in finance was largely influenced by his father who was also a successful financial advisor. Raised at an early age to read and understand financial literature, Jack developed a keen interest in the business. He expanded his knowledge by attending George Fox University where he received an Undergraduate Degree in Business Administration and Azusa Pacific University graduating with a Master of Arts in Management.
Building deep and long lasting relationships is one of Jack’s most deeply held values. He utilizes Morgan Stanley’s technology platform and vast resources including education and estate planning, trust service, and insurance to meet his clients’ needs.
Jack is a member of Anchorage Chamber of Commerce. An avid fitness enthusiast who competed in Track and Field while attending college, he can be found at the gym or enjoying the Alaskan outdoors hiking, hunting and fishing. He is married to Makenna Hartmann and they've recently had a baby daughter. The couple lives in Anchorage with their Miniature Schnauzer Millie.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Jack’s decision to pursue a career in finance was largely influenced by his father who was also a successful financial advisor. Raised at an early age to read and understand financial literature, Jack developed a keen interest in the business. He expanded his knowledge by attending George Fox University where he received an Undergraduate Degree in Business Administration and Azusa Pacific University graduating with a Master of Arts in Management.
Building deep and long lasting relationships is one of Jack’s most deeply held values. He utilizes Morgan Stanley’s technology platform and vast resources including education and estate planning, trust service, and insurance to meet his clients’ needs.
Jack is a member of Anchorage Chamber of Commerce. An avid fitness enthusiast who competed in Track and Field while attending college, he can be found at the gym or enjoying the Alaskan outdoors hiking, hunting and fishing. He is married to Makenna Hartmann and they've recently had a baby daughter. The couple lives in Anchorage with their Miniature Schnauzer Millie.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Securities Agent: NM, CA, NC, IL, NJ, MT, FL, NY, MN, LA, KY, TN, OH, MI, HI, AK, NV, ND, IN, AZ, OR, MO, KS, GA, CO, TX, OK, MA, ID, WI, WA, VA, SC, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1312548
NMLS#: 1312548
About Kenneth Hatch
Securities Agent: LA, KS, AK, OH, IN, HI, NM, VA, NY, ID, FL, CA, TN, MI, MA, SC, PA, KY, IL, NV, NJ, MT, WI, WA, NH, MO, IA, CO, TX, OR, AZ, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1290649
NMLS#: 1290649
Contact Brian Currier
Contact James Daniel Schenk
Contact Sean Zimmerman
Contact David A Price
Contact Jack Hartmann
Contact Kenneth Hatch
Wealth Management
From Our Team
You’re Ready for Retirement. Is Your Portfolio?
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Northwest Shore Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)