Cherry Creek Branch Office

For more than 30 years in finance Mike has been serving individuals and families as a CFP^® and Financial Advisor. As a Senior Vice President with Morgan Stanley, he is focused on helping clients make sense of complex financial scenarios, think through objectives, and pursue financial confidence through careful planning and collaboration. At the Excelion Group we aim to make the planning process clear, thoughtful, and personalized; our collaborative approach allows us to integrate planning, portfolio management and ongoing communication so our clients feel supported every step of the way.

Mike completed his undergraduate degree in Political Economy at Williams College in 1992, and later obtained his CFP^® certification from Boston University in 1998. Mike strongly believes in serving others and giving back to his community. He has volunteered at organizations such as Denver Urban Scholars, Colorado Youth at Risk, the Denver Metro Chamber of Commerce Leadership Foundation and youth baseball. Additionally, Mike has spent hundreds of hours volunteering at The Children’s Hospital Denver and helping fundraising efforts through the Courage Classic. Mike and his wife Suzannah live in Lowry with their children, Molly and Zach, as well as their dogs. An avid golfer and skier, Mike likes to get out and enjoy all the fun experiences Colorado offers.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Jeremy Smith is a Vice President and Risk Officer with Morgan Stanley. He oversees the risk supervision function for offices in Utah, Wyoming and Colorado covering Holladay UT, Park City UT, Provo UT, Casper WY, Sheridan WY and Cherry Creek CO wealth management offices. He started his career in Financial Services at Morgan Stanley owned Discover Brokerage and has spent the last 4 years at the Morgan Stanley branch in Holladay UT. Jeremy received his bachelor’s degree from Brigham Young University and is originally from Pennsylvania but has called Utah home for most of his life. He enjoys spending time with his wife and two children exploring national parks, sites of interest, museums and road trips throughout the United States.

Susan Cattand serves as Business Development Manager for the Mountain States Market and is responsible for helping Financial Advisors grow and scale their practice. With a focus on understanding Financial Advisors’ goals and priorities, she connects them to firm resources to enhance and deepen their relationships with their clients. Susan has been in the financial services industry for 18 years and joined Morgan Stanley in 2025. Prior to Morgan Stanley, Susan was in National Accounts at Janus Henderson Investors, where she deepened key broker-dealer home office partnerships in the wirehouse channel. Prior to that, she held various roles in marketing and administration at Janus Henderson.

Originally from North Carolina, but being part of a military family, Susan spent a large part of her childhood in the Netherlands before moving to Colorado during high school. She earned her bachelor’s degree in sociology from the University of Colorado and is Series 7, 63 and 65 licensed. She serves as Co-Head of the Denver Chapter of Women in ETFs where she is active in their Mentorship and University Outreach programs, helping young women learn more about the financial services industry and grow in their careers.

Susan and her husband Rob are nearly empty nesters located in southeast Aurora, CO. They have two college-aged daughters and an adult son. Susan spends her free time trying new recipes, working on her golf game, catching live music and theater, and supporting her sports teams, the Colorado Rapids, Tottenham Hotspur and the Pittsburgh Steelers.

​Matt Williams is the Consulting Group’s Regional Advisory Director for Morgan Stanley’s Western and Mid America Regions. In this capacity, Matt manages the strategic initiatives, coverage model and sales director team for the Consulting Group business line. In addition, Matt is responsible for business development, marketing and sales efforts of investment advisory services throughout the mountain states region. He works directly with Financial Advisors on improving their usage and knowledge of the advisory platforms. Additionally, Matt works closely with other strategic areas of focus for the advisory business including MS Virtual Advisor, MS Portfolios Solutions and the CG Fixed Income Specialists team. ​Prior to his role as Regional Manager/Regional Director, Matt was the Senior Divisional Analyst for Western & Central Division. In this position Matt oversaw 10 technical analysts located across the western part of the country. Matt was also responsible for training analysts that work for branches or individual Financial Advisors. Matt has a B.S. in Finance from the University of Utah and is Series 7, 9, 10 and 66 licensed. Matt also holds the Certified Investment Management AnalystSM designation, administered by the Investments and Wealth Institute.

John Jameson is a Regional Director within the Alternative Investments Group at Morgan Stanley, covering the Western Region. John joined Morgan Stanley from SkyBridge Capital where he was a Vice President covering hedge funds, real estate, private equity, and credit strategies for Financial Advisors in the Southeast. During his time at SkyBridge John worked with Financial Advisors and their teams to build out the alternative investment sleeve of their portfolio. John looks forward to continuing that success here at Morgan Stanley across both proprietary and third-party strategies. A native to Georgia, John received a B.S. in Business from the University of Georgia and will be based in New York, NY.

Chad Johnson has been with Morgan Stanley for over 12 years and has held a number of roles within the firm. Initially joining Morgan Stanley in Chicago Financial Advisor in the firm’s Client Advisory Center. Chad has been a Client Service Associate, Complex Client Service Associate Coach and currently a Field Training Specialist. Chad’s experience across these different roles at Morgan Stanley has allowed him to hone his skills in the firm’s platforms, with a particular strength in Modern Wealth engagement. Before Morgan Stanley, Chad worked at small regional investment firm in Chicago where he built his book of business through vigorous cold calling. Chad covers multiple markets within Morgan Stanley’s Western Region, spanning across Colorado, Utah, Wyoming, Nevada and California. He has exceled at incorporating Modern Wealth Management tools into a business practice, with the client in mind.

Chad graduated from Michigan State University where he studied Telecommunications. In his free time, he can be found enjoying all the outdoor activities Colorado has to offer with his wife and 3 children.

Paul is a Wealth & Estate Planning Strategist in Morgan Stanley’s Wealth Management Division, delivering sophisticated wealth planning advice to high-net worth individuals and families by advising on a variety of complex income, estate, gift and generation-skipping transfer tax planning techniques.
Prior to joining Morgan Stanley in 2022, Paul was an associate in the Private Wealth Planning group of the law firm Baker & Hostetler, LLP in its Denver, Colorado office. Previously, Paul was an associate in the Estates, Trusts & Tax Planning group of the law firm Pillsbury Winthrop Shaw Pittman, LLP in its New York, New York office. Paul’s career in private practice focused on developing and implementing sophisticated wealth planning advice and estate plans for high-net worth individuals and families to preserve wealth, protect assets from creditors and enhance philanthropic goals.
Paul attended Boston College where he earned a Bachelor of Arts in English. Thereafter, Paul earned his Juris Doctor from the Villanova University School of Law. After law school, Paul earned his Master of Laws (LL.M.) in Taxation from the New York University School of Law.