Eureka Branch Office

Since joining Morgan Stanley in 2002, Jason Barr has amassed a wealth of experience in the financial services industry. During his career he has earned several certifications, including becoming a Qualified Plan Financial Consultant “QPFC” the Series 7, 9, 10, 63, 65, and holds a CA insurance license, showcasing his dedication to professional growth.

At the heart of the Redwood Legacy Group, Jason plays an instrumental role in guiding clients towards the growth and preservation of their wealth. He focuses on the intricacies of Corporate and Individual retirement plans, alongside the strategic design of long-term investment portfolios.

Outside the office, Jason finds joy and balance in his personal life. He relishes time spent in Willow Creek with his wife and three sons. His commitment to his community is profound, with 17 years of active involvement in non-profit organizations and serving on school boards, highlighting his deep dedication to enriching and supporting the community around him.
Securities Agent: SC, TN, TX, UT, VA, VT, WA, WI, SD, AK, AL, DC, DE, HI, IA, KY, LA, ME, NH, NJ, OK, VI, WV, WY, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, PR, RI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 629482
CA Insurance License #: California Insurance License # 0D72061

Mark was born and raised in Glasgow, Scotland, and moved to the United States in 2017 when he married his wife Natalie. He graduated with a bachelors degree from the University of the West of Scotland, and now is working towards his MBA with a concentration in finance here at California State University, Sacramento.

Mark has been in the financial services industry since 2018 and has worked with institutions such as J.P Morgan, Wells Fargo, and Fidelity Investments before joining the management team at Morgan Stanley in 2023.

In his spare time Mark spends time with his family including his wife and two daughters, playing sports and travelling to new places. He also loves to watch soccer, especially Arsenal in the English Premier League.

Liz grew up in the Sacramento Area and graduated from UC Davis in 2004. She started her journey in the securities industry as a registered broker with E*Trade Financial. She relocated with E*Trade a couple times, taking her to Tampa, Florida and then to Sandy, Utah. Liz eventually found her way to Morgan Stanley, starting with the Utah Central Review Unit in 2012. After 10 years in Utah and 5 years in the CRU, she moved back to California and joined the Sacramento Market in 2017 as a Risk Officer. Liz is married and in her spare time, she likes to bake, garden, workout, and spend time with friends and family. Liz resides in West Sacramento, CA.

Kristen has been in the financial services industry for over 16 years and has worked for organizations such as the Hartford Life Insurance Company and Charles Schwab. Prior to Morgan Stanley, Kristen was a Regional Vice President for Northern CA and NV with Columbia Threadneedle Investments in the financial services industry. Currently, Kristen is responsible for Business Development for the Market and strives to be a resource to financial advisors by being the conduit to various tools and resources at the Firm. She also engages in coaching, practice management, and business development opportunities. Her experience provides the Market with a comprehensive perspective on the industry as well as how best to execute the Firm’s mission for client satisfaction within the community.

Kristen graduated cum laude with a Bachelor of Science degree in Business Administration from Saint Michael’s College in Colchester, VT in 2004. While attending college, Kristen was the Team Captain for the Cross Country Running team, raced on the D1 Cross Country Ski team, and ran marathons. Outside of the office, Kristen has a passion for fitness and leading a healthy lifestyle and has currently participated in 10 fitness competitions.

Sue Callantine is a Private Banker serving Morgan Stanley Wealth Management branches in California and Nevada.

Sue began her career in financial services in 1997. Prior to joining Morgan Stanley in 2019, she was a Private Banker at Bank of the West. Sue has also been a Private Banker at Wells Fargo and Bank of America, as well as a Wealth Management Banker at Merrill Lynch.

Sue received a Bachelor of Business Administration in Management from University of Alaska Anchorage.

She resides in Orangevale, CA with her husband Mark. Sue currently serves on the Hope Gala Board of Ambassadors for the American Cancer Society. Outside of the office, she enjoys gardening, reading and traveling.