Northwest Pilot Rock Group at Morgan Stanley

Greg Yechout is an Executive Director with over 25 years of wealth management experience. He has dedicated his career to simplifying client's financial lives, so they can enjoy the wealth they have created and leave the legacy they desire. He was named to Morgan Stanley’s distinguished Presidents Club in 2019 and to the Forbes Best In-State Wealth Advisor's list for 2023 and 2024.

Giving back to the community is one of Greg’s passions. He has been an active member of numerous boards and committees focused on urban development, child literacy and regional emergency services. He is currently an executive board member of Mercy flights. The nation’s first non-profit air ambulance service. His ongoing appreciation for the outdoors, travel and his family have shaped his core values. His grounded principals and sincere approach has helped deliver trusted financial advice in and ever changing world.


Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023)
Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

With over three decades of industry experience, Ray has navigated his clients through a multitude of market conditions. He brings intellectual capital and dedicated personal service to Northwest Pilot Rock’s clients and the team’s proprietary managed portfolio. Ray was named to the Forbes Best In-State Wealth Advisor's List in 2022 and 2023.

Ray is a Certified Financial Planner™ and received a bachelor’s degree in accounting from Central Washington University. Prior to his time at Morgan Stanley he worked for UBS, Paine Webber, and Merrill Lynch. Ray lives in Medford, OR with his wife Janice and dog Duke. They have two daughters, Marie and Lauren. He enjoys golfing, non-fiction reading, and taking trips to the Oregon Coast.



2022 & 2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022 & 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Joe Scheffler brings over 20 years of investment experience to his clients in guiding them through markets and planning for life and legacy goals. He provides dedicated personal service and portfolio management to individuals, families, businesses and institutions to manage, preserve and grow their wealth.

Joe graduated from Oregon State University with a Bachelor of Science degree and completed his MBA with Honors at Minnesota State University. While at OSU Joe met his wife Margaret. They live in the Rogue Valley of Southern Oregon and have 2 children, Alyson and Reagan.

Outside of work, he has been involved in a number of organizations including the D9 Foundation, Jackson County 4H, Lake Creek Fire District, and is currently a board member of Oregon State University’s ER Jackman Friends and Alumni. Joe enjoys a variety of outdoor activities and spending time with family.

With over 35 years in the financial industry, Susan Birdsong values educating her clients and supporting them through all facets of their financial lives. One of the most rewarding parts of her day-to-day business is seeing how she can affect change and provide confidence and security for her clients and their families. Susan is a trusted person they can turn to in making both financial and personal decisions.

Susan has been in the industry since 1987. Some of her previous experiences include working at a boutique Financial Planning firm and at Key Bank of Oregon covering 17 branches. In 1993, she also started the Investment Department at Rogue Credit Union. Susan believes this background gives her an advantage in efficiently servicing multiple clients’ needs and helping them navigate through all of her clients' questions and issues.

Susan values conversation, deepening her relationships, and making sure her clients understand their financial situations and collaborating on the decision-making process with her clients. Many financial situations and processes can be complex, so Susan breaks everything down to be simpler and more digestible. Even over the years, she continues to educate her clients so that they develop a collaborative relationship. In the end, Susan believes that this is how you build trust in your relationships.

Susan joined Smith Barney in 2003, continuing her focus to serve the people in her community. She works primarily with families and focuses on retirement planning, insurance needs and long-term care, PERS (Public Employees' Retirement System), and Federal Retirement Systems.

Susan attended Seattle University and studied Business and Philosophy. She lives with her husband, who she met in high school. She also has son Michael, granddaughter Astella Jade, and 2 rescue pitbulls Savvy and Rusty.

Outside of work, Susan enjoys quilting, canning, travel, and is known for making the best peach jam. She is also active in her community, making sandwiches for the homeless, quilting for military men and women with Quilts of Valor, and making blankets for children with Project Linus.

What’s your story? This question has captivated Jeff for the past 24 years at Morgan Stanley. Passionate about building long-term relationships that are based not only on financial capital but on the traditions and values that define clients. Understanding the unique story of each individual and family gives Jeff the ability to bring the full breadth and depth of the firm’s resources when creating a client’s financial pathway.

Out of the office you’ll find Jeff most weeks on the ice playing goalie for the local adult hockey league. Travel, dancing Argentine Tango and Ballroom, gardening and, of course, spending time with his wife and collies. Jeff volunteers on the boards of both the Southern Oregon Adult Hockey Association and Open Floor. He also finds time to help coach competitors in the Southern Oregon Youth Ballroom Championships.

Randy is a Financial Planning Specialist with three decades of experience in the financial services industry. He has been with Morgan Stanley since 2001. With a focus on behavioral finance and the psychology of investing, Randy’s guidance plays a key role in helping clients preserve their carefully constructed financial plans when markets become volatile. In doing so, he aims to improve their potential to reach their financial goals.

Randy’s experience has shown that this type of disciplined approach can help to maximize the effectiveness of clients’ financial plans and, ultimately, improve their outcomes. He and his team will help coordinate with clients’ tax, legal and other professional advisors to design comprehensive and strategic solutions to their most pressing financial challenges. While this is all very complex, Randy’s goal is to simplify clients’ financial lives, so they can enjoy the wealth they have created and leave the legacy they desire.

Randy lives in Medford, OR with his wife Kristen, their two sons Kyle and Andrew, and their dog Bandit. He enjoys traveling, hiking, physical fitness, and spending time with his family.

After 7 years in the NFL, Kevin retired from football and joined Morgan Stanley as a Global Sports & Entertainment Associate Director and NFLPA Registered Institutional Player Financial Advisor. He advises business owners, working professionals, NFL players, coaches, and front office executives on their investments. In his work with the firm's Global Sports & Entertainment division, he travels to professional teams and college athletic departments to teach financial literacy.

Kevin is a native of Nashville, TN. He holds a bachelor’s degree from UCLA and a Masters of Business Administration from the Kelley School of Business at Indiana University. In his NFL career, he played for the San Francisco 49ers, Baltimore Ravens, and Minnesota Vikings. He sits on the American Indian College Fund's NextGen Advisory Committee and is a certified private pilot. Kevin lives in Medford, Oregon with his wife, two children, and two dogs. Kevin enjoys flying, golfing, movies, and the outdoors.

Angie brings more than 35 years of financial services
experience to her work as a Group Director, handling
the organizational processes and administrative duties
for the team. She has held several different positions
throughout her career with Morgan Stanley including
working in the regional office and as a Business Service
Officer for the past 20 years. She maintains her FINRA
Series 7, 65 and 63 as well as her Series 9, 10 and
insurance license. An Oregon native, Angie enjoys
hiking, rafting, and spending time with her family.

Lisa began her career in the financial services industry in 2006 with Smith Barney where she worked in the operations department. In 2017, she transitioned to the Client Service Associate position. She holds both her Series 7 and Series 66 licenses.

A Rogue Valley Native, she enjoys spending time with family, reading, needlework and boating.

Merry has worked in the financial services industry for 18 years. She joined Morgan Stanley in 2010 where she brings her expertise in client service to the team as a Portfolio Associate. Merry holds both her Series 7 and Series 63 licenses.

Originally from Portland, OR, Merry moved to Medford, OR in 2005 where she resides with her husband Scott, daughter Colleen, son Tory, and twin daughters Helen & Vivian. Merry is currently serving on the Jefferson Elementary School Site Council, and volunteers as social media coordinator for Grandmas2Go. In her free time, Merry is an avid canner, reader, and enjoys outdoor activities such as hiking, running, and skiing with her family.

Katelyn graduated from Southern Oregon University with a Bachelor of Science degree in Business Administration and a Certificate in Business Information Systems. She began her career in banking and finance in 2015, Outside of work she enjoys spending time with friends and family, going to the gym, watching movies, and reading.