Our Team Is Built To Serve You

The PacWest Group is a team who delights in listening to your goals, values, and vision for the future with the experience to help align your priorities with your financial world.

Collectively, we bring over 100 years of financial services industry experience to provide our select clientele with a bespoke plan and comprehensive wealth and investment planning solutions designed to simplify financial complexity to help achieve clarity and control. As seasoned professionals, we combine our knowledge, skills and talents with the expansive resources and global reach of Morgan Stanley to address sophisticated client situations and help tailor strategies designed to meet each client's unique short and long-term goals.

Awards and Recognition:

Ken Anderson named to the Portland Business Journal's 40 Under 40 List
Source: (April, 2024) Portland Business 40 Under 40 awarded in 2024. This ranking was determined based on an evaluation process conducted by Portland Business Journal during the period from January 2024-April 2024. For more on methodology please go to https://www.bizjournals.com/portland/nomination/87476/2024/2024-40-under-40/

Securities Agent: NE, IL, NY, LA, CO, SC, OK, MN, KS, TN, MO, KY, NM, FL, AZ, WA, UT, ID, IA, PA, OR, GA, DC, TX, MD, CA, MT, HI, VA, NJ, MI, IN, WY, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282826
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Disciplined Process Focused On You

The PacWest Group believes creating a path for financial success begins with understanding your values, priorities and aspirations. Together, we work to define what is most important to you and your family, then develop a personalized strategy to help you get there. Through each step in our process, we provide objective advice to construct a plan that best suits you.
Step 1: Get To Know Each Other
• Listen carefully to understand what is important to you, your family and your legacy
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
Step 2: Assess Your Finances
• Gather important data, documents and financial statements
• Review the information collected to ensure data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan, utilizing proprietary tools and insights from Morgan Stanley, such as the Wealth Strategies Analysis (WSA Tool)
• Incorporate Strategies
• Present our recommendations along with key action steps
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to discuss progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time

What We Provide

The PacWest Group at Morgan Stanley combines their years of expertise and knowledge to help clients of substantial wealth simplify and manage their complex financial lives so that their families can live the lifestyle that they wish.

Family Office Resources help clients and Financial advisors utilize an expansive suite of highly specialized resources to address complex challenges of managing significant wealth so clients may make complicated decisions confidently. Here are some resources to help you navigate.
    Wealth Management Capabilities
    The PacWest Group at Morgan Stanley has exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our commitment to building, preserving and managing wealth of our clients forms the foundation of everything we do.
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    Estate Planning
    The PacWest Group looks at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
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    Executive Compensation: Stock & Stock Options
    Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risks of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.
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    Pre-Liquidity Event Planning
    Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
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    Alternative Investments
    The PacWest Group is highly skilled and experienced in providing clients with support through alternative investments. Learn how Morgan Stanley's comprehensive strategies, diverse talent and global resources can provide you with the opportunity to achieve your financial goals.
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    Investing With Impact
    Investing with impact delivers a comprehensive and holistic wealth solution for our clients that seek to generate market-rate financial returns alongside positive environmental and social impact.
    Learn More
Digital technology is centered on how people communicate, consume, transact and travel. Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice, allowing for a more in-depth view of a client's financial life to be taken.
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    Morgan Stanley Online (MSO)
    Morgan Stanley Online allows you to conveniently and securely manage your account online or on your mobile device.
    Learn More or Log In
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    Total Wealth View
    With Total Wealth View, we have the ability to view all of your assets together, linking your information from accounts at other financial institutions directly to Morgan Stanley Online, which gives us the ability to advise with your entire financial picture in mind.
    Total Wealth View
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    Digital Vault
    Keeping important documents and financial records organized and readily available is one of the most important things you can do. The Digital Vault allows you to build a central and shared document library where all documents are stored using encryption.
    Digital Vault
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    eSign
    eSign is an alternative to the traditional means of obtaining signatures from clients. To utilize eSign, all you need is a valid email address and phone number.
    Learn More

Morgan Stanley Research and Publications

Morgan Stanley helps to make complex financial ideas more digestible so that our clients understand what is being done on their behalf for their financial future and why. The links below provide material on topics that are affecting the world of business.
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Latest GIC
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    On the Markets
    Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
    Read the Report
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    How to Handle Volatility
    The markets have experienced increased volatility lately. Learn more about why investors should focus on the long game.
    Learn More
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    A Simple Retirement Checkup
    When market volatility arises, checking in on your retirement plan makes sense.
    Learn More
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    2024 Tax Tables
    Click the link below to view the tax tables for 2024.
    2024 Tax Tables
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    2025 Tax Tables
    Click the link below to view the 2025 Tax Tables.
    2025 Tax Tables

Client Service Team

    Carousel Associate Image
    Ryan Coussens - Client Service Associate
    Phone:
    (503) 221-7620(503) 221-7620
    Ryan Coussens
    Client Service Associate

    Ryan has 15 years of industry experience and has held various roles including Client Service Associate, Wealth Strategy Associate, and Financial Advisor. Ryan brings a wealth of knowledge, experience, and a commitment to outstanding service.

    Ryan has been deeply engaged in alpine ski coaching, teaching all ages and ability levels for Mt. Hood Meadows and holds a PSIA level III & Child Specialist II certification as well as a level 100 through US Ski & Snowboard. In addition to ski coaching, Ryan managed the Mazama Lodge in Government Camp and has co-managed Cascade Ski Club. He brings with him a passion for the outdoors and loves white water rafting, hiking, backpacking, and mountaineering. Ryan also has a passion for wild culinary mushroom foraging.

    Ryan's significant skills and experience make him a great fit for our clients and team.
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    Amy Oberson - Client Service Associate
    Phone:
    (503) 221-6611(503) 221-6611
    Amy Oberson
    Client Service Associate

    Amy Oberson joined Morgan Stanley in 2014 with 8 years of banking and client service experience. Amy truly enjoys her roll at Morgan Stanley and finds great joy in connecting with clients and going above and beyond to make sure their needs are met.

    In Amy’s time away from work, she enjoys spending time with her family. She and her husband Eric welcomed a baby boy in August of 2023. In addition to enjoying her time as a mom, Amy has a passion for archery hunting and is an avid fisherwoman. She also loves camping and foraging for wild mushrooms. A unique fact about Amy is that she was a softball pitcher for the University of Oregon during the 2002 through 2006 seasons. After completing four years of collegiate softball, Amy went on to play professional softball in Italy, where she finally retired from the sport after 15 years.

    Her heart for helping others along with her years of experience makes Amy a great fit for our team.
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    Brittany Rakoz - Client Service Associate
    Phone:
    (503) 221-7605(503) 221-7605
    Brittany Rakoz
    Client Service Associate

    Since joining Morgan Stanley in 2014, Brittany has focused on delivering exceptional client service. She enjoys variety and challenges, and is committed to getting things done accurately and efficiently.

    Prior to joining Morgan Stanley, Brittany served as Project Manager for a Portland-based nonprofit. Her responsibilities there included event coordination and cultivation of relationships with major donors and clients. A graduate of Portland State University, Brittany resides in Vancouver, Washington with her son and their cat Baron.

Location

760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 552-3365(503) 552-3365
Wealth Management
Global Investment Office

Portfolio Insights

Ready to start a conversation? Contact Ken Anderson today.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)