Lake Tahoe Branch Office

My career has spanned some of the best and worst performances in investment markets. It is experience that can't be replicated, and it's shaped my investment philosophy profoundly. Though a diversified allocation is a must, it's not enough. Tactical tilts and a focus on preservation of capital are critical, which often requires going against popular sentiment. Formulating a savvy approach to income generation in retirement is an often overlooked but crucial component.

My wife and I live in Truckee, CA with our twin boys, Rowan & Carson. We love the variety of outdoor activities that the area provides through the different seasons, and we enjoy the great people who choose to call this area home. We also enjoy aviation related activities, Kristi as a professional helicopter pilot and me as a private fixed wing pilot. We enjoy flying our Cessna to destinations throughout the Western U.S.

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC, PR, VI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

Angela grew up in the Sacramento area where she raised her family, daughter Asia and son Dayan. In 2008, Angela began her career in the securities industry with AG Edwards working with the Operations and Service departments. Angela joined Morgan Stanley in 2016 to continue her path in operations as a Senior Service Associate. Shortly after she joined the team, she became licensed with her Series 7 and 66. Immediately Angela entered and completed Morgan Stanley’s Leadership Readiness Program. At the completion, she was offered her current role as the Business Service Officer in Reno, NV where she most recently relocated to.

Angela welcomed her first grandchild in 2019 and is enjoying her new role as Grandma. She also enjoys being outdoors, hiking and meeting new friends. Exploring her new town and surrounding areas has become a favorite past time as well.

Prior to joining Morgan Stanley, Shannon spent 10 years with UBS where she held various roles with the last 4 years as an Administrative Manager/Associate Director. She also spent 13 years with Merrill Lynch where she was a Financial Advisor for 7 years and various other roles during her tenure. Shannon attended the University of Phoenix and holds Series 6,7,63,65,9,10 as well as her Insurance license.

Shannon was born and raised in South Florida and moved to the West Coast in 2001. She has been married for 35 years and has 2 great sons who are both married. They welcomed their first grandchild in June of 2021.

Shannon enjoys biking, hiking and playing disc golf with her kids.

Michelle joins us after a stint as the Executive Administrator to the CEO and Founder of Maui Jim. Prior to that role, Michelle built a 13 career at International Game Technology as an Internal Auditor performing Sarbanes-Oxley, compliance, operations and international audits. Prior to her Audit work at IGT, Michelle was an IGT Executive Assistant for several cross-functional executive levels.

Michelle is a graduate of California State University, East Bay and recently obtained the Notary Public to assist our client service needs.

When not working, Michelle enjoys traveling, music, crafting, and volunteering at local non-profits

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.