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 is a Business Service Officer based in Reno, Nevada, with more than 17 years of experience supporting operations and service functions in the securities industry. Raised in the Sacramento area, she began her career in 2008 with A.G. Edwards, where she built a strong foundation partnering closely with Operations and Service teams to help deliver a consistent, high-quality client and advisor experience.

In 2016, Angela joined Morgan Stanley to further develop her career in operations as a Senior Service Associate. Soon after joining the firm, she earned her Series 7 and Series 66 licenses and completed Morgan Stanley’s Leadership Readiness Program. Following the program, Angela was selected for her current role as Business Service Officer, bringing a leadership mindset, operational rigor, and a service-first approach to her team. She most recently relocated to Reno in 2019 and is focused on supporting efficient, well-controlled business operations while fostering strong collaboration across partners.

A defining part of Angela’s leadership journey is her experience as a cancer survivor. That chapter strengthened her ability to lead with perspective, composure, and empathy—reinforcing the importance of clear priorities, decisive action, and genuine care for others.

Outside of work, Angela is a proud mother and grandmother. She enjoys spending time outdoors, hiking, meeting new friends, and exploring Reno and the surrounding areas.

Shannon Mountain brings more than two decades of experience in wealth management and financial services. Prior to joining Morgan Stanley, she spent 10 years at UBS in a range of roles, most recently serving four years as an Administrative Manager/Associate Director. Earlier in her career, she spent 13 years at Merrill Lynch, including seven years as a Financial Advisor, along with additional positions of increasing responsibility. Shannon attended the University of Phoenix and holds FINRA Series 6, 7, 63, 65, 9, and 10 licenses.

Originally from South Florida, Shannon relocated to the West Coast in 2001. Outside of work, she enjoys biking, hiking, and spending time with family.

Michelle joined Morgan Stanley as a highly accomplished administrative and operations professional, bringing a distinguished record of executive support and organizational leadership. Most recently, she served as Executive Administrator to the Chief Executive Officer and Founder of Maui Jim, where she played a key role in managing strategic initiatives and executive operations.

Prior to that, Michelle spent over 13 years with International Game Technology (IGT), advancing through roles of increasing responsibility. As an Internal Auditor, she led complex Sarbanes-Oxley, compliance, operational, and international audit engagements, contributing to the company’s global governance and risk management objectives. Earlier in her tenure, she provided executive-level support to multiple cross-functional leaders, demonstrating exceptional operational insight and discretion.

A graduate of California State University, East Bay, Michelle recently obtained her Notary Public commission to further strengthen client service capabilities. Beyond her professional achievements, she is passionate about travel, music, and supporting local non-profit organizations.