My Story and Services

Mike joined Morgan Stanley in 2020 as a Financial Advisor and as a member of the 45th Parallel Group. He began his career as a Certified Public Accountant working as an auditor in Chicago, Illinois. As a CPA, Mike also worked in Transaction Advisory where he performed financial due diligence services for private equity clients on both buy side and sell side transactions.

Mike attended Michigan State University and graduated in 2012 with a Bachelors in Finance and a Masters in Accounting. While a student at MSU, Mike was a member of the Men’s Basketball team as a four-year letter winner under Coach Tom Izzo. During his time with the program, the team won two Big Ten Championships which included two Final Four appearances.

Community involvement is an important aspect of Mike’s life. He is an active member of the Finance Committee for Generations Ahead since 2022 and for The Children’s House Montessori School since 2024. He is a member of the Traverse City Michigan State alumni foundation and donates his time working with Michael’s Place, which is a charity organization aimed at helping young children who have lost parents or siblings.

Mike has been married to his wife Sarah since 2016 and they have two young daughters, Harper and Willow. Outside of work, Mike enjoys spending time with family and friends, enjoying time on the east arm of Grand Traverse Bay near his home, paddle boarding, golfing, traveling, skiing with his daughters and spending the summers on Lake Charlevoix.
Securities Agent: NV, HI, SD, OR, MT, MO, GA, CO, AZ, NM, DE, VA, PA, NJ, ID, TN, CA, WI, WA, UT, NY, MI, AK, DC, WY, SC, NH, MA, FL, OH, IN, TX, RI, NC, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2308527
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

While all client situations are unique, the Wealth Planning Process consists of the following six basic steps.

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    1. Introduction

    Getting to know you: Our relationship begins with an initial discussion aimed toward getting to know you, your lifestyle, and your future goals.

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    4. Analysis & Recommendations

    Helping you build an action plan:
    - Identify liabilities and risks
    - Coordination with outside advisors
    - Action plan-growth, preservation, and/or wealth transfer

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    2. Discovery

    Identify your values and goals:
    - Family
    - Risk Tolerance
    - Financial Milestones

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    5. Monitoring

    Ongoing evaluation and reporting:
    - Track progress toward goals
    - Set/follow guidelines for liquidity and asset allocation
    - Notification when portfolio strays outside guidelines
    - Performance reporting
    - Online access

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    3. Financial Plan

    Creating a plan for you:
    - Financial plan presentations map out essential factors that play into your financial success
    - We cover items such as: employer contributions, liquidity events, and insurance coverage
    - Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan

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    6. Performance Tracking

    Ongoing performance tracking:
    - We will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly
    - We will keep a high degree of communication with you to make sure your concerns and requests are always addressed

Awards & Recognition

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    2023 - Forbes 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.
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    Forbes Best-In-State Wealth Management Teams (2024 & 2025)
    We're pleased to share that the team was named to the Forbes Best-In-State Wealth Management Teams in 2024 and 2025.
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    2025 Northwestern Michigan College (NMC) Fellow Award
    We are excited to announce that Mark Lundmark has been selected as a 2025 recipient of the Northwestern Michigan College (NMC) Fellow Award!

Investor Resources

Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
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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.
    Read the Latest Report
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    Wealth Education Series
    Educational series on Goal Setting and Budgeting; Credit and Debt Management; and Introduction to Investing that demonstrates basic strategies as a starting point for more customized programs depending on your individual goals.
    Learn More
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    On The Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Read the Latest Report
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    Education Planning Series: 529s and More
    With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
    Learn More
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    Security Center- How to Protect Yourself Online
    Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
    Learn More
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    2025 Tax Tables
    Each year, the tax bill outlines how significantly taxes can impact your journey toward your financial goals — and highlights the value of integrating tax-efficient strategies into your investment process.
    Access the 2025 Tax Tables

Location

300 East Front St
Ste 300
Traverse City, MI 49684
US
Direct:
(231) 932-7244(231) 932-7244

Meet My Team

About Christine R. Tiesworth

University of Missouri-St. Louis: 1992 Bachelor of Science-Business Administration/Accounting.

Christine began her career at Morgan Stanley in 2009 and obtained her Series 7 registration in 2010. She is responsible for client service which includes researching client inquiries and identifying  client service solutions. She also assists in the portfolio management process with trade execution and monitors key operational activities that help ensure a seamless client experience.

 
Christine lives in Interlochen with her husband Mike and their children Brandon, Sam, Corey, Ben and Elli. She enjoys spending time with her family, being creative in the kitchen and walking outside with her dog Chase.

About Kathy M. Hartman

University of Michigan: 1987 Bachelor of Arts-Communications.

Kathy has been a part of the team since 2014. Her focus includes client reporting, meeting preparation, marketing and client communication.

She has lived in the Traverse City area since 1991 with her husband Steve.  They have a grown son Andrew and spend summers at their cottage in Leland, Michigan.  In her spare time she enjoys a variety of outdoor activities, teaching fitness classes and University of Michigan football.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Midyear Economic Outlook: A Widespread Deceleration
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2025 Midyear Economic Outlook: A Widespread Deceleration

Global growth is likely to slow in 2025 and 2026 as the shock of higher U.S. tariffs crimps demand around the world.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Michael Kebler today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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Awards Disclosures
CRC 6491812 (04/2024)