Pacific Blue Heron Group at Morgan Stanley

With over 20 years of investment and financial advisory experience, Christopher began his career with Piper Jaffray in 1999 in the investment banking and fixed income trading divisions before entering wealth management in 2002. He worked with Piper Jaffray until 2006 when it was acquired by UBS Financial Services, joining Morgan Stanley in 2016. Christopher also serves as Senior Portfolio Management Director. This designation obligates him to provide advice and investment recommendations that he views as being in the best interests of his clients. He is also experienced in business retirement plans, restricted stock transactions (Rule 144 and 10b51 trading plans), trust services, education funding, charitable giving vehicles, and is responsible for the due diligence and analysis of investment strategies that he oversees as a portfolio manager.

Christopher graduated from the Honors Program at Seattle University with a B.A. in Economics, magna cum laude, and minors in English and Spanish. He has previously served as president of the Seattle University Board of Governors and is now currently a member of the Seattle University Board of Regents.

Raised in Idaho, he enjoys fly-fishing, hiking, camping, Crossfit, and was a professional ski instructor. He resides with his family in North Bend.

He holds Series 7, 66, and 31 securities licenses, and is registered in AK, AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, and WI.

(Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.)

With over 35 years of experience as a Financial Advisor, Stephanie assists clients through personal and professional life transitions, such as wealth events, retirement, weddings, deaths, divorces, and births, with purposeful financial planning and investment management. Her approach is to work with her clients, sharing her knowledge while helping clients define and achieve their goals.

Stephanie began her career in 1984 with Morgan Stanley in the Seattle office. At this time, she was one of the very few women advisors in the wealth management industry and focused her practice on value/dividend-yielding stocks and local municipal bond issuances. Early on, Stephanie’s investment approach evolved from that of a traditional stockbroker to a dedicated investment consultant offering customized portfolios for her clients.

Having attained key accreditations, Stephanie firmly believes that education is an ongoing endeavor and that accreditations are not meant to be static. To provide educated and informed advice in the ever-changing investment and financial planning landscape, she regularly takes courses and participates in investment conferences to stay current and to be on top of new developments in the industry.

Stephanie is a Certified Financial Planner™ (CFP^®). She is also a Certified Investment Management Analyst™ (CIMA^®), a less common designation earned at the Wharton School of Business, University of Pennsylvania. The CIMA^® credential represents a sophisticated knowledge base that provides her with elevated skills and tools to evaluate asset managers and to design optimal portfolios. Additionally, she holds the designation of Executive Financial Services Director which helps her in working with executives of publicly traded companies as they navigate wealth events.

A Pacific Northwest native, Stephanie graduated from the University of Washington in 1981 with a Bachelor of Science in Nursing. She lives in Seattle with her wife, Krista, and their Portuguese Water Dog, Isadora. Outside the office, she enjoys spending time in the San Juan Islands, hiking, boating, fishing and entertaining at their beach cabin on Lopez Island, as well as traveling to other parts of the world and exploring various cultures.

Stephanie recently completed 12 years serving on the Board of GSBA, Washington State’s LGBTQIA Chamber of Commerce which has over 1400 corporate and small business members, and which also runs a robust scholarship and education program. For 10 of those years, she served on the Executive Committee, and two years as Board Chair. She continues to serve on GSBA’s Nominations Committee and Corporate Advisory Board. She also recently completed 4 years of serving on the Morgan Stanley Pacific Coast Pride and Ally Council.

(Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.)

The strategies and/or investments discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.

Since 2004, Mark has been helping clients design and implement customized plans to address their financial needs and achieve their most important goals. With his analytical mind and attention to detail, Mark is adept at assembling and coordinating all the tools and resources clients need to help accomplish their objectives. As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), he is obligated to provide proficient and ethical personal financial planning that prioritizes his clients’ best interests and individual needs, from education funding and retirement planning to estate planning, and insurance strategies.

Prior to entering the financial services industry, Mark was a Program Manager at Concurrent Technologies Corporation as well as an aerospace engineer at United Technologies. Mark also served in the U.S. Navy as a Nuclear Engineer aboard the USS Bainbridge. He earned his B.S. in Engineering from Boston University and his M.S. in Management from the University of South Florida. With his diverse engineering and military background, Mark is a natural problem solver who brings value to our clients through a distinctive blend of structure, and pragmatism.

Born and raised in Massachusetts, Mark currently resides in Silverdale. When he’s not working, Mark enjoys snowboarding, golfing, and gardening. An active member of the community, he is an ardent supporter of Hospice of Kitsap County.

(Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.)

Cooper brings a balance of youthful enthusiasm and experience in financial planning for clients with complex wealth management needs. Along with his emphasis on goals-based financial analysis and planning, he is also well-versed on strategies for tax efficiency, philanthropic giving, retirement and estate planning. Cooper is dedicated to building long-term relationships by making himself available to our clients and helping them to bridge the gap between generations.

As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), he is obligated to provide proficient and ethical personal financial planning that prioritizes his clients’ best interests and individual needs, from education funding and retirement planning to estate planning, and insurance strategies.

Cooper began his wealth management career in 2014 in the San Francisco Bay area serving as the sole financial planner for a sophisticated clientele of ultra-high net worth individuals with an existing Morgan Stanley team. Then, in 2016, he returned to the Puget Sound area to continue his financial planning practice in the Seattle and Silverdale offices of Morgan Stanley. He earned his B.A. in Business Economics from Seattle University and has always been laser-focused on using his economic and financial knowledge to help people and their families preserve their wealth.

Raised on the Kitsap Peninsula, Cooper enjoys fly-fishing, and golf. He and his wife Ashley reside in Seward Park where they can often be spotted walking with their daughter Taylor and French Bulldog, Winston.

(Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.)

Since joining Morgan Stanley in 2017, Colleen has been delivering exceptional service to our clients. Her responsibilities include handling account processing and maintenance, asset transfers, and promptly addressing client requests. Her amicable personality and attention to detail help us win the trust and confidence of our clients.

Born and raised in Massachusetts, Colleen currently resides in Bremerton with her two rescue pups. When she’s not working, Colleen enjoys hiking, gardening, and spending quality time with her family. She is Series 7 and 66 licensed.

Christie is a Portfolio Associate with over 18 years of financial industry experience. She began her career as a bank operations manager in 2006 and joined Morgan Stanley Wealth Management in 2016. She is dedicated to all areas of client support, strives to create strong client relationships, and has a true compassion for helping others.

Being a Seattle native, Christie fully enjoys the Pacific Northwest lifestyle. Some of her favorite pastimes include reading, travel, and spending time in the great outdoors. She and her husband Bryan live in Covington with their two fun-loving Boston Terriers. She is Series 7 and 66 licensed and WA State insurance licensed.