Gregory Cho, CFP®
Managing Director, Wealth Management, Senior Portfolio Management Director, Alternative Investments Director, Family Wealth Advisor, Financial Advisor
Phone:
(707) 571-5745(707) 571-5745
Industry Award WinnerOur Mission Statement
Our mission is to put our clients first—always.
We work with individuals and families to provide thoughtful, disciplined financial guidance and exceptional service, so clients experience transparency, consistency, and advocacy at every stage. Through collaboration, integrity, and purposeful planning, clients are supported in navigating complexity, protecting what matters most, and aligning resources with meaningful goals and long-term legacy planning.
We work with individuals and families to provide thoughtful, disciplined financial guidance and exceptional service, so clients experience transparency, consistency, and advocacy at every stage. Through collaboration, integrity, and purposeful planning, clients are supported in navigating complexity, protecting what matters most, and aligning resources with meaningful goals and long-term legacy planning.
Our Story
Time is our clients’ most valuable asset. Our goal is to help give time back to clients by providing clarity, coordination, and confidence across every aspect of their financial lives. We work with individuals and families who value thoughtful guidance, allowing them to focus on what matters most: their businesses, their families, and their long-term priorities.
We take a comprehensive approach to wealth management, helping clients oversee the many moving parts of their financial picture amid an ever-changing regulatory and economic landscape. Our work extends beyond investment advice alone, encompassing estate planning coordination, risk management, tax-efficient strategies, liability management and disciplined portfolio management, each tailored to the unique circumstances of every client.
Our process begins with gaining a deep understanding of who our clients are, what they value, and what they hope to achieve. This foundation allows us to deliver thoughtful, targeted advice aligned with a customized financial plan that reflects the full scope of their lives. Through close collaboration with clients and their professional advisors, we help ensure strategies are aligned, intentional, and effectively implemented.
The result is a close advisor-client relationship built on trust, transparency, and long-term partnership. Our clients rely on us to help them make informed decisions, adapt as their priorities evolve, and consistently execute strategies designed to protect what matters most and support a lasting legacy.
We take a comprehensive approach to wealth management, helping clients oversee the many moving parts of their financial picture amid an ever-changing regulatory and economic landscape. Our work extends beyond investment advice alone, encompassing estate planning coordination, risk management, tax-efficient strategies, liability management and disciplined portfolio management, each tailored to the unique circumstances of every client.
Our process begins with gaining a deep understanding of who our clients are, what they value, and what they hope to achieve. This foundation allows us to deliver thoughtful, targeted advice aligned with a customized financial plan that reflects the full scope of their lives. Through close collaboration with clients and their professional advisors, we help ensure strategies are aligned, intentional, and effectively implemented.
The result is a close advisor-client relationship built on trust, transparency, and long-term partnership. Our clients rely on us to help them make informed decisions, adapt as their priorities evolve, and consistently execute strategies designed to protect what matters most and support a lasting legacy.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your wealth management team, our role is to help you develop a personalized financial strategy that addresses all areas of weakness to improve your financial wellness. Over the years, we have developed a customized consulting process that allows us to define your goals and provide solutions that will help you achieve them.
Need help?
If you are having trouble utilizing the modern wealth management tools at our disposal or just want to learn more about their capabilities, check these guides out.
Helping a Loved One Buy a Home
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
Ways to Help With a Home Purchase
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.
Learn More
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn More
The GIC Weekly Description
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Learn More
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio InsightsNational Recognition:
2025, 2026 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded 2025,2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes (Awarded 2025,2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Location
3562 Round Barn Circle 1st
Fl
Santa Rosa, CA 95403
US
Direct:
(707) 524-1000(707) 524-1000
Meet The Round Barn Group
Toni Sprouse
Senior Vice President, Portfolio Management Director, Family Wealth Advisor, Financial Advisor
Phone:
(707) 524-0578(707) 524-0578
Zack Hirsekorn, CEPA®
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
Phone:
(707) 524-0518(707) 524-0518
Brianna O'Keefe
Vice President, Financial Planning Specialist, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(707) 524-0553(707) 524-0553
Daniel Rosaschi
Financial Planning Specialist, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(707) 571-5754(707) 571-5754
Jackson Yates, CFP®
Financial Advisor, Financial Planning Specialist
Phone:
(707) 571-5736(707) 571-5736
Fabiano Gomes
Portfolio Associate, Financial Planning Specialist*, Cash Engagement Specialist*
Phone:
(707) 571-5734(707) 571-5734
Yahaira Martinez Sanchez
Registered Client Service Associate
Phone:
(707) 571-5735(707) 571-5735
Mony Ward
Portfolio Associate
Phone:
(707) 571-5756(707) 571-5756
About Gregory Cho
Gregory has over 20 years of experience in the Financial Services Industry focusing on Advanced Planning and Portfolio Management. He is dedicated to helping successful individuals, business owners, and multi-generational families achieve their financial goals while also making a positive impact on their communities.
Gregory’s journey in the financial industry began after graduating from Sonoma State University. He started his career in 2001 and joined Morgan Stanley in 2004. His commitment to excellence has earned him a stellar reputation, and in recognition of his achievements, he was named one of North Bay Business Journal’s 40 under 40 in 2011. Gregory continued to enhance his experience by becoming a Certified Financial Planner™ in 2012 and a Family Wealth Advisor in 2013. His dedication has been further recognized with the titles of Executive Director and Senior Portfolio Management Director at Morgan Stanley. Additionally, he has represented his peers on the Pacific Coast Regional Financial Advisor Council.
Gregory’s approach to wealth management is rooted in a holistic philosophy that aligns with the long-term goals and values of clients. He believes in creating financial plans that serve as a blueprint for action, guiding Advanced Planning strategies to ensure the preservation and growth of assets. Gregory operates his business with three core values: work hard, do the right thing, and do the small things well. These values shape his commitment to providing the highest level of service for clients.
Gregory has been happily married to his wife, Harmony and together they have three children. Gregory enjoys attending his children's sporting events, golfing, running, and mountain biking in Trione-Annadel State Park. He is passionate about giving back to the community and actively participates in various volunteer efforts.
Gregory’s journey in the financial industry began after graduating from Sonoma State University. He started his career in 2001 and joined Morgan Stanley in 2004. His commitment to excellence has earned him a stellar reputation, and in recognition of his achievements, he was named one of North Bay Business Journal’s 40 under 40 in 2011. Gregory continued to enhance his experience by becoming a Certified Financial Planner™ in 2012 and a Family Wealth Advisor in 2013. His dedication has been further recognized with the titles of Executive Director and Senior Portfolio Management Director at Morgan Stanley. Additionally, he has represented his peers on the Pacific Coast Regional Financial Advisor Council.
Gregory’s approach to wealth management is rooted in a holistic philosophy that aligns with the long-term goals and values of clients. He believes in creating financial plans that serve as a blueprint for action, guiding Advanced Planning strategies to ensure the preservation and growth of assets. Gregory operates his business with three core values: work hard, do the right thing, and do the small things well. These values shape his commitment to providing the highest level of service for clients.
Gregory has been happily married to his wife, Harmony and together they have three children. Gregory enjoys attending his children's sporting events, golfing, running, and mountain biking in Trione-Annadel State Park. He is passionate about giving back to the community and actively participates in various volunteer efforts.
Securities Agent: MD, CA, VA, OR, MI, NJ, CT, RI, MN, IL, GA, AK, UT, NV, MO, AR, WI, PA, OH, NC, CO, WY, WA, VI, SC, OK, MT, FL, AZ, NY, LA, IN, NM, ME, MA, ID, HI, TX, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1268197
CA Insurance License #: 0D67676
NMLS#: 1268197
CA Insurance License #: 0D67676
About Toni Sprouse
Toni brings over 20 years of financial services experience to her role as a Financial Advisor, where she is dedicated to helping clients clearly identify their financial goals and develop actionable plans to achieve them. Her passion lies in guiding people toward understanding what they truly want and ensuring they have the tools and strategies needed to fulfill their ambitions.
Toni’s background includes over a decade of experience as a commercial banker with several well-known financial institutions where she specialized in helping small businesses generate the cash flow necessary to thrive and expand. As she transitioned to advising individuals on their personal finances, Toni recognized that many of the same financial principles apply. Today, her investment guidance is focused on helping clients generate the cash flow needed to maintain their lifestyle in retirement and achieve their goals with greater confidence. As a Morgan Stanley credentialed Family Wealth Advisor and Financial Planning Specialist, she offers comprehensive financial planning that addresses both sides of clients’ personal balance sheets.
Toni's approach is rooted in her commitment to providing holistic financial planning that goes beyond investment advice. She believes in empowering clients with the knowledge and strategies they need to make informed decisions, while ensuring that all aspects of their financial lives are considered. From the first conversation to the development of creative strategies; clients experience Toni’s authenticity and consideration as she leads the implementation of each client’s individualized solutions.
A Sonoma County native, Toni is deeply involved in her community. She founded Sonoma County Professional Women, an organization dedicated to supporting, empowering, and inspiring women to maximize their potential. In addition to her professional commitments, Toni volunteers with the Redwood Empire Food Bank and serves on the Board of Directors at Free To Be, an organization to empower teens to make healthy choices. Whatever time she has beyond those commitments is usually spent with her husband and four children, often spending weekends watching her youngest daughter play college soccer.
Toni’s background includes over a decade of experience as a commercial banker with several well-known financial institutions where she specialized in helping small businesses generate the cash flow necessary to thrive and expand. As she transitioned to advising individuals on their personal finances, Toni recognized that many of the same financial principles apply. Today, her investment guidance is focused on helping clients generate the cash flow needed to maintain their lifestyle in retirement and achieve their goals with greater confidence. As a Morgan Stanley credentialed Family Wealth Advisor and Financial Planning Specialist, she offers comprehensive financial planning that addresses both sides of clients’ personal balance sheets.
Toni's approach is rooted in her commitment to providing holistic financial planning that goes beyond investment advice. She believes in empowering clients with the knowledge and strategies they need to make informed decisions, while ensuring that all aspects of their financial lives are considered. From the first conversation to the development of creative strategies; clients experience Toni’s authenticity and consideration as she leads the implementation of each client’s individualized solutions.
A Sonoma County native, Toni is deeply involved in her community. She founded Sonoma County Professional Women, an organization dedicated to supporting, empowering, and inspiring women to maximize their potential. In addition to her professional commitments, Toni volunteers with the Redwood Empire Food Bank and serves on the Board of Directors at Free To Be, an organization to empower teens to make healthy choices. Whatever time she has beyond those commitments is usually spent with her husband and four children, often spending weekends watching her youngest daughter play college soccer.
Securities Agent: WY, AR, NV, NJ, NC, CO, VI, OR, OH, OK, MA, RI, MO, MN, HI, IL, CT, CA, WI, WA, VA, UT, TN, NY, NM, ME, MD, LA, AZ, MT, AK, SC, GA, TX, MI, IN, ID, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 634178
CA Insurance License #: 0E32665
NMLS#: 634178
CA Insurance License #: 0E32665
About Zack Hirsekorn
Zack is a dedicated Financial Advisor who takes pride in building relationships with clients based on trust and transparency. He focuses on developing clear and actionable financial plans that guide clients toward success. Zack is committed to delivering the full breadth of resources that Morgan Stanley offers, ensuring clients receive the highest standard of service.
Zack graduated from California Polytechnic State University in 2010. Before transitioning to the finance industry, he spent the early years of his career in the wine business, where he gained diverse experience running a consulting practice and working in sales. The onset of the pandemic in 2020 provided Zack with the opportunity to pursue his ultimate goal of working in finance. He joined Morgan Stanley as a Financial Advisor in 2022 and became a member of the Round Barn Group in 2024.
Zack is guided by a strong commitment to integrity and honesty, values that form the foundation of his client relationships. He believes in taking a comprehensive approach to wealth management, leaving no stone unturned when establishing a complete financial plan. His dedication to excellence ensures that clients receive personalized solutions tailored to their unique needs.
Residing in Santa Rosa, California, Zack enjoys an active lifestyle with his dog, Miles. He is passionate about cycling and serves as the head coach for the local middle and high school mountain bike team, while also competing in races across the Western U.S. Additionally, Zack leads the volunteer production team at his church and loves traveling the world, seeking new experiences and opportunities to grow.
Zack graduated from California Polytechnic State University in 2010. Before transitioning to the finance industry, he spent the early years of his career in the wine business, where he gained diverse experience running a consulting practice and working in sales. The onset of the pandemic in 2020 provided Zack with the opportunity to pursue his ultimate goal of working in finance. He joined Morgan Stanley as a Financial Advisor in 2022 and became a member of the Round Barn Group in 2024.
Zack is guided by a strong commitment to integrity and honesty, values that form the foundation of his client relationships. He believes in taking a comprehensive approach to wealth management, leaving no stone unturned when establishing a complete financial plan. His dedication to excellence ensures that clients receive personalized solutions tailored to their unique needs.
Residing in Santa Rosa, California, Zack enjoys an active lifestyle with his dog, Miles. He is passionate about cycling and serves as the head coach for the local middle and high school mountain bike team, while also competing in races across the Western U.S. Additionally, Zack leads the volunteer production team at his church and loves traveling the world, seeking new experiences and opportunities to grow.
Securities Agent: NE, MN, GA, WI, NY, NM, IN, RI, LA, CT, CA, AZ, AR, MO, VI, TN, SC, OR, MI, WA, NJ, CO, AK, TX, MT, ME, WY, MA, IL, NC, VA, UT, OH, MD, ID, HI, OK, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2473733
CA Insurance License #: 4292369
NMLS#: 2473733
CA Insurance License #: 4292369
About Brianna O'Keefe
Brianna is a dedicated Financial Advisor at Morgan Stanley who is passionate about helping individuals, small business owners, and multigenerational families achieve financial stability and growth. Her goal is to help safeguard each clients’ wealth while empowering them to reach their financial aspirations.
Brianna’s passion for financial management was spurred watching her loved ones navigate the financial crisis. She graduated from Sonoma State University in 2018 with a degree in Business Administration, with a concentration in Finance. In 2019, she began her career at Morgan Stanley as a Wealth Advisor Associate. By 2020, she had earned the designation of Financial Planning Specialist, and in 2022, she advanced to her current role as a Financial Advisor with The Round Barn Group at Morgan Stanley.
Brianna’s approach to financial advising is rooted in a comprehensive understanding of both short- and long-term goals. She utilizes advanced planning strategies to make holistic wealth management decisions that align with each clients’ needs. Brianna is committed to providing clients with the knowledge and competence required to navigate the complexities of financial markets and regulations. Her business is guided by the principles of honesty, hard work, and a steadfast commitment to her client’s success.
Brianna resides in Santa Rosa with her partner, Patrick, and their two sons. The family also includes their two dogs, Gauge and Charlie. Brianna is an active community member, serving as Treasurer on the Board of Directors for Verity. In her free time, she enjoys snowboarding in Tahoe and spending quality time with family and friends.
Brianna’s passion for financial management was spurred watching her loved ones navigate the financial crisis. She graduated from Sonoma State University in 2018 with a degree in Business Administration, with a concentration in Finance. In 2019, she began her career at Morgan Stanley as a Wealth Advisor Associate. By 2020, she had earned the designation of Financial Planning Specialist, and in 2022, she advanced to her current role as a Financial Advisor with The Round Barn Group at Morgan Stanley.
Brianna’s approach to financial advising is rooted in a comprehensive understanding of both short- and long-term goals. She utilizes advanced planning strategies to make holistic wealth management decisions that align with each clients’ needs. Brianna is committed to providing clients with the knowledge and competence required to navigate the complexities of financial markets and regulations. Her business is guided by the principles of honesty, hard work, and a steadfast commitment to her client’s success.
Brianna resides in Santa Rosa with her partner, Patrick, and their two sons. The family also includes their two dogs, Gauge and Charlie. Brianna is an active community member, serving as Treasurer on the Board of Directors for Verity. In her free time, she enjoys snowboarding in Tahoe and spending quality time with family and friends.
Securities Agent: CA, VA, TX, SC, RI, OH, LA, TN, NM, NC, MI, ME, IL, CT, AZ, NY, MD, GA, WA, NV, MT, ID, HI, WI, FL, VI, UT, MN, WY, CO, AR, OK, MO, MA, IN, AK, OR, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1944109
NMLS#: 1944109
About Daniel Rosaschi
Dan is a seasoned professional with over 20 years of experience in the financial services industry. He is passionate about helping successful individuals, business owners, and multi-generational families achieve their financial goals. By focusing on advanced planning strategies, Dan aligns clients’ near term needs with their long-term goals and values, simplifying the wealth management process.
Dan graduated with honors from UC Davis in 2003, earning a bachelor's degree in Economics. After many years at various banking institutions, he began his journey at Morgan Stanley in 2021 as a private banker, where he played a key role in implementing innovative financing solutions and collaboration with financial advisors and their clients. In 2023, he transitioned to The Round Barn Group at Morgan Stanley as a Financial Advisor, bringing with him a wealth of experience in estate planning, financial planning, private banking, and lending.
Dan's approach to financial advising is comprehensive and client focused. He crafts financial plans that reflect each client's unique goals, values, family needs, and estate planning considerations. These plans are regularly updated to adapt to the evolving complexities of each clients’ lives. Dan is guided by a strong commitment to doing the right thing, meticulous attention to detail, and prioritizing his client's best interests.
A Santa Rosa native and graduate of Montgomery High School, Dan was also an Eagle Scout. He lives in Santa Rosa with his wife, Erika, and their dogs, Arnie and Kota. In his free time, he enjoys outdoor activities such as backpacking, snowboarding, camping, and kayaking on the Russian river. Dan is deeply involved in his community, serving as President of the Board of Directors of Chops Teen Club and actively participating in the Santa Rosa Sunrise Rotary Club.
Dan graduated with honors from UC Davis in 2003, earning a bachelor's degree in Economics. After many years at various banking institutions, he began his journey at Morgan Stanley in 2021 as a private banker, where he played a key role in implementing innovative financing solutions and collaboration with financial advisors and their clients. In 2023, he transitioned to The Round Barn Group at Morgan Stanley as a Financial Advisor, bringing with him a wealth of experience in estate planning, financial planning, private banking, and lending.
Dan's approach to financial advising is comprehensive and client focused. He crafts financial plans that reflect each client's unique goals, values, family needs, and estate planning considerations. These plans are regularly updated to adapt to the evolving complexities of each clients’ lives. Dan is guided by a strong commitment to doing the right thing, meticulous attention to detail, and prioritizing his client's best interests.
A Santa Rosa native and graduate of Montgomery High School, Dan was also an Eagle Scout. He lives in Santa Rosa with his wife, Erika, and their dogs, Arnie and Kota. In his free time, he enjoys outdoor activities such as backpacking, snowboarding, camping, and kayaking on the Russian river. Dan is deeply involved in his community, serving as President of the Board of Directors of Chops Teen Club and actively participating in the Santa Rosa Sunrise Rotary Club.
Securities Agent: TX, MI, NC, IN, NY, NV, MA, HI, GA, CO, AR, MT, WY, VI, VA, TN, OH, ID, CT, SC, OR, ME, OK, MO, AK, LA, IL, CA, WI, WA, RI, NM, NJ, MD, FL, AZ, UT, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 479760
CA Insurance License #: 0F67889
NMLS#: 479760
CA Insurance License #: 0F67889
About Jackson Yates
Jackson is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® with Morgan Stanley, focusing on special needs planning. He focuses on bringing structure and clarity to families navigating complex lifetime care costs, while also designing precise wealth strategies for business owners and corporate professionals managing concentrated equity.
Jackson's drive to serve his clients is deeply personal. Witnessing his community rebuilt after the 2017 Tubbs Fire, and helping his own family navigate the recovery process, instilled in him a profound appreciation for the necessity of proactive, detailed planning. This experience anchored his commitment to wealth management, a path that began after he graduated from California Polytechnic State University, San Luis Obispo.
Jackson launched his career in Los Angeles at J.P. Morgan Private Bank. After honing his analytical skills as a wealth management analyst and advancing to Financial Advisor, he returned to his roots in Santa Rosa in 2025. Now a member of The Round Barn Group, he pairs his institutional background with local perspective to serve his hometown community.
In his practice, Jackson applies a rigorous approach to balancing short-term needs with long-term vision. Whether coordinating specialized financial strategies designed to protect a family’s future or managing complex corporate equity exposure, he provides the meticulous execution and transparency his clients expect.
A Sonoma County native, Jackson is an avid outdoorsman who can often be found trail running, hiking, or mountain biking. He is also deeply involved in his professional and local communities; in 2026, he was appointed to the board of the Redwood Empire Estate Planning Council and joined the finance committee of Sweetwater Spectrum, a local non-profit providing housing for adults with autism.
Jackson's drive to serve his clients is deeply personal. Witnessing his community rebuilt after the 2017 Tubbs Fire, and helping his own family navigate the recovery process, instilled in him a profound appreciation for the necessity of proactive, detailed planning. This experience anchored his commitment to wealth management, a path that began after he graduated from California Polytechnic State University, San Luis Obispo.
Jackson launched his career in Los Angeles at J.P. Morgan Private Bank. After honing his analytical skills as a wealth management analyst and advancing to Financial Advisor, he returned to his roots in Santa Rosa in 2025. Now a member of The Round Barn Group, he pairs his institutional background with local perspective to serve his hometown community.
In his practice, Jackson applies a rigorous approach to balancing short-term needs with long-term vision. Whether coordinating specialized financial strategies designed to protect a family’s future or managing complex corporate equity exposure, he provides the meticulous execution and transparency his clients expect.
A Sonoma County native, Jackson is an avid outdoorsman who can often be found trail running, hiking, or mountain biking. He is also deeply involved in his professional and local communities; in 2026, he was appointed to the board of the Redwood Empire Estate Planning Council and joined the finance committee of Sweetwater Spectrum, a local non-profit providing housing for adults with autism.
Securities Agent: MN, GA, IN, DE, WY, UT, RI, NJ, NE, LA, IA, DC, NM, MI, ID, CA, VI, KS, WA, TX, OR, HI, WI, VA, SD, NV, NC, MT, MA, IL, CT, CO, PA, ND, ME, FL, AZ, AR, SC, KY, OK, OH, NH, MS, AL, AK, TN, NY, MO, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2643546
CA Insurance License #: 4415185
NMLS#: 2643546
CA Insurance License #: 4415185
About Fabiano Gomes
Fabiano Gomes is a dedicated Portfolio Associate based in Santa Rosa, where he provides tailored service and proactive support to clients. Originally from Rio de Janeiro, Brazil, Fabiano values transparency in his work and enjoys collaborating with his team to help clients achieve their financial goals.
Fabiano earned his Bachelor of Science in Business Administration and Finance from San Francisco State University. He began his career as a Financial Advisor at Northwestern Mutual before joining Morgan Stanley in 2019 as a Client Service Associate. Due to his strong work ethic and dedication, he was promoted to Portfolio Associate in 2021.
Fabiano places a high value on building strong, lasting relationships with clients, grounded in mutual respect and responsiveness. He believes that maintaining honesty, simplicity, and authenticity is key to both his professional and personal life. These principles guide him as he helps clients navigate their financial journeys.
In his free time, Fabiano enjoys cycling and running, with a particular fondness for riding around the perimeter of Lake Tahoe. He also loves sharing his famous Brazilian BBQ with friends. Fabiano is committed to giving back and volunteers for UCSF Benioff Children's Hospital Oakland and Swim Across America.
*This role cannot solicit or provide investment advice.
Fabiano earned his Bachelor of Science in Business Administration and Finance from San Francisco State University. He began his career as a Financial Advisor at Northwestern Mutual before joining Morgan Stanley in 2019 as a Client Service Associate. Due to his strong work ethic and dedication, he was promoted to Portfolio Associate in 2021.
Fabiano places a high value on building strong, lasting relationships with clients, grounded in mutual respect and responsiveness. He believes that maintaining honesty, simplicity, and authenticity is key to both his professional and personal life. These principles guide him as he helps clients navigate their financial journeys.
In his free time, Fabiano enjoys cycling and running, with a particular fondness for riding around the perimeter of Lake Tahoe. He also loves sharing his famous Brazilian BBQ with friends. Fabiano is committed to giving back and volunteers for UCSF Benioff Children's Hospital Oakland and Swim Across America.
*This role cannot solicit or provide investment advice.
CA Insurance License #: 0L53244
About Yahaira Martinez Sanchez
Yahaira Martinez is a dedicated Registered Client Service Associate who is passionate about being a valuable resource to clients. Her drive to promote financial literacy stems from her experiences as the daughter of immigrants, witnessing first-hand the challenges faced during the financial crisis through this lens. Yahaira is committed to helping clients achieve financial literacy through education and personalized support.
Yahaira is a first generation, bilingual graduate from Sonoma State University, where she earned a bachelor's degree in Business Administration with a double concentration and finance and wine business strategies. She joined Morgan Stanley in 2021, initially working in the Napa branch before transitioning to the Round Barn Group in Santa Rosa in 2023.
Yahaira brings sharp attention to detail and efficiency to the team, yet her greatest strength lies in the care and empathy she shows towards clients. By genuinely listening and understanding their needs, she delivers a personalized experience that fosters trust and transparency. Yahaira’s goal is to make clients feel confident in their financial decisions.
Born and raised in Sonoma County, Yahaira lives with her family in Santa Rosa. She finds peace in nature and enjoys exploring waterfalls, with McCloud Falls in McCloud, California being her favorite. In her free time, she loves picnicking, hiking, camping, traveling, going to the beach, and completing 1000+ piece jigsaw puzzles.
Yahaira is a first generation, bilingual graduate from Sonoma State University, where she earned a bachelor's degree in Business Administration with a double concentration and finance and wine business strategies. She joined Morgan Stanley in 2021, initially working in the Napa branch before transitioning to the Round Barn Group in Santa Rosa in 2023.
Yahaira brings sharp attention to detail and efficiency to the team, yet her greatest strength lies in the care and empathy she shows towards clients. By genuinely listening and understanding their needs, she delivers a personalized experience that fosters trust and transparency. Yahaira’s goal is to make clients feel confident in their financial decisions.
Born and raised in Sonoma County, Yahaira lives with her family in Santa Rosa. She finds peace in nature and enjoys exploring waterfalls, with McCloud Falls in McCloud, California being her favorite. In her free time, she loves picnicking, hiking, camping, traveling, going to the beach, and completing 1000+ piece jigsaw puzzles.
CA Insurance License #: CA4316782
About Mony Ward
Mony is a dedicated professional with over 20 years of experience in the brokerage industry. As a Portfolio Associate at Morgan Stanley, she is committed to providing clients with a superior experience, assisting them with their financial needs through a collaborative and adaptable approach. Mony values the supportive culture of her team and is passionate about delivering exceptional service.
Mony graduated from Heald Business College with a specialist diploma in Computer Office Administration. She began her career as a sales assistant with Bank of America Investments. After the Merrill Lynch merger, she advanced to the role of registered senior client associate. Mony then joined GBS Financial, where she progressed from operation specialist to operations supervisor and later operations manager. In 2017, she joined Morgan Stanley, where she continues to leverage her extensive experience to serve clients effectively.
Mony believes in providing top notch client service through collaboration and adaptability. Her ability to listen to clients and address their unique needs is central to her role. She appreciates the culture at Morgan Stanley, where teamwork and client focused solutions are highly valued. Mony’s approach is grounded in a commitment to excellence and continuous improvement.
Mony resides in Santa Rosa, CA, with her husband Tim, and their two children. Outside of work, she is actively involved in her local temple, where she volunteers her time. Mony enjoys spending time with her family, camping, watching football, and taking family trips, cherishing the moments she shares with her loved ones.
Mony graduated from Heald Business College with a specialist diploma in Computer Office Administration. She began her career as a sales assistant with Bank of America Investments. After the Merrill Lynch merger, she advanced to the role of registered senior client associate. Mony then joined GBS Financial, where she progressed from operation specialist to operations supervisor and later operations manager. In 2017, she joined Morgan Stanley, where she continues to leverage her extensive experience to serve clients effectively.
Mony believes in providing top notch client service through collaboration and adaptability. Her ability to listen to clients and address their unique needs is central to her role. She appreciates the culture at Morgan Stanley, where teamwork and client focused solutions are highly valued. Mony’s approach is grounded in a commitment to excellence and continuous improvement.
Mony resides in Santa Rosa, CA, with her husband Tim, and their two children. Outside of work, she is actively involved in her local temple, where she volunteers her time. Mony enjoys spending time with her family, camping, watching football, and taking family trips, cherishing the moments she shares with her loved ones.
Contact Gregory Cho
Contact Toni Sprouse
Contact Zack Hirsekorn
Contact Brianna O'Keefe
Contact Daniel Rosaschi
Contact Jackson Yates
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Cindy W. Lee
Private Banker
About Cindy W. Lee
Cindy Lee is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Cindy began her career in financial services in 1996 and joined Morgan Stanley in 2022. Prior to joining the firm, she was a Custom Residential
Real Estate Specialist at Bank of America/Merrill Lynch where she also served as a Wealth Management Banker and Financial Advisor.
Cindy is a graduate of San Francisco State University, where she received a Bachelor of Science in Business Management. She resides in the Bay Area with her family. Outside of the office, Cindy dedicates time to volunteering, enjoys traveling, reading, watching sports and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Cindy began her career in financial services in 1996 and joined Morgan Stanley in 2022. Prior to joining the firm, she was a Custom Residential
Real Estate Specialist at Bank of America/Merrill Lynch where she also served as a Wealth Management Banker and Financial Advisor.
Cindy is a graduate of San Francisco State University, where she received a Bachelor of Science in Business Management. She resides in the Bay Area with her family. Outside of the office, Cindy dedicates time to volunteering, enjoys traveling, reading, watching sports and spending time with family and friends.
NMLS#: 637460
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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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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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
Iran Conflict: Seven Takeaways for Investors
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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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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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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Round Barn Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
