Pueblo Branch Office

Harry along with his leadership team oversees the Colorado Springs, Pueblo, and Durango offices of Morgan Stanley. As a branch manager, he works closely with his advisors and support professionals by helping them leverage the firm’s powerful technology and platforms to ultimately serve their respective clients. Before taking this position, Harry was a Business Development Manager, followed by an Associate Market Manager for the Mountain States Market which included all the Morgan Stanley branches in Colorado, Utah, and Wyoming.

Prior to joining management, he was a financial advisor with the firm where he helped implement risk management solutions and speculative strategies in the foreign currency and commodity futures space. His career began in New York City at Allianz Global Investors as an internal investment consultant where he helped deliver capital markets analysis and financial solutions to financial advisors across the country.

Harry graduated from Colgate University with a degree in Economics and while attending, played on their Division 1 tennis team. Harry resides in Colorado Springs with his wife, son, and daughter. In his free time, Harry enjoys skiing, golf, and tennis.

John Wismiller is the Business Service Officer for the Colorado Springs, Colorado, branch, having joined Morgan Stanley in 1999. John worked as a Service Professional in the Billings, MT office for 15 years before moving into the management role he currently holds in 2014. John supervises support professionals to help provide world class service for each client. Equally important is helping to ensure a welcoming and inclusive environment at the Branch for all employees.

With over 27 years of financial services experience, all with Morgan Stanley, he is a knowledgeable resource for intricate service issues which may arise around estate distributions, asset transfers, and other complex transactions. John’s goal is to help deliver “world class” service to both clients and employees.

John received his BA in Business Administration and Finance in 1996 and his MBA in 1998 from Chadron State College in Chadron, NE.


Outside of work, John enjoys spending time with his wife of 30 years, Angel, their daughter Chloe and their two dogs, Ruby and Winston. John’s hobbies include reading, chess and spending time woodworking and woodturning. John enjoys building everything from larger pieces of furniture to small, decorative boxes. John’s woodturning includes decorative bowls, holiday ornaments, and pens.

Marco Lopez is a Risk Officer at Morgan Stanley in the Mountain States Market. He overseas the risk supervision functions for the Colorado Springs, Pueblo, and Durango wealth management offices. He started his career in Financial Services at Merrill Lynch and spent some time at J.P. Morgan prior to joining Morgan Stanley in 2022.
Marco is originally from Arizona and received his bachelor’s degree from Arizona State University. Marco resides in Colorado Springs with his girlfriend and their 3 kids. In his free time, Marco enjoys coaching little league baseball.

After graduating from Capella University with her bachelor’s degree in psychology, Codi Vegors, began her career as an elementary school teacher. After 5 years of teaching, she decided it was time for a change. In 2023, she began her career in the financial world as the Branch Administrator at Morgan Stanley.

Since joining the firm, Codi has developed a passion for a career in the financial industry and is studying to become registered. She also plans on returning to school to complete her Master’s in Business Administration.

Codi is a Colorado Springs native. In her free time, she enjoys being with her husband, children, and fur babies. She spends her weekends baking all sorts of sourdough goodies, reading, and sewing.

Susan Cattand serves as Business Development Manager for the Mountain States Market and is responsible for helping Financial Advisors grow and scale their practice. With a focus on understanding Financial Advisors’ goals and priorities, she connects them to firm resources to enhance and deepen their relationships with their clients. Susan has been in the financial services industry for 18 years and joined Morgan Stanley in 2025. Prior to Morgan Stanley, Susan was in National Accounts at Janus Henderson Investors, where she deepened key broker-dealer home office partnerships in the wirehouse channel. Prior to that, she held various roles in marketing and administration at Janus Henderson.

Originally from North Carolina, but being part of a military family, Susan spent a large part of her childhood in the Netherlands before moving to Colorado during high school. She earned her bachelor’s degree in sociology from the University of Colorado and is Series 7, 63 and 65 licensed. She serves as Co-Head of the Denver Chapter of Women in ETFs where she is active in their Mentorship and University Outreach programs, helping young women learn more about the financial services industry and grow in their careers.

Susan and her husband Rob are nearly empty nesters located in southeast Aurora, CO. They have two college-aged daughters and an adult son. Susan spends her free time trying new recipes, working on her golf game, catching live music and theater, and supporting her sports teams, the Colorado Rapids, Tottenham Hotspur and the Pittsburgh Steelers.

​Matt Williams is the Consulting Group’s Regional Advisory Director for Morgan Stanley’s Western and Mid America Regions. In this capacity, Matt manages the strategic initiatives, coverage model and sales director team for the Consulting Group business line. In addition, Matt is responsible for business development, marketing and sales efforts of investment advisory services throughout the mountain states region. He works directly with Financial Advisors on improving their usage and knowledge of the advisory platforms. Additionally, Matt works closely with other strategic areas of focus for the advisory business including MS Virtual Advisor, MS Portfolios Solutions and the CG Fixed Income Specialists team. ​Prior to his role as Regional Manager/Regional Director, Matt was the Senior Divisional Analyst for Western & Central Division. In this position Matt oversaw 10 technical analysts located across the western part of the country. Matt was also responsible for training analysts that work for branches or individual Financial Advisors. Matt has a B.S. in Finance from the University of Utah and is Series 7, 9, 10 and 66 licensed. Matt also holds the Certified Investment Management AnalystSM designation, administered by the Investments and Wealth Institute.

John Jameson is a Regional Director within the Alternative Investments Group at Morgan Stanley, covering the Western Region. John joined Morgan Stanley from SkyBridge Capital where he was a Vice President covering hedge funds, real estate, private equity, and credit strategies for Financial Advisors in the Southeast. During his time at SkyBridge John worked with Financial Advisors and their teams to build out the alternative investment sleeve of their portfolio. John looks forward to continuing that success here at Morgan Stanley across both proprietary and third-party strategies. A native to Georgia, John received a B.S. in Business from the University of Georgia and will be based in New York, NY.

Gary Sanchez is a First Vice President and Practice Management Consultant at Morgan Stanley, where he serves as a strategic partner to financial advisors who are committed to building high-performing, future-ready businesses. With nearly two decades of experience in the financial services industry, Gary specializes in helping advisory teams achieve scale, deepen collaboration, and position their practices for long-term enterprise value.

Gary’s career began at OppenheimerFunds in 2007, and since then he has held a series of senior consulting and coaching roles at Invesco, Janus Henderson, and Syntrinsic Investment Counsel. Over the years, he has worked closely with hundreds of advisors across the country, providing customized guidance in three key areas: practice management, strategic teaming, and succession planning.

At Morgan Stanley, Gary leads initiatives that foster internal partnerships among advisors, helping them leverage specialties, elevate client experience, and accelerate sustainable growth. His approach is rooted in a deep understanding of both the human and operational sides of advisory businesses — blending leadership development, strategic planning, and team dynamics to support growth that lasts.

He holds a BA from Colorado State University in Fort Collins and has completed executive education at two of the nation’s top business schools — the Wharton School at the University of Pennsylvania and the University of Chicago Booth School of Business.

A proud native of Denver, Colorado, Gary now resides in Morrison with his wife Sarah, their two young children, McKinsey and Francis, and their energetic dog, Norman. When he’s not working with advisor teams, he enjoys exploring the outdoors, traveling with family, and coaching youth sports.

Paul is a Wealth & Estate Planning Strategist in Morgan Stanley’s Wealth Management Division, delivering sophisticated wealth planning advice to high-net worth individuals and families by advising on a variety of complex income, estate, gift and generation-skipping transfer tax planning techniques.

Prior to joining Morgan Stanley in 2022, Paul was an associate in the Private Wealth Planning group of the law firm Baker & Hostetler, LLP in its Denver, Colorado office. Previously, Paul was an associate in the Estates, Trusts & Tax Planning group of the law firm Pillsbury Winthrop Shaw Pittman, LLP in its New York, New York office. Paul’s career in private practice focused on developing and implementing sophisticated wealth planning advice and estate plans for high-net worth individuals and families to preserve wealth, protect assets from creditors and enhance philanthropic goals.

Paul attended Boston College where he earned a Bachelor of Arts in English. Thereafter, Paul earned his Juris Doctor from the Villanova University School of Law. After law school, Paul earned his Master of Laws (LL.M.) in Taxation from the New York University School of Law. Prior to joining Morgan Stanley in 2022, Paul was an associate in the Private Wealth Planning group of the law firm Baker & Hostetler, LLP in its Denver, Colorado office. Previously, Paul was an associate in the Estates, Trusts & Tax Planning group of the law firm Pillsbury Winthrop Shaw Pittman, LLP in its New York, New York office. Paul’s career in private practice focused on developing and implementing sophisticated wealth planning advice and estate plans for high-net worth individuals and families to preserve wealth, protect assets from creditors and enhance philanthropic goals.
Paul attended Boston College where he earned a Bachelor of Arts in English. Thereafter, Paul earned his Juris Doctor from the Villanova University School of Law. After law school, Paul earned his Master of Laws (LL.M.) in Taxation from the New York University School of Law.