Our Team at Morgan Stanley Sacramento Market

About Kristen Dinsbach

Kristen has been in the financial services industry for over 16 years and has worked for organizations such as the Hartford Life Insurance Company and Charles Schwab. Prior to Morgan Stanley, Kristen was a Regional Vice President for Northern CA and NV with Columbia Threadneedle Investments in the financial services industry. Currently, Kristen is responsible for Business Development for the Market and strives to be a resource to financial advisors by being the conduit to various tools and resources at the Firm. She also engages in coaching, practice management, and business development opportunities. Her experience provides the Market with a comprehensive perspective on the industry as well as how best to execute the Firm’s mission for client satisfaction within the community.

Kristen graduated cum laude with a Bachelor of Science degree in Business Administration from Saint Michael’s College in Colchester, VT in 2004. While attending college, Kristen was the Team Captain for the Cross Country Running team, raced on the D1 Cross Country Ski team, and ran marathons. Outside of the office, Kristen has a passion for fitness and leading a healthy lifestyle and has currently participated in 10 fitness competitions.

About Lisa Haygood

Lisa Haygood is a seasoned professional in the field of risk management, boasting over 23 years of extensive experience as a Senior Risk Officer. With a robust career dedicated to helping organizations navigate the complexities of risk and compliance, Lisa has developed a reputation for her keen analytical skills and strategic decision-making capabilities.

Throughout her career, Lisa has been instrumental in fostering a culture of risk awareness within her teams. She excels at translating complex regulatory requirements into actionable plans, ensuring that stakeholders at all levels understand their roles in risk management. Her ability to communicate effectively and build relationships has been pivotal in her success, enabling her to work collaboratively with cross-functional teams to achieve common goals.

In addition to her professional achievements, Lisa is also a devoted family woman. She shares her life with her husband, Matt, and their two beautiful daughters. Together, they create a nurturing environment filled with love, laughter, and shared experiences. Outside of her professional commitments, Lisa is passionate about enriching her personal life. She finds joy in reading, where she explores various genres that inspire her both personally and professionally. Cooking is another cherished activity, as she enjoys experimenting with new recipes and creating memorable meals for her family. Lisa believes in the importance of work-life balance and makes a concerted effort to spend quality time with her loved ones. Whether it’s taking family trips, enjoying game nights, or simply sharing stories at the dinner table, she values the moments that bring her family together and strengthen their bond.

About Kristy McGee

Kristy grew up in the Roseville, CA area and graduated from California State University, Sacramento majoring in Child Development and a post graduate Multiple Subject Teaching Credential. Kristy started in the securities industry in 1999 as an intern at Morgan Stanley in Folsom, CA. She spent nearly the next ten years working in different roles, but most of her time was spent in the service area. In 2008, Kristy went on to pursue her career in teaching where she taught Kindergarten and 4th grade. As much as she loved spending time with the kids at school, her passion for the securities industry called her back in 2011. In 2015, Kristy returned to Morgan Stanley where she is currently the Market Business Service Officer. In her spare time, Kristy takes her to two dogs (Stella & Dottie) for walks, travels with family and works on DIY home projects.

About Robin Wood

Robin Wood has been in the banking, lending, and financial industry for more than 35 years with experience in management, consulting, and administration. She originally joined Morgan Stanley as a Client Service Associate working with a team of Financial Advisors in Pleasanton, and is now the Market Administrator in Sacramento.

Robin was born and raised in the Bay Area, but now enjoys exploring the areas around Sacramento and the Sierra Foothills with her husband, Jerry.

About Sue Callantine

Sue Callantine is a Private Banker serving Morgan Stanley Wealth Management branches in California and Nevada.

Sue began her career in financial services in 1997. Prior to joining Morgan Stanley in 2019, she was a Private Banker at Bank of the West. Sue has also been a Private Banker at Wells Fargo and Bank of America, as well as a Wealth Management Banker at Merrill Lynch.

Sue received a Bachelor of Business Administration in Management from University of Alaska Anchorage.

She resides in Orangevale, CA with her husband Mark. Sue currently serves on the Hope Gala Board of Ambassadors for the American Cancer Society. Outside of the office, she enjoys gardening, reading and traveling.

Interested in a Career at Morgan Stanley?

Financial Advisors

Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.

Experienced Professionals

Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.

Branch Address

310 Hemsted Dr
Ste 100
Redding, CA 96002
US
Branch:
(530) 223-4200(530) 223-4200
Toll-Free:
(800) 733-6126(800) 733-6126

Branch Manager

David Carter
Phone:
(530) 222-7307(530) 222-7307

Branch Address

5390 Kietzke Lane
Suite 200
Reno, NV 89511
US
Branch:
(775) 823-8600(775) 823-8600
Toll-Free:
(800) 755-6635(800) 755-6635

Branch Manager

Dean A. Obenauer
Phone:
(775) 982-8661(775) 982-8661

Branch Address

2421 Buhne Street
Eureka, CA 95501
US
Branch:
(707) 445-2014(707) 445-2014
Toll-Free:
(800) 776-7403(800) 776-7403
Fax:
(707) 444-3695(707) 444-3695

Branch Manager

Jason Barr
Phone:
(707) 441-3425(707) 441-3425

Branch Address

1478 Stone Point Dr
Suite 500
Roseville, CA 95661
US
Branch:
(916) 797-7700(916) 797-7700
Toll-Free:
(888) 335-6370(888) 335-6370
Fax:
(916) 797-7750(916) 797-7750

Branch Manager

Curtis B. Falk
Phone:
(916) 797-7790(916) 797-7790

Branch Address

2365 Iron Point Road
Ste 235
Folsom, CA 95630
US
Branch:
(916) 983-8888(916) 983-8888
Toll-Free:
(800) 626-7019(800) 626-7019
Fax:
(916) 984-3388(916) 984-3388

Branch Manager

James Dugan
Phone:
(916) 984-3384(916) 984-3384

Branch Address

400 Capitol Mall
Suite 1900
Sacramento, CA 95814
US
Branch:
(916) 444-8041(916) 444-8041
Toll-Free:
(800) 755-8041(800) 755-8041

Branch Manager

Jason S. Parker
Phone:
(916) 567-2000(916) 567-2000

Branch Address

555 Main Street
Suite 100
Chico, CA 95928
US
Branch:
(530) 879-3260(530) 879-3260
Toll-Free:
(866) 703-2921(866) 703-2921
Fax:
(530) 879-3266(530) 879-3266

Branch Manager

Vitia Kozielski
Phone:
(530) 879-3271(530) 879-3271

Branch Address

3421 Brookside Road
Suite A
Stockton, CA 95219
US
Branch:
(209) 478-2230(209) 478-2230
Toll-Free:
(800) 745-2230(800) 745-2230

Branch Manager

Anthony C. Bott
Phone:
(209) 476-2885(209) 476-2885

Details

Conveniently located at the corner of March Lane and Brookside Road.

Branch Address

917 Tahoe Blvd
Ste 200
Incline Village, NV 89451
US
Branch:
(775) 586-2500(775) 586-2500

Branch Manager

Marshall Grant
Phone:
(775) 586-2515(775) 586-2515

Sacramento Branch

Find a Financial Advisor

Branch Address

400 Capitol Mall
Suite 1900
Sacramento, CA 95814
US
Branch:
(916) 444-8041(916) 444-8041
Toll-Free:
(800) 755-8041(800) 755-8041

Branch Manager

Jason S. Parker
Phone:
(916) 567-2000(916) 567-2000
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

Back to top



2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

Back to top



3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



4Alternative 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.

Back to top



5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.

Back to top



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, charitable giving, philanthropic planning and other legal matters.

Back to top



8Morgan 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, charitable giving, philanthropic planning and other legal matters.

Back to top



9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

Back to top



10Morgan 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

Back to top



11Morgan 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

Back to top



Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024