Phone:
(775) 823-8628(775) 823-8628
Seeliger Sierra Mountain Group at Morgan Stanley
Direct:
(775) 823-8628(775) 823-8628
Toll-Free:
(800) 755-6635(800) 755-6635
Our Mission Statement
Providing an institutional level of service and a vast array of resources to help clients manage and grow their wealth.
Welcome
With a combined experience of over 70 years, the Seeliger Sierra Mountain Group at Morgan Stanley is dedicated to providing exceptional wealth management solutions for our valued clients. Our team takes pride in assisting individuals and families in effectively managing their finances, offering a comprehensive range of services including asset management, retirement planning, financial planning, cash management, lending, philanthropy management, and multigenerational family wealth management.
Our process begins by truly understanding you and your family's unique needs. We collaborate with you to develop a tailored financial plan that thoroughly analyzes your current situation and outlines your short-term, midterm, and long-term goals. Utilizing this plan as a foundation, we craft personalized investment recommendations and strategies specifically designed to meet your individual circumstances. Our aim is to help you achieve your financial objectives and realize the vision you have for your life. Throughout this process, we provide a high level of professionalism, creativity, and hands-on service to our clients.
For generations, we have worked with high-net-worth individuals and families, and we take immense pride in these long-term relationships. Our team has the necessary resources, tools, and experience to help empower you and your family to confidently manage your wealth.
We look forward to sharing our wealth management experience with you and welcoming you to join our esteemed clientele.
Our process begins by truly understanding you and your family's unique needs. We collaborate with you to develop a tailored financial plan that thoroughly analyzes your current situation and outlines your short-term, midterm, and long-term goals. Utilizing this plan as a foundation, we craft personalized investment recommendations and strategies specifically designed to meet your individual circumstances. Our aim is to help you achieve your financial objectives and realize the vision you have for your life. Throughout this process, we provide a high level of professionalism, creativity, and hands-on service to our clients.
For generations, we have worked with high-net-worth individuals and families, and we take immense pride in these long-term relationships. Our team has the necessary resources, tools, and experience to help empower you and your family to confidently manage your wealth.
We look forward to sharing our wealth management experience with you and welcoming you to join our esteemed clientele.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working with You to Define and Achieve Your Goals
Our relationship begins with a thorough understanding of you – your needs, your lifestyle, family, and your goals for the future. Leveraging our vast resources, including intellectual capital, experience, and dedicated service, we can work with you to create a personalized wealth strategy. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
Morgan Stanley’s personalized wealth management process is designed to provide a road map to your financial future.
This process can help you visualize the financial future you want for yourself and your family and outline the steps to achieve it.
Morgan Stanley’s personalized wealth management process is designed to provide a road map to your financial future.
This process can help you visualize the financial future you want for yourself and your family and outline the steps to achieve it.
Develop an Understanding
The purpose of our initial meetings is to develop a mutual understanding of what your goals are, what your current financial situation is, and what you are looking for in an advising relationship. Additionally, it will allow me to explain what my team and I offer, what our process and strategy is, and how we work with you to help you achieve your goals.
In this stage, we will discuss short-term, midterm, and long term goals, create a financial plan around these goals, and develop a strategy to put this plan into action.
In this stage, we will discuss short-term, midterm, and long term goals, create a financial plan around these goals, and develop a strategy to put this plan into action.
Implementation
Based on the results we agreed upon in the financial plan, we create a customized asset allocation targeting the best risk adjusted return possible to fit your needs and risk tolerance. Depending on the financial stage you are in, whether that's wealth accumulation or coming up on retirement, this allocation will be tailored to your needs and is designed to help you to feel comfortable with your financial future.
In doing this, we will analyze how much risk you are comfortable taking as well as what is necessary to achieve your goals.
In doing this, we will analyze how much risk you are comfortable taking as well as what is necessary to achieve your goals.
Ongoing Review
After we have created your financial plan, created a customized asset allocation, and helped you invest your money to align with this allocation, we meet with you a couple times a year to review your accounts, update your financial plan, and see if there is anything additional that we can help you with.
We know managing your assets can be stressful and time consuming. It is our mission to take that weight off of your shoulders and help you feel comfortable in your financial future.
We know managing your assets can be stressful and time consuming. It is our mission to take that weight off of your shoulders and help you feel comfortable in your financial future.
Seeliger Sierra Mountain Group Experience
With over 60 years of combined experience, we are proud to serve you and all of your unique needs.
Tom Seeliger
Tom Seeliger, Executive Director, has over 20 years of industry experience. Tom began his career with Morgan Stanley in 2000 out of the Oakland, CA office. As a Financial Advisor, Tom works with high net worth individuals, families, corporations, and foundations helping them create strategies for eliminating financial risk and building wealth over the long term.
Tom is honored to have achieved the following designations, awards, and titles:
• Awarded Executive Director Title
• Awarded Senior Vice President Title
• Awarded First Vice President Title
• Awarded Vice President Title
Tom is honored to have achieved the following designations, awards, and titles:
• Awarded Executive Director Title
• Awarded Senior Vice President Title
• Awarded First Vice President Title
• Awarded Vice President Title
Monica House
Monica House, First Vice President, has over 25 years of experience as a Financial Advisor and Portfolio Manager. She is also a designated Family Wealth Advisor™. Monica works to thoroughly understand her client’s financial position and objectives and designs unique financial plans to help clients and their families meet their financial goals. Monica previously worked for Merrill Lynch before joining Morgan Stanley.
Monica is honored to have achieved the following designations, awards, and titles:
• Awarded First Vice President Title
• Awarded Vice President Title
• Awarded Family Wealth Advisor Title
• Awarded Portfolio Manager Title
• Awarded Financial Planning Specialist Title
•Top Women Wealth Advisors Best in State 2022, 2023 & 2024
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State Source: Forbes.com (Awarded 2022, 2023 & 2024) Data compiled by SHOOK Research LLC based on time period concluding in Sept of year prior to the issuance of the award.
Monica is honored to have achieved the following designations, awards, and titles:
• Awarded First Vice President Title
• Awarded Vice President Title
• Awarded Family Wealth Advisor Title
• Awarded Portfolio Manager Title
• Awarded Financial Planning Specialist Title
•Top Women Wealth Advisors Best in State 2022, 2023 & 2024
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State Source: Forbes.com (Awarded 2022, 2023 & 2024) Data compiled by SHOOK Research LLC based on time period concluding in Sept of year prior to the issuance of the award.
Anthony Puckett, CFP®
Anthony Puckett, Certified Financial Planner®, has over 11 years of experience in the Wealth Management Industry as a Financial Advisor. As a CFP®, Anthony works to understand his clients’ unique financial needs by designing comprehensive financial plans to help them achieve their goals. Anthony’s focus lies in his experience with Investment Management, Retirement Solutions, and Insurance Planning strategies.
Anthony is honored to have achieved the following designations, awards, and titles:
• Awarded Forbes NextGen Top Advisor 2020
• Awarded Forbes Best In State Wealth Advisors 2023 & 2024
• Awarded First Vice President Title
• Awarded Senior Vice President Title
• Awarded Family Wealth Advisor title
• Awarded CFP® designation
• Awarded Associate Vice President Title
• Awarded Portfolio Manager Title
• Awarded Financial Planning Specialist title
• Awarded Pacesetters Club in 2013 & 2014
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023 and 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Anthony is honored to have achieved the following designations, awards, and titles:
• Awarded Forbes NextGen Top Advisor 2020
• Awarded Forbes Best In State Wealth Advisors 2023 & 2024
• Awarded First Vice President Title
• Awarded Senior Vice President Title
• Awarded Family Wealth Advisor title
• Awarded CFP® designation
• Awarded Associate Vice President Title
• Awarded Portfolio Manager Title
• Awarded Financial Planning Specialist title
• Awarded Pacesetters Club in 2013 & 2014
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023 and 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Michael Drake, CIMA®, CFP®
Michael Drake, Certified Investment Management Analyst®, received his certification through the Yale School of Management. Michael is also a Certified Financial Planner® and has over 6 years of industry experience. Michael works with clients and their families to design their unique financial roadmap for their future by applying his expertise in Investment Management and Comprehensive Financial Planning. As a CIMA®, Michael helps his clients understand their investments and risk assessment while applying his expertise in Portfolio Management.
Michael is honored to have achieved the following designations, awards, and titles:
• Awarded First Vice President Title
• Awarded CIMA® Designation
• Awarded CFP® Designation
• Awarded Financial Planning Specialist Title
Michael is honored to have achieved the following designations, awards, and titles:
• Awarded First Vice President Title
• Awarded CIMA® Designation
• Awarded CFP® Designation
• Awarded Financial Planning Specialist Title
Ian Meintjes
Ian Meintjes, Financial Planning specialist, began his career at Morgan Stanley in the Bay Area working on an institutional team focused exclusively on nonprofit organizations. Here, he gained valuable experience working with multimillion dollar organizations. Having moved back to his hometown of Reno, NV, he spent the first two years working with 20-30 different advisors on the west coast assisting them with financial planning, risk, and cash flow analysis. Following that, Ian joined the Seeliger Sierra Mountain Group where he is able to combine all of his previous experience while working with clients to bring an institutional level of service and a vast array of resources to help them reach their goals.
Ian is honored to have achieved the following designation(s):
• Awarded Financial Planning Specialist Title - 2021
Ian is honored to have achieved the following designation(s):
• Awarded Financial Planning Specialist Title - 2021
The Seeliger Sierra Mountain Group
We are incredibly proud to announce we have been named to Forbes' 2024 Best-in-State Wealth Management Teams list.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals on your timeline.
We can create your personal roadmap to help achieve and protect your goals — a framework that addresses you and your family's unique circumstances, greatest dreams, and most pressing concerns, while taking into account risks and opportunities in your life and the environment.
We can create your personal roadmap to help achieve and protect your goals — a framework that addresses you and your family's unique circumstances, greatest dreams, and most pressing concerns, while taking into account risks and opportunities in your life and the environment.
Retirement
Leading up to and through retirement, The Seeliger Sierra Mountain Group helps you identify the most appropriate ways to obtain the income you need and helps ensure that you are on track to achieve your financial goals.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Estate Planning Strategies
It is crucial to have a back-up plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have to determine where you can save, and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Risk Analysis
Using Morgan Stanley's Portfolio Risk Platform, we take a holistic approach to managing your finances by identifying risk outliers and understanding the impact of market scenarios.
Spending & Budgeting Tool
Morgan Stanley's Spending and Budgeting tool helps us monitor client cash flows across both internal and external accounts, to help clients achieve their goals by adjusting their spending behavior when necessary.
Location
5390 Kietzke Lane
Suite 200
Reno, NV 89511
US
Direct:
(775) 823-8628(775) 823-8628
Toll-Free:
(800) 755-6635(800) 755-6635
Meet Seeliger Sierra Mountain Group
Phone:
(775) 823-8658(775) 823-8658
Senior Vice President, Financial Advisor, Family Wealth Advisor, Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®
Phone:
(775) 982-8611(775) 982-8611
Michael Drake, CIMA®, CFP®
First Vice President, Financial Advisor, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst
Phone:
(775) 823-8662(775) 823-8662
Jennifer Zimmerman
Assistant Vice President, Group Director
Phone:
(775) 823-8632(775) 823-8632
Kelly Drake
Wealth Management Associate
Phone:
(775) 823-8665(775) 823-8665
Jordan Lawshe
Registered Client Service Associate
Phone:
(775) 823-8609(775) 823-8609
Alex Mallett
Registeted Client Service Associate
Phone:
(775) 823-8614(775) 823-8614
About Thomas E. Seeliger
Tom Seeliger, Executive Director, has over 20 years of industry experience. Tom began his career with Morgan Stanley in 2000 out of the Oakland, CA office. As a Financial Advisor, Tom works with high-net-worth individuals, families, corporations, and foundations helping them create strategies for eliminating financial risk and building wealth over the long term.
Tom is a sixth generation native Northern Nevadan. He spent his young adult life attending San Diego State University where he earned a Bachelor of Science in Geology. His professional career started as a Geologist for the United States Geological Survey in Alaska. Over time he realized his true passion lied in helping people reach their goals in life and in 2000 he joined Morgan Stanley in the Oakland office. Shortly thereafter he came back to Reno to raise his son in the place that is true home, Reno. Tom is now the proud father of two boys.
When Tom is not at the office, he is an outdoor enthusiast participating in activities such as back-country skiing, mountain biking, whitewater kayaking, windsurfing, and travelling. He and his boys enjoy taking trips to participate in these sports throughout the United States.
Tom is a sixth generation native Northern Nevadan. He spent his young adult life attending San Diego State University where he earned a Bachelor of Science in Geology. His professional career started as a Geologist for the United States Geological Survey in Alaska. Over time he realized his true passion lied in helping people reach their goals in life and in 2000 he joined Morgan Stanley in the Oakland office. Shortly thereafter he came back to Reno to raise his son in the place that is true home, Reno. Tom is now the proud father of two boys.
When Tom is not at the office, he is an outdoor enthusiast participating in activities such as back-country skiing, mountain biking, whitewater kayaking, windsurfing, and travelling. He and his boys enjoy taking trips to participate in these sports throughout the United States.
Securities Agent: HI, IN, UT, RI, NV, MD, TN, TX, SC, NM, MI, KY, GA, OH, ME, CO, SD, OR, AZ, WA, VA, NH, IL, CA, WY, VT, PA, NY, MT, KS, ID, FL, NJ, NE, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2314996
NMLS#: 2314996
About Monica House
Monica House is a financial advisor and portfolio manager with over 25 years of experience. As a designated Family Wealth Advisor, she works to thoroughly understand her client’s financial position and objectives, and she works to deliver comprehensive strategies designed to meet their unique goals. While working at Morgan Stanley, she has been granted the officer title of First Vice President. She has Series 7, Series 63, Series 65, and Series 31 licenses as well as a Life an Annuities certification and a Portfolio Manager designation.
Monica is a second generation financial advisor, following in her father’s footsteps. She received a Bachelor of Arts form the University of Nevada, Reno where she majored in Psychology and Minored in Business Administration. She was involved in the Alpha Chi Omega Sorority and continues to serve the sorority. After graduating, she went to the University of Hawaii at Manoa where she earned a Master’s Degree in Social Work and received the designation of Licensed Clinical Social Worker (LCSW).
In her free time, Monica and her husband, Steve, love to spend time hiking, cooking, traveling, and scuba diving. She is very active in her community volunteering for the Soroptimist International of Truckee Meadows where she helps women and children both locally and internationally and has been an active member for over 25 years.
Monica is a second generation financial advisor, following in her father’s footsteps. She received a Bachelor of Arts form the University of Nevada, Reno where she majored in Psychology and Minored in Business Administration. She was involved in the Alpha Chi Omega Sorority and continues to serve the sorority. After graduating, she went to the University of Hawaii at Manoa where she earned a Master’s Degree in Social Work and received the designation of Licensed Clinical Social Worker (LCSW).
In her free time, Monica and her husband, Steve, love to spend time hiking, cooking, traveling, and scuba diving. She is very active in her community volunteering for the Soroptimist International of Truckee Meadows where she helps women and children both locally and internationally and has been an active member for over 25 years.
Securities Agent: GA, AR, OR, NV, MT, IN, AZ, UT, TX, TN, RI, CO, NM, ID, SD, NE, MI, MD, KY, ME, KS, WA, VT, OH, NH, NC, SC, IL, WY, VA, PA, NJ, HI, FL, AL, MO, WI, NY, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272722
CA Insurance License #: 0C00260
NMLS#: 1272722
CA Insurance License #: 0C00260
About Anthony D. Puckett
Anthony D. Puckett, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR ™ has over 15 years experience in the Wealth Management Industry. He works to understand his clients’ unique financial needs and designs comprehensive financial plans to help them achieve and preserve their financial goals. Anthony’s focus lies in Investment Management, Retirement Income Planning, Estate Planning Strategies and Tax Management Strategies
Anthony joined Morgan Stanley in 2009 after being an executive in the small business world, as a Vice President and Chief Financial Officer. He graduated from the University of Nevada Reno with a Bachelor’s of Science in Finance and a minor in Economics.
Anthony grew up in Northern Nevada and enjoys the outdoors. He is a skilled sailor, a birder, skier, hiker and gardener. He lives in Reno with his wife and daughter.
Anthony joined Morgan Stanley in 2009 after being an executive in the small business world, as a Vice President and Chief Financial Officer. He graduated from the University of Nevada Reno with a Bachelor’s of Science in Finance and a minor in Economics.
Anthony grew up in Northern Nevada and enjoys the outdoors. He is a skilled sailor, a birder, skier, hiker and gardener. He lives in Reno with his wife and daughter.
Securities Agent: OH, AL, SC, NV, ME, ID, HI, WA, PA, IN, FL, NY, NM, MI, VA, NJ, KS, CO, RI, IL, UT, TX, TN, NC, GA, WY, MD, CA, SD, NH, NE, MT, KY, AZ, AR, VT, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1282615
NMLS#: 1282615
About Michael Drake
Michael Drake, Certified Investment Management Analyst®, received his certification through the Yale School of Management. Michael is also a Certified Financial Planner® and has over 6 years of industry experience. Michael works with clients and their families to design their unique financial roadmap for their future by applying his expertise in Investment Management and Comprehensive Financial Planning. As a CIMA®, Michael helps his clients understand their investments and risk assessment while applying his expertise in Portfolio Management.
Michael spent his childhood in Annapolis, Maryland followed by a decade in Orange County California where he attended Biola University earning a Bachelor of Science in Music. There he met his college sweetheart Cali and have been together ever since. They have two handsome young boys and a beautiful daughter. At Biola, Michael was a collegiate tennis player and also began his career at Apple training computer technicians. After seven years of helping others interact with their Apple products Michael was recruited by the Seeliger Group at Morgan Stanley.
When Michael is not at the office he plays and performs in his church’s band, takes his family to the park, trains at his gym, plays one of his many guitars, and has his entire family over to spend quality time together.
Michael spent his childhood in Annapolis, Maryland followed by a decade in Orange County California where he attended Biola University earning a Bachelor of Science in Music. There he met his college sweetheart Cali and have been together ever since. They have two handsome young boys and a beautiful daughter. At Biola, Michael was a collegiate tennis player and also began his career at Apple training computer technicians. After seven years of helping others interact with their Apple products Michael was recruited by the Seeliger Group at Morgan Stanley.
When Michael is not at the office he plays and performs in his church’s band, takes his family to the park, trains at his gym, plays one of his many guitars, and has his entire family over to spend quality time together.
Securities Agent: MI, IN, KY, PA, NY, NJ, NE, ID, GA, WY, MT, ME, OH, CO, TN, SC, NC, MN, FL, AZ, AL, TX, SD, NM, CA, VT, NH, MO, IL, WA, UT, OR, MD, LA, HI, AR, WI, VA, RI, NV, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1629334
CA Insurance License #: 0K27569
NMLS#: 1629334
CA Insurance License #: 0K27569
About Jennifer Zimmerman
Jennifer Zimmerman is the Group Director with the Seeliger Sierra Mountain Group at Morgan Stanley and has worked with the team for over 20 years.
Backed by her experience and a strong knowledge of the industry, Jennifer is relied upon by the team to manage the daily operations and serves as a liaison between clients, the team, and management for administrative and operational service matters. She also continues to assist the team in processing operational tasks along with the team’s Portfolio Associates.
She has obtained her Series 7, Series 66 and Series 31 Securities License, as well as her Nevada, California, Oregon, Texas, and Utah Insurance Licenses. She is also a Notary Public for the state of Nevada.
Jennifer has resided in Reno, NV since 2000 with her Husband and daughter. When she is not servicing her team and clients, she enjoys camping, cooking, and spending time with her family and friends.
Backed by her experience and a strong knowledge of the industry, Jennifer is relied upon by the team to manage the daily operations and serves as a liaison between clients, the team, and management for administrative and operational service matters. She also continues to assist the team in processing operational tasks along with the team’s Portfolio Associates.
She has obtained her Series 7, Series 66 and Series 31 Securities License, as well as her Nevada, California, Oregon, Texas, and Utah Insurance Licenses. She is also a Notary Public for the state of Nevada.
Jennifer has resided in Reno, NV since 2000 with her Husband and daughter. When she is not servicing her team and clients, she enjoys camping, cooking, and spending time with her family and friends.
About Kelly Drake
Kelly Drake is a Wealth Management Associate for the Seeliger Sierra Mountain Group at Morgan Stanley. She has served at Morgan Stanley for 10 years and was a Branch Service Manager in the industry prior to coming to Morgan Stanley.
Kelly grew up in California where she met her husband, Marshall, in college. They have been married 37 years and have lived on both coasts as well as traveled the world together. She has three married adult children and 6 incredible grandchildren. Her family is her life. When she is not at the office you will find her singing with her husband who is a worship pastor, off-roading in her Jeep, reading, or playing with her grandkids.
Kelly grew up in California where she met her husband, Marshall, in college. They have been married 37 years and have lived on both coasts as well as traveled the world together. She has three married adult children and 6 incredible grandchildren. Her family is her life. When she is not at the office you will find her singing with her husband who is a worship pastor, off-roading in her Jeep, reading, or playing with her grandkids.
About Jordan Lawshe
Jordan, a native of Pilot Hill, California, is a former relationship banker at Chase Bank in Portland, Oregon. Her time at Chase allowed her to obtain multiple licenses, including the SIE, Series 6, and Series 63. Upon moving to Reno and joining the Seeliger Sierra Mountain Group at Morgan Stanley, she has further expanded her expertise by achieving her Series 7 and Series 65. With her exceptional relationship management skills, Jordan is well-equipped to assist the team and our clients in a meaningful way.
In addition to supporting the team with operational and administrative tasks, Jordan is also a licensed Notary for the state of Nevada. Outside of her professional responsibilities, Jordan enjoys engaging in outdoor activities like paddle boarding and hiking, as well as cherishing quality time spent with her two cats, PJ and Arlo, and her loved ones.
In addition to supporting the team with operational and administrative tasks, Jordan is also a licensed Notary for the state of Nevada. Outside of her professional responsibilities, Jordan enjoys engaging in outdoor activities like paddle boarding and hiking, as well as cherishing quality time spent with her two cats, PJ and Arlo, and her loved ones.
About Alex Mallett
Alex Mallett is a graduate of the University of Reno, Nevada where he earned his Bachelor of Science in Finance and a Minor in Economics. He started his professional career here at Morgan Stanley in 2024 and has been actively expanding his skill sets by earning the SIE, Series 7 & Series 66 licenses. Alex is committed to lifelong learning so that he can continue to provide exceptional service to our clients.
Born and raised in Reno, NV Alex values spending time with his family and friends. He is a believer in leading a healthy and active lifestyle spending his summers up in Tahoe exploring the hiking trails. After work he enjoys the simple things in life like playing fetch with his Border Collie mix named Apollo and watching the sunsets.
Born and raised in Reno, NV Alex values spending time with his family and friends. He is a believer in leading a healthy and active lifestyle spending his summers up in Tahoe exploring the hiking trails. After work he enjoys the simple things in life like playing fetch with his Border Collie mix named Apollo and watching the sunsets.
Contact Thomas E. Seeliger
Contact Monica House
Contact Anthony D. Puckett
Contact Michael Drake
Wealth Management
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Portfolio Insights
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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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 Seeliger Sierra Mountain Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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3Morgan 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.
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 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.
6When 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
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 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.
6When 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
