The Union Square Group at Morgan Stanley

Kathleen has been with the firm since 1985 and leads the team as managing partner – where she has refined a process that deepens our knowledge of client needs, gaining additional understanding of their values, long-term goals, and unique aspirations.

Kathleen is a frequent speaker on topics including personal finance, budgeting for success, financial freedom as well as faith, finance and giving. She especially enjoys encouraging young leaders in these areas.

Kathleen is a graduate of Seattle Pacific University receiving a BA in History and Political Science with a business emphasis. After nine years on the University’s Board of Trustees, she now serves as Chairman of the Board of the Anchor Gathering, a nonprofit serving women nationwide.

Kathleen and her husband, Scott, recently moved to Canterwood in Gig Harbor where they enjoy golf, outdoor activities and their book club. Previously, they raised their two daughters, Mallory and Savannah, in Seattle’s Magnolia neighborhood.

Brien has been with Morgan Stanley since 2017. He is passionate about helping clients meet their goals through customized wealth management plans. He assists families with estate planning strategies, legacy building, business succession, impact investing, and family wealth education.

Originally from the Pacific Northwest, he served in the United States Marine Corps from 2003-2009. In that time he worked as a radar and electronics specialist with Presidential Helicopter Squadron Marine One (HMX-1), where Brien directly supported two U.S. Presidents as well as cabinet members on domestic and international missions.

Brien is a honors graduate of The George Washington University where he earned his BA in economics and statistics. Brien spent four years in management consulting where he focused on process improvement for the U.S. Department of Defense and the U.S. Food and Drug Administration. There, he earned departmental commendations for his creative cost saving measures and innovative business process streamlining efforts.

With his wife Christina and daughter Cora, Brien enjoys backpacking, skiing, strategy board games, and taking in the beauty of the great Pacific Northwest.

As your financial advisor, I truly care about your success.  I have helped clients make smart and informed financial decisions with help from a very accomplished team at Morgan Stanley over the last 30 years.  We do this by listening to you carefully, helping you identify what is most important, and formulating a plan to help you achieve those financial goals.

Each client’s situation and needs are unique, and so are the solutions we offer.  I’ve focused on helping senior corporate executives manage concentrated positions in their company stock, and in managing their entire financial picture. I’ve helped clients plan for all types of life events and financial goals such as financing the purchase of your first home or a vacation home, saving for college, retirement planning, or passing wealth to children or grandchildren. 

Outside the office, you can find me spending time with my huge family.  I have eleven siblings, and I am an identical twin.  My wife Amy and I have two daughters that keep our household busy with activities.

I chose to be a financial advisor because it gives me the opportunity to build deep understanding and relationships with clients, and the joy of helping them plan and execute to achieve their goals. I explore and analyze every available option to help my clients make smart financial decisions on both sides of their balance sheet, and help filter through the constant bombardment of information that we all experience to find the facts. I am direct and honest, and serve as a unbiased and non-judgmental sounding board.

I'm a student of investment management, economics, and the capital markets, having earned my CFA^®, CFP^®, and MBA from the University of North Carolina at Chapel Hill in corporate finance, marketing, and entrepreneurship. Before becoming a financial advisor, I worked as financial planner for Morgan Stanley advisors in the Puget Sound region. I also worked in the capital markets research group of an institutional investment consulting firm, and in non-profit microfinance and SME lending in the Middle East. I earned my BA from Kenyon College in Gambier, OH, majoring in Political Science and English Literature.

I'm originally from Upstate New York, and moved to Washington with my wife Kim after graduate school, and we live in Carnation with our daughter Miranda. I’m an Eagle Scout, enjoy volunteering and serving our community, helping with non-profit causes, and I am a member of Seattle Rotary 4. I've also always loved the outdoors, one of my favorite things about living in Washington, and outside of work I can usually be found outdoors exploring the Pacific Northwest.

Christina Deatry is a Senior Registered Associate with over 20 years of experience. She started her career with Smith Barney during the Fourth Quarter of 1999 in the operations area.

Chris fills an important role on the team with responsibility for funds and security transfers, order processing, as well as scheduling client meetings. She is dedicated to making sure that each client receives exceptional service and serves as the first point of contact for administrative issues and questions.

Born in Puyallup, Chris has lived in the Seattle area all her life. She is married to her high school sweetheart Darrel and they have one cat, Little Bit. She enjoys camping, cruising on her boat, and riding their motorcycle.

Tiana comes to us from a coaching background, and that shows in her encouraging and uplifting spirit. She loves working with clients and finds those relationships very meaningful.

Tiana was a standout basketball player in Seattle while attending Cleveland High School. Later she went on to be assistant coach for Cleveland High School Girls Varsity Basketball while they were back-to-back State Champions. Soon after she was the head coach for Nathan Hale’s Girls Varsity Basketball for several years.

Before joining the Union Square Group at Morgan Stanley, Tiana has worked in banking for over 10 years. Her attention to detail makes her a wonderful asset to our team. She is a graduate of the University of Phoenix.

A Seattle native, she loves being mom to her boys, Kyrie and Jaxson and spending time with her large family - she is one of five siblings!