Our Story and Services

We help a select number of successful individuals, families and businesses make informed financial decisions to help them reach their short-term and long-term goals. We manage in excess 600 million in assets with clients from across the United States. The Diamond Peak Group at Morgan Stanley consists of seven seasoned professionals, each team member with areas of expertise and years of experience in the financial industry.

Whether you’re looking at building or preserving wealth, we’re disciplined about the types of investments and guidance we recommend. We work closely together as a team to help our clients define and achieve their objectives. Our holistic approach to wealth management makes it easier for clients to focus on the matters that are important to them. We understand that time is valuable; we strive to implement a strategy that delivers confidence for how you invest and what you want to achieve.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • 401(k) Rollovers
  • Retirement Planning3
  • Financial Planning4
  • Estate Planning Strategies5
  • Planning for Education Funding6
  • Cash Management and Lending Products7
  • Life Insurance8
  • Annuities9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

4285 SE Commercial Street
Suite 200
Salem, OR 97302
US
Direct:
(503) 588-5735(503) 588-5735
Toll-Free:
(800) 824-0995(800) 824-0995
Fax:
(503) 581-6123(503) 581-6123

Meet The Diamond Peak Group

About Me

Jim Kniffin is a Senior Vice President and Portfolio Management Director with investment experience dating back to 1981. He has spent his entire career with Morgan Stanley* and its predecessor firms. Jim’s area of focus within The Diamond Peak Group at Morgan Stanley* is asset management, which includes both equity and fixed income strategies which are managed with both a tactical and fundamental emphasis on a discretionary, fee based platform. He graduated with a degree in Economics from Willamette University in 1979.

Jim earned the Certified Portfolio Manager designation, from Columbia University, New York in May 2010, and is a Portfolio Management Institute Member.

Jim was the Co-Founder and past President of the Hoopla Association which originated and managed the largest outdoor 3 on 3 basketball tournament in Oregon. The Hoopla Foundation has raised over $350,000 for various youth charities in the Salem Keizer area. His other non-profit leadership positions have included the Willamette Chapter of the American Red Cross, past President Willamette University Cardinal Round Table, and a past Board member of Illahe Hills Country Club.

Jim and his wife Pam, live in Salem. They have 3 adult children, daughter Lindsay, and twin sons, Kyle and Adam.
Securities Agent: TX, OR, WI, WA, VA, UT, TN, SD, SC, RI, PR, OK, NY, NV, NM, NE, ND, NC, MT, MS, MN, MI, MD, MA, IN, IL, ID, GA, FL, CO, CA, AZ, AR, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1262143
CA Insurance License #: 0F01696

About Me

Scott Bigham is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience in the financial services industry. He has been with Morgan Stanley* and its predecessor firms since the beginning of his career in 1992. Scott’s focus at The Diamond Peak Group at Morgan Stanley* is comprehensive wealth management, which includes financial planning, tax and estate planning strategies and coordinating these efforts with their clients’ outside advisors, such as estate tax attorneys and CPAs.

Mr. Bigham played three professional baseball seasons in the minor league system of the San Diego Padres organization and was an accountant with KPMG Peat Marwick prior to starting his financial advisory career. He is a former board member of the Salem Area Chamber of Commerce, currently serves on the board of directors for the Salem Leadership Foundation and is actively involved in his church.

Scott is a native Oregonian, growing up in southern Oregon and now resides in West Salem. He graduated Magna Cum Laude from Willamette University in 1988 with a Bachelor of Arts degree, majoring in Business Economics.

Scott and his wife, Robin, have two daughters, Kennedy and Ashlyn. Scott enjoys spending time with his family, coaching youth sports, hiking, fishing, skeet/trap shooting, golfing and exercising.
Securities Agent: OR, WA, VA, UT, TX, TN, SC, PA, OK, NY, NV, MT, MI, MD, ID, FL, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1274637
CA Insurance License #: 0F72023

About Me

John Sipple is a CERTIFIED FINANCIAL PLANNER™ professional and became a Financial Advisor in 1999 after 7 years in the insurance industry. John’s focus for The Diamond Peak Group at Morgan Stanley* is comprehensive wealth management, which includes financial planning, tax and estate planning strategies, non-capital market focus and new client development. John received a Bachelor of Science degree in Business Finance from Oregon State University.Prior to his work in the financial world John played professional baseball for the Texas Rangers. John twice was an All Pac-10 pitcher while playing baseball at Oregon State University. He is a former board president of Blindskills, Inc. and currently serves on the board for OSU baseball alumni and coaches baseball at Sprague High School. John and his wife, Kristine, reside in Salem with their daughter, Nicole and son JJ. He is an avid golfer and enjoys spending time with his family, fishing, exercising and coaching.
Securities Agent: OR, WA, VA, UT, TX, TN, OK, NY, NV, NM, MT, MI, MD, IL, ID, FL, DC, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1261821
CA Insurance License #: 0C98822

About Me

Jessica Bock is a client service associate for The Diamond Peak Group at Morgan Stanley. She started out at the firm as an intern and has been with the firm since 2011. She previously held a marketing position at Sodexo at Linfield College, where she worked as the team lead in implementing marketing ideas and events for the company, as well as pioneered marketing strategy for events on campus that are still in place today. While working at the City of Salem she established a recycling program for Wallace Marine Park that reduced waste and the cost for disposal. At Yamhill County Prevention against alcohol and substance abuse she designed marketing literature to promote their programs and created public advertisement for upcoming events.

Jessica Bock graduated from Linfield College in 2010, earned a Bachelor’s of Science in Business Marketing. Within her college years, she played on the 1st Wildcat NCAA Div III National Softball Championship Team in 2006.

Jessica is the friendly voice you will hear often when you call our office. She provides marketing and technical support for The Diamond Peak Group. Additionally to this, her primary administrative role is in making sure our client’s transactional requests and needs are met consistently with quality. Examples include: new accounts, funds disbursement (checks, wires, etc.), and account transfers from outside firms. She is also responsible for client communication via our newsletter “R Thoughts”, provided to our Portfolio Management clients.

She was born and raised in Salem, Oregon. She enjoys outdoor activities, exercising and spending time with her family and friends. She commits a good amount of time as a role model and coach for both youth basketball and softball, where she enjoys paying forward the building blocks that molded her growing up.

“Work ethic is important to me because of my competitive spirit, it doesn’t matter what I pick up, I want to do it to the best of my ability and efficiently.”

About Me

Martha Cracolice is a Portfolio Associate with the Diamond Peak Group at Morgan Stanley. She has been with Morgan Stanley and its predecessors since 2001 with a brief absence in 2013. Martha has obtained the following insurance licenses: life, health and variable. She also has her Series 7 and 66 licenses which allow her to handles trade executions. She and her colleagues, Jessica Bock and Rachel Johnson share many responsibilities related to client-specific service requests.

She has had the distinct pleasure of serving the community in the financial services industry since 1997. Her experience in the financial service industry includes banking, lending, insurance and investments. Martha strives to provide the best possible client service with a warm smile and a can - do attitude.

Martha grew up in Eugene, Oregon moved to Salem, Oregon in 1997. Martha enjoys being very active in her church and spending time with friends and family.

About Me

Rachel Johnson is a Client Service Associate for The Diamond Peak Group at Morgan Stanley. She is the most recent addition to our team and Morgan Stanley. Her extensive experience in the banking and service industry gives her the knowledge and background to deliver the excellent service the Diamond Peak Group aims daily to maintain. She previously worked as an Operations Specialist at Chase Bank since 2008, where she excelled as a leader, for bank employed ensuring proper procedures are taking place per federal banking regulations. She was at the front line of all client interactions, giving her the opportunity to be a reliable contact for anything a client might need to facilitate. She looks forward to continuing that good rapport in her current role with The Diamond Peak Group. Prior to her banking experience Rachel worked on a cruise ship for 3 years after graduating high school and has also been in the service industry with Starbucks.

Rachel grew up in Beaverton, Oregon but has traveled and experienced much of the continental US and abroad. She moved to the Salem area in 2015 where she bought her first house with her husband and 3 children. She enjoys spending time with her family, being outdoors, and traveling.

Investment and Market Perspectives

On the Markets

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact The Diamond Peak Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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 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.

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.

6Morgan 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.

7Morgan 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

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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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.


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