Our Endeavor for Excellence

Managing wealth takes a dedicated set of skills that goes well beyond general financial planning and investment management. It takes a team of trusted advisors, who have acquired the experience, wisdom and insights needed to manage your family’s financial challenges as they evolve over time.

At THE ENDEAVOR GROUP, we know what it takes to help achieve success. With a deep history of client loyalty and enduring relationships, we focus on what is most important to you, your family and your future. We provide the personalized service, tailored strategies and world-class resources necessary to make informed and confident decisions about your wealth, your business or career, and your legacy.

Most importantly, we commit to helping make a meaningful difference in your life through the delivery of our core values that have become the hallmark of our family office practice:

- We treat you like family
- Extensive knowledge and experience
- A deep understanding of family dynamics
- A team approach
- A commitment to your financial understanding and education

Each attribute is detailed in the following tabs on our website. We invite you to visit them to understand how we bring these core values to life every day for the families we proudly serve.

As we work together, you will experience a forward-thinking approach that emphasizes outstanding service with attention to detail. We begin by reviewing various aspects of your life to create tailored solutions that focus on financial success over multiple generations, while potentially empowering you to do more with your wealth today.

We look forward to speaking with you soon.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

What Sets Us Apart

We are committed to helping add real value to you and your family through the following our core values that set us apart from other teams and serve as the foundation of our practice.
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    We Treat You Like Family
    We are dedicated to building deep relationships, based on trust and integrity. We do this by working with a select group of successful families, mostly made up of business owners, and executives who value our guidance, depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bonds we form are evidenced by the generations of families we proudly work with.
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    A Customized Client Experience Marked by Dedicated Care and Attention
    While there are many advisors who can create a financial plan or recommend good investments, few excel at delivering both, even fewer while providing superior service. We deliberately limit the number of families we work with so we can deliver a “personalized high touch, high value” relationship. This enables us to spend more time with our clients and deliver on our ongoing commitment to them and their families.
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    Extensive Knowledge & Experience
    Our credentials include two Certified Financial Planners, two Chartered Retirement Planning Counselors and one Chartered Retirement Plans Specialist – a concentration of knowledge and experience that is rare in one group of advisors. We have cultivated the skills and insights to simplify your finances and develop an integrated strategy to help achieve your family’s short- and long-term goals.
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    A Deep Understanding of Family Dynamics
    Family members – particularly those of different generations – may have different points of view and priorities. We understand the value of money and the effort it takes to build wealth over time. We have significant experience helping families address sensitive issues, which may involve facilitating difficult conversations to achieve a shared sense of purpose and direction.

Families First

Years ago, when we formed THE ENDEAVOR GROUP, we gave a lot of thought to the types of clients we wanted to help.

We asked ourselves what are our strengths and who would best be served by our experience, perspectives and insights.

The answer then, as it is today, is simply families.

We set out to build a wealth management practice that puts you, your family, your values and your legacy at the heart of everything we do.

With an emphasis on multigenerational families and successful family-owned businesses, we have acquired the skills, strategies and solutions to address the challenges you face as your family’s wealth becomes more complex.

Our ultimate goal is to strategically plan – and help you achieve – your future financial goals, while striving to preserve the traditions, values and heritage that define who your family is now and for the generations that follow.
How We Help Families
  • Retirement Planning
  • Family Needs Planning
  • Investment Management
  • Impact Investing
  • Asset Preservation Strategies
  • Lending Services
  • Business Succession Planning
  • Executive Compensation Management
  • Insurance and Liability Management
  • Family Dynamics Planning
  • Family Summits, Mentoring and Education
  • Legacy and Estate Planning strategies
  • Wealth Transfer Planning
  • Special Projects

A Dedicated Service for Family and Friends

You may know friends, family or colleagues who may be dealing with a financial situation or are simply uncertain with the advice they are receiving from their current advisor. We believe family and friends deserve a second opinion about their finances, just as they would appreciate a second opinion from a medical specialist. Our Second Opinion Service can provide an invaluable benefit to the ones you care about at a time in their lives where they may need it most.
    What It Is
    We have helped hundreds of families implement customized strategies for their particular goals and circumstances. We take a thoughtful and disciplined approach to help them preserve and grow their financial assets, so they may live comfortably today, while helping build their legacy for the future.

    There is no cost for this service, nor is there any obligation to work with us in the future.

    This is a complimentary service we provide our valued clients to thank them for the years we’ve worked together.

    To get started, simply have your friend, family member or colleague give us a call. We look forward to providing this service as a value-add to you for being our client.
    How It Works
    To help those you care about make more informed financial decisions, we examine any gaps that need to be filled and customize a comprehensive plan to help them achieve their specific goals.

    Upon completion of the analysis, one of three things will happen:

    1 – We’ll confirm the advice they were given appears to be a good strategy and advise them to continue on their current path.

    2 – We’ll identify opportunities seeking to improve their situation. If we’re not a good fit for their situation, we’ll direct them to an advisor who may be able to work with them more effectively.

    3 - We’ll identify gaps in their current plan that we believe we can help them address. We would then explore the idea of working together.

Our Journey Together

Our disciplined process focuses on you and your family – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life’s challenges and helping you make more informed decisions by creating a clear and confident roadmap to get you from point “A” to point “B”. This begins with understanding your values, priorities and aspirations. Working together, we define what is most important to you and develop the path and strategies to help get you there. Like a financial GPS, we can identify roadblocks along and way and set a new course to arrive at your goals as scheduled.
    1. Introduction
    We begin with a conversation to understand your concerns and determine how we can add value. We’ll discuss issues relating to your needs and goals, while providing some details about our team and process. This is your opportunity to interview us, as we get to know you. Should we agree to move forward, we will schedule our next meeting and request more detailed information.
    2. Discovery
    We continue our conversation, learning about you, your family and the complexities surrounding your wealth. We ask about your personal bucket list, your core values and how you make decisions. What we learn helps us formulate specific strategies, while helping us customize a relationship that serves your preferences and requirements.
    3. Analysis & Plan Development
    We begin our analysis with a complete inventory of both sides of your balance sheet. We then utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future decisions.
    4. Plan Presentation
    In this step, we present your financial plan, which includes an investment portfolio that aligns your investments with your goals and timeframes. We also discuss other wealth management solutions that may include family dynamics, estate planning, and philanthropic giving strategies.
    5. Implementation
    Upon your approval of our recommendations, we begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all of the tools and resources now available to you.
    6. Ongoing Monitoring & Service
    Committed to a first-class experience, we focus on developing longstanding relationships that can provide value to you and your family. We speak with you regularly to see how you and your family are doing. Most importantly, we provide ongoing monitoring of your investments in coordination with ongoing monitoring of your plan and progress towards each of your goals, adjusting your financial plan and investments accordingly as changes in your life occur. To us, a good financial plan is one that evolves with your life and your changing priorities.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 224-4170(206) 224-4170
Toll-Free:
(866) 475-1938(866) 475-1938

Meet THE ENDEAVOR GROUP

Photo of Matthew S. Harsch, MBA

Matthew S. Harsch, MBA, CFP®, CPM®, ChFC®, CEPA®, CRPS®, CRPC®, QPFC

Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Certified Portfolio Manager, Chartered Financial Consultant, Certified Exit Planning Advisor™ (CEPA), Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, Family Wealth Advisor, Lending Specialist, Workplace Advisor - Equity Compensation, Qualified Plan Financial Consultant, Senior Portfolio Management Director
Learn more about my specialty in Equity Compensation
Phone:
(206) 224-4140(206) 224-4140
Photo of Claudia Hansen

Claudia Hansen, CRPC®

First Vice President, Financial Advisor
Phone:
(425) 436-2649(425) 436-2649
Photo of Thomas P. Strawn

Thomas P. Strawn

Group Director, Assistant Vice President
Phone:
(206) 464-4152(206) 464-4152
Photo of Ann Boberg

Ann Boberg

Wealth Management Associate
Phone:
(206) 224-4150(206) 224-4150
Photo of Kyla Pellecchia

Kyla Pellecchia

Client Service Associate
Phone:
(206) 224-4151(206) 224-4151
Photo of Grace A. Hendricks

Grace A. Hendricks

Client Service Associate
Phone:
(206) 224-4149(206) 224-4149
Photo of Sevda Samandari Seysan

Sevda Samandari Seysan

Client Service Associate
Phone:
(206) 224-4148(206) 224-4148
Photo of Becky Law

Becky Law

Wealth Management Associate
Phone:
(425) 436-2662(425) 436-2662

About Patrick B. Shook, MBA

Patrick is an Executive Director, Senior Portfolio Management Director and founding partner of The Endeavor Group at Morgan Stanley. After earning his B.S. and MBA at Washington State, Patrick began his financial services career as a Credit Manager at Norwest Financial Corp. After 9 years as a Financial Advisor at Merrill Lynch, Patrick and some key colleagues moved to Morgan Stanley in 2008 with the collective vision to “endeavor,” which is the foundation of their team and team name.

Patrick has enjoyed building longstanding relationships with his clients and colleagues for more than 25 years. His process is goals-based, which includes a commitment to ongoing education and outstanding service. He provides his many clients with cash flow modeling, risk management analytics, and legacy planning. Patrick is also responsible for the team’s strategic vision and investment portfolios.

From the time he began balancing his own savings account at 8 years old, Patrick was hooked on anything related to personal finance. He later witnessed his family struggle with financial hardships that prompted difficult decisions and personal sacrifices – all without the assistance of a professional advisor. This experience solidified his decision to pursue a career that would give him the knowledge, skills and ability to provide proper guidance to those without the experience or inclination to do so on their own. Throughout his career, Patrick has remained committed to professional and educational development, earning a variety of designations and titles.

Originally from the “crossroads” area of Bellevue, WA, Patrick and his wife, Melissa, currently live in Edmonds with their three sons, Tyler, Dylan, and Jake. Patrick remains active in their community by participating in the Edmonds Chamber of Commerce and coaching his sons’ soccer and baseball teams, which he has done for the past 13 years. An avid boater and certified master scuba diver, Patrick and his family enjoy exploring new and scenic fishing locations. He also loves to garden and enjoys working on various landscaping and yard maintenance projects.
Securities Agent: RI, NH, ND, KY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY, PR, WV, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1282489

About Matthew S. Harsch, MBA

Matthew Harsch focuses on advanced, portfolio income and hedging strategies through the use of derivatives and options for our clients. In addition, Matt works with clients who have concentrated stock positions, corporate stock options and Rule 144 sales. He plays an integral role in financial planning analysis and portfolio management implementation. 

Matt is a graduate of Washington State University and has earned the advanced degree of MBA. Matt has also earned designations of Charted Retirement Planning Counselor, Chartered Retirement Plans SpecialistSM and has a Masters Certificate in Financial Planning.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY, AL, WV, ND, LA, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253070
CA Insurance License #: 0H24342

About Roger E. Boberg

Roger brings nearly 25 years of experience to his role as Vice President, Senior Portfolio Manager and Financial Planning Specialist at The Endeavor Group at Morgan Stanley. He enjoys building deep and trusting relationships with each of his clients, listening carefully to understand the intricate details of their personal wealth stories so he may craft a financial plan and retirement strategy tailored to their specific needs. For Roger, professional achievement is measured in terms of client well-being and goal achievement. His greatest reward is knowing his is making a positive impact in the lives of his clients and their families.

Originally from the Midwest, Roger graduated from the University of Colorado in 1996. He began his career with Merrill Lynch in 1999 and eventually took a role in branch office management before relocating to Seattle ten years later. In 2010, he joined Morgan Stanley as a Financial Advisor and enjoys working with a broad array of clients, with an emphasis on business owners and executives who are exploring optimal strategies for their executive compensation and incentive options.

Roger’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. He and his wife, Ann, currently live on Bainbridge Island, where they enjoy giving back to the causes that are meaningful to them, including Project Backpack, a Helpline House program where students receive school supplies and a backpack for the upcoming school year.

In his free time, Roger enjoys exploring the beauty of the Pacific Northwest, whether he’s hiking, skiing or sailing with family and friends on the Puget Sound. He and Ann love to visit their son and grandchildren in California. They keep him grounded, as they are an important reminder that family is everything. Roger understands he plays a critical role in helping families achieve their goals and remains committed to their long-term success.
Securities Agent: MT, CA, VA, MI, LA, ID, IA, WA, NM, MO, AR, VT, NH, ND, KY, WV, PA, NY, NV, MD, FL, DC, OK, NE, UT, HI, GA, CT, TN, SC, WI, OH, NC, IN, DE, VI, MN, ME, IL, WY, SD, OR, MS, KS, AZ, AL, AK, TX, RI, NJ, MA, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1331966
CA Insurance License #: 0G80979

About Shawn Richardson

Shawn began his career with Prudential Securities in 1992. Shawn focuses on fixed income, structured investments and insurance strategies.

Shawn graduated from the United States Military Academy in 1988 earning a degree in Economics. He then served in the U.S. Army until 1991 as an Air Defense Control Officer for a Patriot Missile Battery. Shawn’s time in the military taught him invaluable lessons about hard work, discipline, leadership, and service to others.

In his free time, Shawn enjoys spending time with his family and friends.  He is also a passionate student of history and an accomplished runner.

Disclaimers:
An investment in Structured Investments is subject to significant risks and may not be appropriate for all investors.  These risks can include, but are not limited, to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality; substantial loss of principal; limits on participation in appreciation of underlying asset(s); limited liquidity; credit risk of the issuer; and, conflicts of interest.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: MN, IA, WA, VI, OR, OK, LA, DE, WI, ND, DC, AR, AK, WY, WV, VA, RI, NH, MT, ME, KY, KS, GA, AL, TX, NE, NC, SC, PA, OH, NY, IL, TN, NV, MO, ID, CA, MA, HI, FL, AZ, VT, NJ, MI, IN, NM, MD, CT, CO, UT, SD, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 1252905
CA Insurance License #: 0B93521

About Kohl Metzger

Kohl is a First Vice President, Alternative Investments Director, and Workplace Advisor – Equity Compensation at THE ENDEAVOR GROUP at Morgan Stanley. Kohl began his career at Morgan Stanley in 2008 after graduating from the University of Puget Sound. He has been a valuable member of the firm ever since.

With over 15 years as an advisor, Kohl combines his extensive investment skills with an educational approach to guide clients towards the achievement of their specific financial goals. Kohl is committed to delivering exceptional service as he works with each client to develop a customized financial plan. He is the lead advisor for the group’s Alternative Investments, stock plan and corporate business relationships, and enjoys working with a broad array of clients, locally and across the country.

As a Certified Financial Planner (CFP®), Kohl takes pride in always acting in his clients best interests. His goals-based process begins with asking the right questions and actively listening. This ongoing dialogue serves as the foundation for the development of a comprehensive plan that reflects each client’s goals for the future. Kohl receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to them and their families.

Kohl always wanted a career in business. From the age of six, he lived on a boat with his parents in Friday Harbor (San Juan Island) in Washington State. His entrepreneurial spirit grew while selling freshly caught seafood and freshly baked cookies to fellow boaters, neighbors, and friends in the area. Kohl settled on a career in financial services after speaking with nearly 100 CEOs around the country and traveling abroad during college. Financial advising combined his love of the markets with his love for building deep and strong relationships and helping people achieve their goals.

Today, he lives in Seattle with his wife, Sarah, and their two young children, Bodhi and Gabrielle. He enjoys cheering on local sports teams and learning about innovation in the world of science, technology, and society. He loves skiing, hiking, golfing, and gardening, but most of all, spending time with his family.
Securities Agent: NH, ND, KS, DC, LA, IN, FL, WY, WI, WA, NJ, MO, ME, IA, AK, SD, RI, NE, MT, OR, MN, GA, CT, TN, SC, NM, IL, CA, OH, ID, CO, PA, DE, AR, VT, VI, TX, OK, MI, MA, KY, HI, AZ, UT, NY, NV, NC, MS, MD, AL, WV, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285197
CA Insurance License #: 0H39115

About Brian Rayfield

Brian M. Rayfield, CIMA®
Senior Vice President
Portfolio Management Director
Financial Advisor

I lead a team of financial Advisor professionals in providing our clients with comprehensive financial solutions. We offer advice on a broad range of financial strategies including retirement planning, college planning, company 401(k) plans, employee stock option plans and private investments.

As a Vice President and Financial Advisor with the Rayfield-Hansen Group, I have nearly two decades of experience in financial management for families and individuals. My professional credentials demonstrate a depth of investment knowledge and a disciplined approach to creating customized financial planning strategies. I am dedicated to delivering exceptional service and to working closely with your current professional advisors in areas of tax, insurance, estate planning and other matters.

A native of Seattle, I graduated from the University of Colorado with a bachelor’s degree in Mechanical Engineering. After graduation, I spent 12 years in engineering, sales and management for global companies in the aerospace, manufacturing and distribution industries. In 2001, I joined Oppenheimer & Co and over the next ten years, I rose to become a Director of Investments. I joined Morgan Stanley in 2011 and co-founded the Rayfield-Hansen Group. 

I earned my Certified Investment Management AnalystSM (CIMA®) certification from the University of California, Berkley Haas School of Business in 2006.  It certifies my advance knowledge and qualifications in the areas of Modern Portfolio Theory, asset allocation, manager search and selection, investment policy and performance management. 

Outside of work, I am the chair of the Bellevue Business Roundtable and am an active supporter of Communities In Schools of Washington. My wife, Robin, and I have two children and our family enjoys a wide variety of outdoor activities, including tennis, skiing and mountain biking.

(425) 467-3110
Securities Agent: NE, MT, WV, OK, ND, MA, DC, WY, VI, SC, NV, MS, LA, IL, FL, VA, TX, TN, NY, KS, DE, SD, OR, MO, MD, ID, IA, CT, OH, NM, NJ, MN, IN, CO, AL, UT, RI, GA, WA, PA, MI, NH, ME, KY, AZ, AR, AK, NC, HI, CA, WI, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312597

About Claudia Hansen

Claudia Hansen, CRPC®
Vice President
Portfolio Manager
Financial Advisor

For nearly three decades, I have managed my clients’ finances towards futures designed to preserve their hard-earned money and support their dreams. 

As a Vice President and Financial Advisor with the Rayfield-Hansen Group, I focus on creating detailed and comprehensive financial plans that allow our clients to understand the implications of different choices they may make in their financial life. My comprehensive approach to wealth management means that every investment has a purpose and is part of a client’s personalized strategy. As a Portfolio Manager, I develop customized investment solutions utilizing an objective, goal-based approach to wealth management that provides for long-term investing.

I grew up in the Seattle area and graduated with a bachelor of sciences degree in Business Management and Economics from Western Washington University in 1984. After college, I joined Dean Witter Reynolds (Morgan Stanley predecessor), becoming a Financial Advisor in 1989 and a Vice President three years later. I attained my CRPCâ (Chartered Retirement Planning Counselor SM) designation in 2009. Along with my advanced credentials in retirement planning and portfolio Management, I focus on tax management and social impact investing.
Securities Agent: IL, CO, OH, WY, VA, SD, SC, KY, UT, MA, ID, DE, MN, KS, IA, HI, OK, MT, AL, WV, WA, TN, PA, NC, MS, LA, GA, AR, OR, NM, ME, MD, IN, CA, RI, NH, MO, AK, TX, NY, CT, AZ, WI, VI, NV, VT, NJ, NE, ND, MI, FL, DC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1404006

About Christian Gweth, MBA

I have been with Morgan Stanley Wealth Management since 2017. As a Financial Planning Specialist at Morgan Stanley, I work with high net worth families, professionals, and small business owners providing financial advice and guidance centered on their aspirations through the many stages of their lives. My financial planning experience adds an important dimension to my ongoing consultative approach to the wealth management process.
As a licensed advisor I offer the following services
• 401(k) retirement plan reviews
• College planning
• Estate planning strategies
• Holistic financial planning
• Brokerage/Advisory
• Stock Plan/Executive Compensation consulting

I earned an MBA from Warner Pacific College. I obtained a Bachelor of Arts degree in International Business from Seattle University, where I also played 4 years of Division 1 collegiate basketball. I grew up in Aloha, OR and now live in Newcastle, WA with my wife Adrionna and son Langston. Outside of work we enjoy traveling, cooking, watching movies, and volunteering for youth sports clubs.
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 988530
Securities Agent: NY, NH, WI, TN, OK, NJ, MD, ID, FL, NC, LA, AZ, AL, SD, OR, MN, IA, DC, CO, DE, CA, ME, MA, KS, IN, PA, HI, WA, VA, IL, GA, OH, MT, MI, AK, WY, UT, TX, SC, RI, NM, MS, MO, CT, VI, NV, NE, AR, KY, WV, VT, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 988530
CA Insurance License #: 4109393

About Gabriel Oros

As a Financial Advisor with The Rayfield-Hansen Group, I am committed to closely working with families and individuals helping them find the pathway to meeting their financial and life goals. From financial planning to research and portfolio management tasks, I focus on gaining a clear understanding of each client’s needs then collaborate with their estate planners and tax professionals to create tailored solutions that are right for them.

I am a graduate of Whitworth University and hold a B.A. in Business Administration with a concentration in Finance. Prior to joining Morgan Stanley, I worked as a Client Service Associate at Raymond James, where I found my passion for helping people with long-term, goal-based financial planning.

I was raised in Kirkland to Romanian Emigrants. Among the many lessons I learned from my family and our culture was the significance of relationships and expressing compassion and care to those around me. I am honored and grateful for the opportunity to serve others in this capacity. In my free time I enjoy spending time with my family and friends either golfing, traveling or being outdoors.
Securities Agent: MS, MO, KY, IA, WI, TX, NV, AK, NH, ME, FL, DE, CA, AL, VT, UT, PA, OR, OK, NC, MI, KS, WA, SD, NY, LA, HI, CO, OH, ID, VA, RI, NM, MN, MD, IN, DC, CT, WY, WV, VI, SC, ND, IL, AR, TN, NE, MT, AZ, MA, GA, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 2158265

About Catherine Robertson

Catherine is a Financial Advisor with THE ENDEAVOR GROUP at Morgan Stanley. She began her career in 2017 and has naturally grown into a lead role within the team focusing on executive clients. She leads the team’s 10b5-1 and Rule 144 sales for executives.

Catherine has always desired to make a strong impact in her clients’ lives. She plays a pivotal role in ensuring her clients establish strong financial foundations and achieve the desired outcomes.

Once she understands her clients’ values, experiences, and lifestyles, Catherine collaborates with them to identify and accomplish their goals while simplifying any complexities in the process. Catherine currently specializes in equity compensation, working with executives and insiders who have Rule 144 and 10b5-1 sales along with individuals who have concentrated stock positions that require predetermined diversification strategies.

While most of THE ENDEAVOR GROUP at Morgan Stanley resides in Seattle, Catherine is based in Dallas where she enjoys time with her family and friends. She also enjoys travel, fitness, and music. She is an accomplished musician in multiple disciplines.
Securities Agent: PA, ME, VA, TX, ID, GA, HI, DC, NV, NY, CO, DE, AL, WI, MO, SD, SC, AK, WA, OH, MN, MD, AR, KS, NM, UT, OK, IN, FL, IL, MI, AZ, MA, CA, ND, WY, TN, LA, NH, IA, CT, RI, VT, OR, MT, VI, NC, KY, PR, MS, NE, NJ, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1792809

About Thomas P. Strawn

Thomas is the Group Director for The Endeavor Group at Morgan Stanley. After being recruited by several teams at the firm, he determined that The Endeavor Group at Morgan Stanley had the most heart and aligned values. Thomas’s background in communications at Seattle University and the non-profit sector uniquely positioned him to assist this diverse team of great people.

Thomas’s role with the team is primarily internal. He drives proactive adoption of innovative firm tools to maximize efficiency in client communications. He makes sure to leverage the unique skillsets held by different team members, while still attempting to streamline processes. For a team of this size, keeping everyone on the same page is critical for scalability and quality of service.

In his previous experience, Thomas traveled the world for two years representing a global non-profit. This experience not only taught him the value of cultural exchange, but also of budgeting. Now, Thomas spends his free time visiting national parks, practicing photography and other artistic mediums, and exploring health and wellness.

About Ann Boberg

Ann serves as The Endeavor Group at Morgan Stanley’s Wealth Management Associate. Her favorite, and luckily primary, part of her job is cultivating client relationships. Ann has dedicated her career to serving client needs. After earning her BS from Cornell’s Hotel School, she worked in hospitality for over a decade until she was recruited to financial services in 1996.

She had always been interested in finance and the offer was timely, so she happily accepted and has remained in the industry ever since. She says it was one of the best decisions she ever made. Ann joined Morgan Stanley in 2017 and The Endeavor Group at Morgan Stanley in 2019. She proactively helps clients understand the products and services that the team and the firm have to offer.

Ann has loved her time in the industry, particularly because of the people, but, in her free time, she and Roger spend time outdoors with their dog Lucy, on Bainbridge Island. They enjoy hiking and sailing but most importantly visiting with their son, a major in the USAF, and two young grandchildren.

About Kyla Pellecchia

Kyla began as a Client Service Associate for The Endeavor Group at Morgan Stanley in Fall 2021. After years as a proud and dedicated stay-at-home-mom, she jumped headfirst into the financial services industry with this team. In alignment with her studies in speech and communication, Kyla has emerged as “the voice” of The Endeavor Group at Morgan Stanley, so clients can expect to interact frequently with her when they call.

Kyla has a strong desire to learn and grow, especially from a team so invested in her success, just as they are in their clients’ success. She is an advocate for clients and team members alike. She supports her team members dynamically, wherever her skills may be needed, which is in most client-oriented activities. She is committed to assisting clients to the best of her ability.

When Kyla is not dedicating her time to the team's clients, she dedicates it to her family: three teenagers, Alexa, Natoli, and Aidan, and their visitor-turned-family cat named Goose. They all spend holidays at the Oregon Coast together. With two kids off to WWU, Kyla spends her newfound free time cooking and gardening.

About Grace A. Hendricks

Grace Hendricks is a new CSA with The Endeavor Group as of 2024. She graduated cum laude from Central Washington University, where she studied Personal Financial Planning and Japanese. Working in wealth management was her goal, and this is her first position in a financial firm.

Grace was born in Seattle, and now lives in Kirkland. Outside the office, she enjoys hiking, reading, and spending time with family and friends.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
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Katie Reed

Senior Private Banker
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Wilson Calansingin

Associate Private Banker
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Mark T Curtis

Managing Director, Stock Plan Director, Financial Planning Specialist, Family Wealth Director, International Client Advisor, Investing with Impact Director
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Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation
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Molly Sakahara, CFP®

Financial Planning Director, Assistant Vice President
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Adelaide El Zein, CFP®

Financial Planning Director, Vice President
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Terry Gravely, CFP®

Financial Planning Director, Vice President
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Sean Lavin

Trust Specialist
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Grace Kennedy

Planning Associate
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Clint Eddy

Family Office Resource Generalist

About Katie Reed

Katie Reed is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Washington.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Katie began her career in financial services in 2002, and joined Morgan Stanley in 2017 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.

Katie is a graduate of the University of Washington, where she received a Bachelor of Arts in Economics. She lives in Seattle, Washington with her spouse. Outside of the office, Katie enjoys volunteering her time with various organizations which support women, food accessibility, and animals. She also enjoys traveling, Washington Husky football, and spending time with family and friends.
NMLS#: 652641

About Wilson Calansingin

Wilson Calansingin is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington State.

Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.

Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
NMLS#: 711776

About Molly Sakahara

Molly Sakahara is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Los Angeles area. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Molly began her career in financial services in 1999 and joined Morgan Stanley in 2015. Prior to her current position, she held positions in wealth management and private banking with an emphasis on helping individuals achieve long term life goals and understanding client’s value system in relation to their wealth.

Molly graduated from UCLA and holds her Certified Financial Planner® designation, California insurance state licensing, and Series 7 and 65. She currently resides in South Pasadena, California with her spouse and two children. Outside of work, she is a squash coach at PlayLA, a committee volunteer with UCLA Chancellor’s Society, is the founder and administrator of Buy Nothing Group for her local city, and serves on the Board of Directors for SoCal Squash Association.

About Adelaide El Zein

Adelaide El Zein, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s
Wealth Management offices in Washington State, mainly serving our Bellevue, Kirkland, Yakima,
Kennewick and Bellingham office locations. She is responsible for helping Financial Advisors with their clients' and
prospects' financial planning needs.

A CERTIFIED FINANCIAL PLANNING® professional, Adelaide has been providing financial advice to
families and individuals in various settings for nearly 18 years. A former teacher, who taught
domestically and overseas in Germany and the United Arab Emirates, Adelaide launched her career in
finance at Ameriprise in 2004 after completing her MBA. She was an analyst at Merrill Lynch/Bank of
America for 4 years before joining an RIA in Arlington as a financial advisor.

A graduate of the University of Washington, she lives in Edmonds, WA with her future husband, Bob,
and his two teenage boys. Outside of work she enjoys photography, being outside, working on home
improvement projects, learning new languages and dancing to live music.

About Terry Gravely

Terry Gravely is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Seattle. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.

Terry began his career in financial services in 2000, and joined Morgan Stanley in 2021. Prior to his current position, he worked as a registered investment advisor and certified teacher.

Terry graduated from Virginia Tech and holds his CERTIFIED FINANCIAL PLANNER™ and Certified Personal Wealth Advisor® designations. Terry lives in Seattle, Washington where he enjoys spending time with his grandchildren. Outside of work, Terry volunteers at an elementary school.

About Sean Lavin

Sean is a Regional Trust Specialist for Morgan Stanley based in Los Angeles. He is responsible for supporting Private Wealth Advisors and their clients’ legal counsel in developing trust and fiduciary solutions for families, institutions and charities. Sean works closely with clients and their legal and strategic advisors to help educate them on appropriate trust vehicles designed to meet the clients’ specific goals and objectives. Sean also provides advice on how to utilize the fiduciary services available through the Morgan Stanley’s comprehensive third party trustee platform that is available to clients.

Sean joined Morgan Stanley in 1999 including several years as a Senior Vice President and Regional Trust Specialist with Smith Barney and Citi Trust. Prior to then, Sean was a Senior Trust Officer with Merrill Lynch / Bank of America.

Sean graduated from the University of Southern California with a bachelor’s degree in business administration and received his master’s degree in business administration from the UCLA Anderson School of Management. Sean holds the Certified Financial Planner and Certified Trust and Financial Advisor designations and is Series 7 and 66 licensed.

About Grace Kennedy

Grace Kennedy is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, she will evaluate various alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Grace provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.

She earned her undergraduate degree from Auburn University and received the Financial Planning Specialist® designation from the College for Financial Planning. Grace is originally from Johns Creek, Georgia and currently resides in Johns Creek, Georgia.

About Clint Eddy

Clint Eddy is an Executive Director with the Family Office Resources (FOR) team at Morgan Stanley. As a Generalist with FOR he helps clients and Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.

Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA) and is actively involved in the WSBA’s Real Property, Probate and Trust section. He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.

Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.

Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
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Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
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4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
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  • Qualified Retirement Plans
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Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
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Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
Learn More about Financial Wellness
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In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact THE ENDEAVOR GROUP today.
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1Morgan 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.

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

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2Morgan 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.

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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.

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4Morgan 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.

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5Morgan 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.

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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.

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7When 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.

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8Morgan 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.

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9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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10Morgan 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.

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Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)