THE ENDEAVOR GROUP at Morgan Stanley

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

Davis is the newest Client Service Associate to join The Endeavor Group at Morgan Stanley. He graduated from Seattle Pacific University in 2020. During undergrad, Davis studied economics and led the student investment fund which sparked his sincere interest in financial services. After a brief stint in retail, Davis began in the industry in 2021. He became a CSA at Morgan Stanley in 2022 and formally joined The Endeavor Group at Morgan Stanley at the start of 2023.

Davis aims to provide a high level of expertise when servicing each client. As a CSA, he assists clients and financial advisors with estate planning.

In his free time, Davis plays indoor soccer and board games. He is also an amateur videographer and rock climber!

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.