The Evergreen Harbor Group at Morgan Stanley

Rick started his financial advisory career with Merrill Lynch in 1997 and was recruited to join Morgan Stanley in 2001. He formed the Evergreen Harbor Group at Morgan Stanley shortly thereafter.

Rick works with affluent families and individuals and focuses his wealth management knowledge and experience in financial planning, asset allocation strategies and portfolio management. Prior to his financial advisory career, he worked in his family’s trucking and warehousing business in Tacoma with responsibilities in sales, finance, and facilities management.

Rick graduated from Washington State University in 1988 where he earned a bachelor’s degree in Business Administration with an emphasis in Finance, Economics and Accounting. He holds a Series 63, Series 67, Series 7 for General Securities, Series 31 for Managed Futures, and Series 66 for the Uniform Securities Agent State Law Exam and the Investment Advisory Agent, along with Life Insurance and Long-Term Care insurance licenses. He has also been named a Senior Portfolio Management Director and is a part of the Morgan Stanley Century Club.

As a financial advisor, Rick combines three things that he enjoys in a professional and personal setting: Helping others, Capital Markets & Economics, and Planning/Implementing Activities. His approach has always been consultative, never leading with a product or sale in mind. He enjoys learning about his clients and how the team's experience and platform can assist in helping them meet their goals or stated objectives. Over time, through building client relationships, he believes his team can offer more solutions as situations change or present themselves.

Rick also enjoys snow skiing, fitness, boating, fishing, tennis and travelling. He also enjoys volunteering and supporting philanthropic organizations such as the YMCA, Salvation Army, Kiwanis Club of Tacoma, Hope on the Slopes, WSU Alumni Association, HopeSparks Family Services, and the Alpha Tau Omega Alumni Association. He currently resides in Gig Harbor with his wife Hillaree.

John started his career in 2006 the Silverdale, WA office of Smith Barney prior to moving to Gig Harbor to merge his practice with the Evergreen Harbor Group in 2009. John was raised in Bremerton and completed his BBA in Finance from the University of Portland.

In his own words, "The Evergreen Harbor Group is a team of two advisors with client associate professionals that work in concert to assist clients throughout their investment and planning experience. All clients have a principal advisor with deep knowledge into each client's unique goals and concerns."

He and his wife, Angela, are happily raising their daughter Elizabeth and live on Fox Island. In his free time John enjoys golf, running, local & international soccer, practicing Yoga, and is an aspirational traveler. John is a long-term Rotarian, and he recently became the Vice President for the Gig Harbor Rotary Foundation. He is also a past president of Hilltop Artists, which is a program that connects young people to better futures through the experience of glass art.

Leisha started her career with the Firm in 1984 in the Bremerton, WA office of Shearson Lehman, predecessor to Smith Barney. She has worked in multiple locations in Washington and in New Mexico over her career. Her primary role over the years has been as Business Service Officer and senior member of the Service Team overseeing Operations and the Client Experience. Leisha brings a client-first mindset and focus on delivering exceptional client experiences to the Evergreen Harbor Group and it’s clients. As a Business Development Director, she brings a wealth of experience and knowledge to assist you with your service needs. Leisha is fully registered with her Series 7, 8, 63 & 65 securities licenses.

Leisha has lived in the Gig Harbor and surrounding areas in Washington for most of the last 40 years. She and her husband, Frank, currently reside in Port Orchard with their 2 King Charles Spaniels (Gracie & Roxie).

Outside of Morgan Stanley, she enjoys spending time with her two granddaughters who live in Gig Harbor. She also enjoys being outdoors and attending local Pilates classes.