Our Story and Services

We focus on working with clients approaching retirement.  Our team helps clients define and articulate their goals…determine whether they are properly prepared for retirement…identify beneficiaries of their wealth.  Our work with clients goes beyond just investments; we assist our clients with every financial decision, helping to ensure that every choice aligns with their overall goals and strategies.  We are deeply committed to our community ---our clients are our neighbors, our colleagues, our friends; our team reflects the unique character of the Traverse City community.The Gegich Idziak Group is made up of three Financial Advisors, Branko Gegich, Jason Idziak, and Shannon Chase along with Senior Registered Associate Jean Powell and Portfolio Associate Dianne Jurica.  The team works out of two locations: Traverse City, Michigan and Jackson, Michigan.









Traverse City Office300 E Front Street, Suite 300Traverse City, MI  49684Main: 231-932-7202Fax: 231-941-5820Toll Free: 844-589-0246





Jackson Office3101 Spring Arbor Rd, Suite 400Jackson, MI  49203Main: 231-932-7202Fax: 231-941-5820Toll Free: 844-589-0246
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Annuities3
  • Business Planning4
  • Cash Management5
  • Financial Planning6
  • Lending Products
  • Professional Portfolio Management7
  • Retirement Planning8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Branko Gegich
Senior Vice President – Financial Advisor
Portfolio Management Director
Senior Investment Management Consultant
Financial Planning Specialist

• 30 years with Morgan Stanley and its predecessor firms
• Former Branch Manager with strong collaboration throughout the firm
• President's Club 2016, 2017
• Master's Club 2010 - 2015
• BA from Albion College; majored in economics and math
• Series 7- General Securities Representative
• Series 63- Uniform Securities Agent
• Series 65 – Uniform Investment Advisor
• Series 3 – National Commodity Futures
• Series 8 – General Securities Sales Supervisor
• Member of Traverse City Botanical Gardens

Jason A. Idziak, CRPC®, CRPS®
Senior Vice President – Financial Advisor
Family Wealth Advisor
Senior Investment Management Consultant
Financial Planning Specialist

• Develops wealth management plans for families
• Extensive training in retirement planning, with a commitment to plans that can potentially generate income
• Chartered Retirement Planning CounselorSM and Chartered Retirement Plans SpecialistSM, an unusual combination of skills and training
• BA in Economics and Management from Albion College
• Series 7 - General Securities Representative
• Series 66 – Uniform Combined State Law
• Series 9 and 10– General Securities Sales Supervisor
• Series 31 – Futures Managed Funds

Shannon Chase
Financial Advisor

• 4 years at Morgan Stanley
• Focuses on helping clients meet their goals of preserving and growing their wealth by having open and honest conversations about their current lifestyle and their spending and savings habits
• Creates customized solutions to plan for retirement, education, estate and insurance needs
• Bachelor of Science from UNLV; majored in business with concentration on marketing
• Series 7 – General Securities Representative
• Series 66 – Uniformed Combined State Law
• Licensed in Life insurance, Accident and Health and Variable annuities





Jean Powell
Senior Registered Associate

• Client Relationship Manager for our team
• Singularly focused on client service; keeps extensive notes on the preferences, goals and strategies for every client
• 28 years experience with Morgan Stanley and its predecessor firms
• Series 7 – General Securities Representative
• Series 63 – Uniform Securities Agent
• Series 9 & 10 – General Securities Sales Supervisor
• Has worked with Branko since 1989, an example of her commitment to stability and loyalty
• Spent 8 years as a travel agent prior to Morgan Stanley, providing accurate, highly customized service
• Native of Traverse City, where she has lived her entire life

Dianne Jurica
Portfolio Associate

• Provides behind-the-scenes support for the team and our clients; back-office systems, database management, client review data
• Corporate background in technology; worked in information services for Burger King and Compaq
• Also experienced in training for complex hardware and software systems
• BBA in Business Administration and Industrial Marketing from Western Michigan University
• Series 7 – General Securities Representative
• Series 66 – Uniform Combined State Law
• Native of Traverse City

    Location

    300 East Front St
    Ste 300
    Traverse City, MI 49684
    US
    Direct:
    (231) 941-7200(231) 941-7200
    Toll-Free:
    (844) 589-0246(844) 589-0246

    Meet The Gegich Idziak Group

    About Me

    Branko Gegich
    Senior Vice President – Financial Advisor
    Portfolio Management Director
    Senior Investment Management Consultant
    Financial Planning Specialist

    One of the partners of our team, Branko has more than 30 years experience helping clients define, pursue and achieve their financial goals. He believes in consistent, steady performance and stability.

    Branko has been with Morgan Stanley and its predecessor firms for 30 years; until 2010, he was also Branch Manager, which gave him unusually rich knowledge of the firm and its palette of services and offerings.

    Branko earned his BA from Albion College, where he majored in economics and minored in math.

    Branko is deeply involved in the community. He is a tennis mentor at Traverse City Central High School and Traverse City St. Francis High School, and is a board member of the Traverse City Botanical Gardens. He is married to his high school sweetheart, and enjoys spending time with his family, playing ice hockey, boating, tennis, gardening, and traveling.
    Securities Agent: MI, WY, WI, WA, VA, TX, SC, RI, PA, OR, OK, OH, NY, NV, NH, NE, NC, MO, MN, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1566210

    About Me

    Jason A. Idziak, CRPC, CRPS
    First Vice President – Financial Advisor
    Family Wealth Advisor
    Senior Investment Management Consultant
    Financial Planning Specialist

    Jason works with our clients to develop wealth management plans, focusing on the big picture and pulling the various pieces of the puzzle together. He is particularly interested in plans designed to produce income, and has extensive training in retirement planning.

    Jason literally grew up on our team; he worked with his father Ed in the office during high school. He later interned with a predecessor firm during college, and was licensed by his sophomore year. He joined the team full time after graduation, where he has worked ever since. Like Branko, he is a founder and a former Branch Manager.

    Jason earned a BA in Economics and Management at Albion College, and also has earned both the Chartered Retirement Planning Counselor and the Chartered Retirement Plan Specialist designations.

    Jason’s passion is helping people develop and grow. He is a former high school football coach.  He has been with the firm for 16 years.
    Securities Agent: TX, MI, IL, WY, WI, WA, VA, SC, PA, OR, OK, OH, NY, NV, NH, NE, NC, MO, MN, MD, MA, LA, KY, IN, IA, HI, GA, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1581081

    About Me

    Shannon Chase
    Financial Advisor

    Shannon helps our clients meet their goals of preserving and growing their wealth. She helps tailor wealth management plans to align clients’ wishes, style and specific needs.

    Shannon has 4 years of experience as a financial advisor. She joined Morgan Stanley in 2013 with previous sales, marketing and relationship management experience. She was named to the firm’s Pacesetter’s Club in 2018, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

    Shannon earned a Bachelor of Science degree from University of Nevada, Las Vegas where she majored in Business with concentration in marketing. She played Division I volleyball and was a member of the Mountain West Conference All-Academic Team.

    When not in the office, you can find her outside hiking and biking in the summer and snowboarding in the winter. She likes to travel and is a certified yoga instructor.
    Securities Agent: TX, MI, WY, WI, WA, VA, SC, PA, OR, OK, OH, NY, NV, NH, NE, NC, MO, MN, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DC, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1301170

    About Me

    Jean Powell
    Senior Registered Associate

    Jean is our go-to person for client service. She analyzes an issue, then does whatever is necessary to make implement a solution. Jean keeps extensive notes and files for each client and advisor, ensuring accuracy, consistency and quality service.

    Prior to the financial industry, Jean worked for 8 years as a travel agent juggling numerous clients and their preferences. She has been with Branko at Morgan Stanley and its predecessor firms for 28 years. Continuity, security, and loyalty are important to her, and to our entire team.

    Jean is a native of Traverse City and has lived here her entire life. She enjoys golfing and kayaking in and around our beautiful city with her husband, Chris.

    About Me

    Dianne Jurica
    Portfolio Associate

    Dianne provides behind-the-scenes support for the team. She is responsible for opening new accounts, working with back office systems, managing the database, setting up events, preparing client reviews a full range of service responsibilities.

    Dianne came to us from a corporate background, working in information systems for Burger King and Compaq. She was also involved in training, helping dealers and other employees learn the complexities of both enterprise and small system hardware and software.

    She earned a BBA from Western Michigan University and has been with the firm for 10 years.

    A native of Traverse City, Dianne is a mother of two. She and her husband, Tom, enjoy being outdoors and all the Traverse City area has to offer.
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    Market Information Delayed 20 Minutes
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    2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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