First Vice President, Wealth Advisor, Family Wealth Advisor, Chartered Retirement Plans Specialist, Portfolio Manager
Phone:
(330) 557-9756(330) 557-9756
The Koch, Haines and Brooks Group at Morgan Stanley
Direct:
(330) 491-4010(330) 491-4010
Toll-Free:
(800) 755-8285(800) 755-8285
Our Mission Statement
A disciplined approach to investing with exceptional customer service
The Koch Team
Disciplined, Clear, Effective
“A disciplined approach to investing with exceptional customer service”
GENERAL PRINCIPLES
- We are long-term, goal-focused, plan-driven investors. Our core investment policy is to invest in broadly diversified portfolios of high quality businesses.
- We believe that the economy cannot be consistently forecasted, nor the markets consistently timed. We conclude from this that the only practical way to capture the premium long-term return of equities is to ride out their frequent, sometimes significant, but historically always temporary declines.
- We do not react to economic or market events. As long as your long-term goals remain unchanged, so will our plan and approach to help achieve those goals.
“A disciplined approach to investing with exceptional customer service”
GENERAL PRINCIPLES
- We are long-term, goal-focused, plan-driven investors. Our core investment policy is to invest in broadly diversified portfolios of high quality businesses.
- We believe that the economy cannot be consistently forecasted, nor the markets consistently timed. We conclude from this that the only practical way to capture the premium long-term return of equities is to ride out their frequent, sometimes significant, but historically always temporary declines.
- We do not react to economic or market events. As long as your long-term goals remain unchanged, so will our plan and approach to help achieve those goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Creating Your Plan
To be truly effective, your plan must reflect the totality of your personal and financial life. Our role is to help ensure that your investment objectives are consistent with pressing financial concerns and your long-term aspirations.
These four steps were developed to help achieve that goal:
These four steps were developed to help achieve that goal:
1. Setting your financial objectives
Through a process of discovery and discussion, we will work with you to articulate your aims for your wealth. Together, we will examine your current and future liabilities, income sources and cash flow needs, and then consider factors that might influence your overall strategy, including tolerance for risk, tax concerns, liquidity needs and time horizon. Through careful analysis, the team will look for potential gaps that may exist between you and your goals, and develop sound strategies to help smooth the path.
2. Creating your strategy
Working from our understanding of you and your objectives, we will propose a financial plan that contains specific strategies designed to help meet those goals. Our advice may encompass issues such as retirement planning, business continuation, tax minimization potential and wealth transfer. You will also receive an asset allocation strategy designed to provide diversification for your portfolio.
3. Implementing your strategy
After discussing and refining your strategy, we will work closely with you to bring the elements to life. Planning is a vital part of our process. Using tools to actively monitor your plans progress, helping make sure you are on track to meet your financial goals and objectives, If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be appropriate for your portfolio. Whatever approach we decide on, we will help you keep you strategy on track.
4. Reviewing objectives and performance
We view ongoing communication as the foundation of our successful collaboration with you. We will make every effort to keep aware of your changing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.
The Koch Team
The Koch Team provides modern wealth management solutions to individuals, families, and small business owners. Founded by Matthew Koch in 1990, the accomplished group has helped clients build and preserve wealth through numerous market cycles and generations while developing long term relationships built on trust.
Excellence in Investment Management
For over 30 years, Matt has created successful, customized investment plans and portfolios.
He uses a comprehensive investment management process and a highly disciplined approach to investing.
Determining the proper asset allocation for each client is Matt’s primary responsibility. He is dedicated to thoroughly understanding each client’s finances, long and short-term objectives, and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to assess their complete financial position.
In constructing investment portfolios, Matt typically utilizes Morgan Stanley’s advisory services. Matt works collaboratively with his clients to determine their risk profile and build a portfolio according to their needs and objective.
He uses a comprehensive investment management process and a highly disciplined approach to investing.
Determining the proper asset allocation for each client is Matt’s primary responsibility. He is dedicated to thoroughly understanding each client’s finances, long and short-term objectives, and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to assess their complete financial position.
In constructing investment portfolios, Matt typically utilizes Morgan Stanley’s advisory services. Matt works collaboratively with his clients to determine their risk profile and build a portfolio according to their needs and objective.
Planning and Other Services to Help Simplify a Client’s Life
The team’s broad experience combined with Morgan Stanley’s vast resources enables them to assist with almost every facet of financial services including retirement, cash management, legacy, philanthropy, and education planning. Working with an extensive network of professionals in many areas, complements and deepens the advice the team offers. In addition, the team can help to improve small business operating efficiencies as well as delivering employee retirement programs.
The Koch Team takes pride in having worked with clients for decades. They have helped guide families through their life cycle; from planning for their children’s education, retirement, to succession to the next generation. Their personal approach has led to lasting relationships with Baby Boomers, Generation X, and Millennials.
The Koch Team takes pride in having worked with clients for decades. They have helped guide families through their life cycle; from planning for their children’s education, retirement, to succession to the next generation. Their personal approach has led to lasting relationships with Baby Boomers, Generation X, and Millennials.
Key to Success: Understanding Your Financial Decisions
The team’s goal is to empower clients to be confident in their financial decisions through education and knowledge. Matt and his partner, Collin Brooks, are committed to educating and informing their clients and their client’s children on all relevant financial subject matters and market conditions.
Extraordinary Service
The Koch Team strives to provide an extraordinary high level of service. Clients’ portfolios are vigilantly monitored, and meetings are scheduled to appraise goals and evaluate financial conditions. The team is always accessible and its service is accurate and timely.
Melanie Abraham and Matt have worked together for over 20 years. She oversees administrative tasks including new account openings and trade settlements as well as interacting with CPAs and Attorneys. Melanie strives to develop personal relationships with the team’s clients, and helps provide support for life’s anticipated and unexpected moments.
The team also assists clients with the adaption of Morgan Stanley’s digital tools including 24/7 Account Access through Morgan Stanley Online and the Morgan Stanley Mobile App which allows for Mobile Deposits*, MS Online payments, etc.
*Subject to certain terms and conditions. Checks must be drawn on a U.S. Bank.
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Melanie Abraham and Matt have worked together for over 20 years. She oversees administrative tasks including new account openings and trade settlements as well as interacting with CPAs and Attorneys. Melanie strives to develop personal relationships with the team’s clients, and helps provide support for life’s anticipated and unexpected moments.
The team also assists clients with the adaption of Morgan Stanley’s digital tools including 24/7 Account Access through Morgan Stanley Online and the Morgan Stanley Mobile App which allows for Mobile Deposits*, MS Online payments, etc.
*Subject to certain terms and conditions. Checks must be drawn on a U.S. Bank.
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Our Suite of Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Total Wealth View
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Morgan Stanley Online
Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Digital Vault
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Online Security Center
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
eDeliveryResources
At Morgan Stanley, we provide clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
4 Books Video
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Greetings Video
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Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check Out The Latest Episode
Playbook: Your Guide to Life & Money
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2024 Income Tax Tables
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2025 Income Tax Tables
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An Overview of the Playbook: A Millennial’s Guide to Life and Money
Click Here to ReadLocation
4455 Dressler Rd NW
Ste 202
Canton, OH 44718
US
Direct:
(330) 491-4010(330) 491-4010
Toll-Free:
(800) 755-8285(800) 755-8285
3700 Embassy Parkway
Suite. 340
Akron, OH 44333
US
Meet The Koch, Haines and Brooks Group
First Vice President, Wealth Management, Branch Manager, Corporate Retirement Director
Phone:
(330) 670-7772(330) 670-7772
Collin Brooks, CRPS®
Financial Advisor
Phone:
(330) 670-4628(330) 670-4628
Melanie Romine
Client Service Associate
Phone:
(330) 491-4012(330) 491-4012
Karen Prebonick
Portfolio Associate
Phone:
(330) 670-4621(330) 670-4621
About Wm. Matthew Koch
With over 30 years of professional investment experience, Matt helps clients achieve a retirement of financial independence and dignity. Matt makes it a priority to educate his clients, so they know and understand the how, what and why of the investments they own. His ability to teach and explain complex financial concepts in plain English has helped him build a career as a Wealth Advisor. This along with regular contact helps Matt gradually build each client’s financial confidence and knowledge.
Matt has earned the prestigious designation of Family Wealth Advisor, which reflects his experience and knowledge in this crucial area of multi-generational wealth management. Matt graduated from University School and Miami University where he earned a B.A. in Economics and Political Science and also earned a B.S. in Business Economics.
Matt has been married to his wife, DeAnna for over 30 years and has three wonderful children. Along with being the Head Coach of The University of Akron’s Ice Hockey Team, Matt is a member of Legatus, a graduate of The Leadership Stark County Signature Program, former Chairman of the local chapter of Ducks Unlimited and a 20-year volunteer with The Pro Football Hall of Fame’s Transportation Committee. In his free time, Matt is an avid reader, a conservative motorcycle rider, a mediocre hockey player and a frustrated golfer.
Matt has earned the prestigious designation of Family Wealth Advisor, which reflects his experience and knowledge in this crucial area of multi-generational wealth management. Matt graduated from University School and Miami University where he earned a B.A. in Economics and Political Science and also earned a B.S. in Business Economics.
Matt has been married to his wife, DeAnna for over 30 years and has three wonderful children. Along with being the Head Coach of The University of Akron’s Ice Hockey Team, Matt is a member of Legatus, a graduate of The Leadership Stark County Signature Program, former Chairman of the local chapter of Ducks Unlimited and a 20-year volunteer with The Pro Football Hall of Fame’s Transportation Committee. In his free time, Matt is an avid reader, a conservative motorcycle rider, a mediocre hockey player and a frustrated golfer.
Securities Agent: MI, MD, CO, RI, ME, IL, CT, LA, TX, NY, GA, DE, SC, OH, NM, MA, PA, NH, HI, VA, TN, NJ, NC, MO, MN, IN, FL, WI, WA, NV, KY, DC, CA, WV, VT, UT, OR, NE, MT, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1785338
NMLS#: 1785338
About Jason E Haines
Securities Agent: SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, VI, LA, KS, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
About Collin Brooks
Joining The Koch Team in 2016, Collin enjoys seeing first-hand the impact they have on the individuals and families they work with. By having a multi-generational team structure, he can connect with clients and their families through the full family tree. It’s important to him that clients have a clear understanding of why certain recommendations are being made in conjunction with their goals. Collin makes it a priority to provide clients the tools and guidance to help achieve their financial goals.
Collin holds multiple licenses including Series 7, Series 66, State Life, Accident and Health Insurance as well as the designation of Chartered Retirement Plan Specialist. He graduated from Mercyhurst University where he received a B.A. in Finance. In addition to his studies, Collin was a four year member of the NCAA Division 2 men’s lacrosse team.
Outside of work, Collin calls Cleveland home where he enjoys spending time with friends, family, coaching youth lacrosse, playing golf and exercising.
Collin holds multiple licenses including Series 7, Series 66, State Life, Accident and Health Insurance as well as the designation of Chartered Retirement Plan Specialist. He graduated from Mercyhurst University where he received a B.A. in Finance. In addition to his studies, Collin was a four year member of the NCAA Division 2 men’s lacrosse team.
Outside of work, Collin calls Cleveland home where he enjoys spending time with friends, family, coaching youth lacrosse, playing golf and exercising.
Securities Agent: OR, CA, WV, NE, VT, MT, UT, PA, OH, NC, MO, ME, IL, DE, WA, NV, WI, MN, MD, AR, LA, TX, SC, MA, HI, FL, TN, RI, NY, NM, MI, DC, CT, CO, AZ, VA, NH, KY, NJ, IN, GA; General Securities Representative; Investment Advisor Representative
Contact Wm. Matthew Koch
Contact Jason E Haines
Contact Collin Brooks
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
Tyson Abert
Senior Private Banker
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
Wealth Management
Global Investment Office
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We can provide the tools and guidance to help you manage a retirement plan.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Koch, Haines and Brooks Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
