The Lakeland Group at Morgan Stanley

Guy Roe is the founder of The Lakeland Group at Morgan Stanley. He has over 37 years of wealth management experience and has been with the firm since 1986.

Guy is passionate about helping individuals prepare for retirement. Having assisted clients with their wealth management needs for more than 35 years, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that helps enable them to achieve their financial goals. Guy is a curious person who continues to seek greater knowledge of the financial market to hone his understanding of the current landscape and how it will impact the success of his clients. To that end, he has achieved a number of advanced certifications in finance and planning, including the Certified Portfolio Manager (CPM^®) designation awarded by The Academy of Certified Portfolio Managers and The Fu Foundation School of Engineering and Applied Science at Columbia University. In addition, he holds a B.A. in Economics from DePauw University.

Utilizing a combination of wisdom and experience, Guy and his team work with their clients to develop and implement a comprehensive wealth plan based around their clients priorities. Guy works closely with clients to design and execute customized investment strategies and adjust the plan as needed to help mitigate risk or seize opportunities when they arise. He also manages a discretionary portfolio, which include dividend paying stocks, for clients who understand the volatility and opportunity of equities, but require an income-generating strategy. Since founding the Lakeland Group at Morgan Stanley, Guy has believed that successful client relationships go beyond providing information, ideas, and strategies. He and his team are committed to building relationships with their clients based upon honesty and accountability.

Guy has been an active leader in his community and understands the importance of making a difference in the lives of others. He previously served on the Board of Directors for Camp Manito-wish YMCA for 18 years, including as Board President, as well as on the Board of Directors of WXPR Community Public Radio for 16 years and as Treasurer for the Lakeland Hawks Ice Association. His work helped secure financing and community support to construct the Lakeland Ice Arena.

For fun and relaxation, Guy enjoys sports as a participant and as a spectator. He is an avid golfer, traveling to and playing in a variety of state-level tournaments for the 55+ group. Currently, he serves as an Associate Director and Volunteer for the Wisconsin State Golf Association. He enjoys scuba diving, fishing, reading, and staying on point with current events.

Matt has been working with clients to help formulate and implement comprehensive financial plans since 2004. Before joining the Lakeland Group at Morgan Stanley, he spent 10 years as an Aerospace Engineer test flying business jets. Matt earned a B.S. in Aerospace Engineering from Wichita State University. He is a problem solver with a highly analytical background who understands that wealth planning is as much an art as it is a science.

Matt is dedicated to serving families and business owners with complex financial needs and devising a clear plan and systematic way of measuring the progress each year. Matt believes this approach keeps clients focused on reaching their goals and helps them avoid emotional pitfalls, as opposed to an index based approach which often results in investors becoming distracted by market noise and letting their emotions dictate their actions. Matt believes "it's not what you gain in the up years, but what you retain in the down years" that allow clients to be successful.

Striving to be more than a trusted advisor to their clients, Matt and the team at the Lakeland Group invest the time to truly understand their clients, listening to what matters most to them and what they want to accomplish during their lifetime. His analytical experience enables him to convey complex ideas to clients in a manner they can easily understand.

Matt is actively involved in the Eagle River Lions Club and the Eagle River Lions Club Foundation where he has served as a Board Member and Secretary of the Club. He was awarded a Melvin Jones Fellowship for his dedication and exemplary service to his Club. He is proud of his past involvement in the YMCA of the Northwoods, having served as a Board Member and President of the Eagle River Branch. Matt also serves as a board member of the Northwoods Children's Museum in Eagle River.

An engaging person with a great sense of humor, Matt enjoys meeting new people and finding common interests. He has a variety of hobbies, including traveling the world with his wife Laura for exploration and relaxation and cooking a range of ethnic foods to experiment with tastes and methods of preparation. Matt's family has a lake house, which has been in his family for over 100 years, that fills much of their summertime with boat rides and quality time with family and friends.

Andy Roe creates strategies that can help clients develop, understand, and achieve their financial goals.

Andy has been working with Morgan Stanley for seven years. Prior to this, Andy led progressive wilderness expeditions for teenagers that focused on building character and leadership qualities by tackling outdoor challenges. Through this experience, he has gained a great appreciation for the complete planning process: developing, executing, and reviewing. Andy earned his B.A. in economics from Colorado College.

Working with a diverse client base, Andy helps complex families organize their affairs, document their goals, and implement strategies that can help them reach those goals more effectively. The planning process begins by listening to the client's most pressing financial concerns and prioritizing their goals. Andy believes in working collaboratively with his clients and their other professional advisors to bring clarity to their financial picture. Whether the goals are estate and tax planning strategies, retirement planning, risk management, charitable giving, business succession planning, or liability management, he strives to achieve the right balance of risk and return.

Wealth planning means more than providing clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values, and circumstances that determine the strategies developed on their behalf.

Andy, his wife, Mary, and their kids, Mackenzie and Ryan, love spending time outside and can often be found canoeing, hiking, biking, camping, golfing, and boating. Andy is particularly proud of his involvement in Camp Manito-wish YMCA and believes his experiences there have shaped nearly every aspect of his life.

Clara Metz joined the Lakeland Group in January 2020 and earned her Certified Financial Planner™ (CFP^®) designation in October of 2021. This designation demonstrates that a professional has met rigorous education, experience, and ethical standards required to help guide individuals and families in achieving their financial goals. Clara brings significant value to clients by understanding their current financial position and developing personalized, tax aware financial plans to help them achieve their goals. She focuses on guiding clients through major life transitions, including retirement, divorce, and small business growth.

Before joining the Lakeland Group, Clara gained experience through internships as a tax preparer, insurance sales representative, and financial assistant. She graduated from the University of Wisconsin – La Crosse with a B.A. in Finance and a concentration in Risk, Insurance and Financial Planning.

Outside of work, Clara enjoys spending time outdoors with her husband, Ethan, and daughter, Madelyn, engaging in activities like hunting and fishing. She also plays recreational soccer, cross country skis, and is an active member of the Lakeland Rotary Club, where she has served as a board member and treasurer.