The Lighthouse Group at Morgan Stanley

Keith Martens is a Senior Vice President, Financial Advisor, Certified Financial Planner™ (CFP^®) at Morgan Stanley. He has been in the financial services industry since 1996; all that time with Morgan Stanley and its predecessor firms. Prior to becoming a financial advisor, Keith spent seven years in the U.S. Navy as an aviator, and as an ROTC instructor at Marquette University, where he had previously earned his B.S. in Business Administration and Finance.

A senior partner of The Lighthouse Group at Morgan Stanley, Keith’s role focuses on comprehensive solutions for individuals and families, designed to help clients meet their short- and long-term financial goals with an appropriate level of risk. He works closely with his clients to help design and execute customized Advanced Planning Strategies for Wealth Management that cover the spectrum of needs: Lifestyle and Legacy Management; Liquidity and Liability Management; Risk Management; and Investment Management. As a CFP^®, Keith is able to design and execute financial plans that help give his clients the freedom to pursue their dreams as well as providing confidence that they are on course to achieve their goals.  He prides himself on his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals, and he uses the vast resources of Morgan Stanley to help them explore a wide range of possible solutions.

A native of Door County, Wisconsin, Keith and his wife reside in Bayside now, and have three grown children. An avid sports fan, he enjoys cheering on his alma mater, the Packers, Brewers, and Bucks. Though his aging knees have forced him to give up playing basketball and running, he now enjoys riding his bike year-round. Both Keith and his wife have pursued training in trauma focused narrative therapy, and this experience has helped him to better listen to people with their diverse needs in a more understanding and empathetic manner.

Paul Smith strives to provide his clients with assistance by serving as a Financial Advisor focused on their needs; guiding individuals and families through a process that can help enhance the probability for achievement of lifelong goals.

A First Vice President and Financial Planning Specialist with The Lighthouse Group at Morgan Stanley, Paul develops and executes the procedural and operational aspects of delivering high-quality personalized service to the team’s clients. The team strives for “Client-Focused Results,” and Paul does his best to make sure that commitment is kept. Starting in the financial services industry in 1988, and at Morgan Stanley (and its predecessor firms) in 2000, he has helped individuals and families reach their goals by leveraging basic truths and a disciplined process.  Before entering financial services, Paul earned his B.S. in Communications from Minnesota State University at Mankato and, for five years, served as a reporter and editor for a variety of small newspapers where he developed his passion for focusing on understanding an individual’s story and translating the story into action. 

Clients can expect Paul to build long-term relationships that encourage open communication. He believes that simple is often better and that plans should be no more complex than they need to be. The disciplined approach to helping clients employed by Paul and The Lighthouse Group begins by listening to understand his client’s personal, professional and/or philanthropic objectives and then by helping clients to prioritize their goals.  Paul works together with his clients to define and implement the steps and strategies that can result in helping achieve the client’s lifelong goals. 

Paul spends much of his free time pursuing outdoor activities.  He enjoys hunting ducks, geese, pheasant, turkeys, and also likes to fish and golf.  He supports and is involved with a variety of organizations, such as Ducks Unlimited, the Make-A-Wish Foundation and the West Granville Presbyterian Church. He and his wife live in rural Germantown. They have three adult daughters.

Abraham feels that thoughtful financial planning should be centered on a process designed to first identify a family's financial priorities that then guides them to secure their desired lifestyle . Clients can expect to build a rich relationship with Abraham that fosters honest, straight forward conversations built on his commitment to always act in their best interest.

Prior to Morgan Stanley, Abraham was a Staff Officer in the United States Army with multiple deployments to the Middle East in support of Operation Enduring Freedom and Operation Red Dawn. His drive to serve eventually lead to his discovery of a passion to help others realize their opportunities and potential. After several years of owning an Insurance and Financial Service Agency, Abraham found his way to Morgan Stanley and is thrilled to be on the very best Team with the very best Firm in the industry.

When not working you can find Abraham spending time with his wife and 3 teenagers, on the mat improving his Jiu Jitsu, grilling on his Big Green Egg, or supporting various charity organizations for Vets and the underserved in Milwaukee.

As a financial advisor at the Lighthouse Group at Morgan Stanley, Chris works with individuals and families to help them plan for a strong financial future. Chris believes the key to successful investment relationships is establishing trust and then working together to identify his clients’ financial goals. After this foundation has been built, Chris and the Lighthouse Group provide recommendations and work with clients to craft a comprehensive financial plan leveraging the full suite of investment products, market knowledge and experience that the Light House Group and Morgan Stanley provide.

With years of experience growing relationships, delivering personalized client service and providing strategic guidance, Chris has spent his career working closely with organizations across industries to solve their brand and business objectives. As a financial advisor, Chris uses this same skill set to listen to his clients and help them solve their financial goals and objectives. Before entering the financial services industry, Chris worked as an account director in the branding and advertising industry where he managed teams and client relationships. Chris has a degree in Political Science from Gordon College.

Chris lives in Elm Grove with his wife and three school-aged kids. He grew up an avid soccer player and enjoys watching and following the sport. He is also an avid Green Bay Packer fan. Outside of the sports world, Chris loves coffee, traveling and finding new restaurants to try. The most important thing to him in life is his wife and kids and he is blessed to be a husband and father.

Sue Ewers brings clients confidence by knowing administrative processes inside and out. She leverages systems and process to effectively help address client issues and needs in a timely and accurate manner    
Sue has long experience in the financial services industry. She joined Morgan Stanley in 2001, following a 10-year career at Bank of New York Clearing where she focused on providing efficient back office support for branches.  With more than 25 years of industry experience, Sue plays a vital role as the team's lead Portfolio Associate.  Her focus is on providing the highest quality client support through in-depth operational and administrative account maintenance on a day-to-day basis. 
Sue earned an undergraduate degree in finance. When she is not working, Sue enjoys bowling, reading and attending country music concerts.

Maggie works with us to maintain and improve our service levels and strategy offerings. In addition, she helps clients understand the usefulness and security offered by Morgan Stanley’s digital tools and how to implement them effectively to bring greater organization to their financial lives. In her free time, Maggie enjoys playing board and card games with her family, working a puzzle, or listening to a podcast or audiobook.