The Linzmeier Pitcher Group at Morgan Stanley

Greg is an Orange County native and graduated from California State University, Fullerton in 1995 with a B.A. in Business Administration. He supplemented that education with numerous courses in economics and financial planning at University of California, Irvine, ultimately earning a Personal Financial Planning certification.
In 2003, Greg’s love of the financial markets and wealth planning drove him through the rigorous process of becoming a CERTIFIED FINANCIAL PLANNERTM. To stay up to date on all news, legislative activity and industry trends, he is a proud member of the Financial Planning Association. His hard work and dedication have been rewarded by Morgan Stanley, where he has achieved Blue Chip Council Member status and a title of Vice President.
In his spare time, Greg really enjoys mountain biking, golfing and spending time with his three boys. He is an active volunteer in his children’s activities, ranging from coaching baseball and soccer to reading in their classrooms. Him and his wife Helen married in the fall of 2009. She is his most valuable asset.

Paul joined Morgan Stanley and the Linzmeier Group in 2010.  Prior to joining the firm he spent 20 years in the consulting industry.  His clients were Fortune 100 companies in the consumer products space.  Paul would guide client organizations to enhance customer satisfaction and loyalty by not only providing a quality product/service but by exceeding customer expectations with care and service. 

That focus on quality customer service and satisfaction is what Paul brings to the clients of the Linzmeier Group.  He works with individuals, families and business owners.   Paul understands that our clients work hard to build wealth in pursuit of a meaningful life for themselves and their families.  He is committed to work just as hard on their behalf — leveraging his, the team’s and the firm’s experience, insights and skills to help clients achieve their unique goals for their wealth. 

Paul received his BS in Political Science from the University of California at Irvine.  He also has a Master of Business Administration with an emphasis in Finance, also from the University of California at Irvine.  He holds the following financial and industry related licenses: General Securities Representative Examination (Series 7), The Uniform Combined State Law Examination (Series 66), California Insurance License and the Nationwide Multistate Licensing System & Registry (NMLS).

Community is important to Paul as he is active in his children’s schools and in his church.  Paul and his wife have two children and call south Orange County home.

CA Insurance License # OK44700

Brian Linzmeier, CFA^®, joined Morgan Stanley in 2009. He is responsible for asset allocation, portfolio implementation, financial analysis and reporting, and client relations. Brian received his BA in History from Loyola Marymount University and his Masters of Business Administration from Hult International Business school, where he studied in England and China. He is an Eagle Scout

Leandro (Leo) Tsai is a Financial Advisor and a member of the Linzmeier Pitcher Group based in Morgan Stanley’s Irvine, CA office. He provides comprehensive services in financial, retirement and estate planning as well as investment, insurance, tax, and employee benefit strategies.

Prior to joining Morgan Stanley, Leo served as a Licensed Personal Financial Representative in the banking industry. Born in Brazil to parents of Taiwanese descent, he immigrated to the United States at a young age. He values the importance of financial security and serving the community at large. Leo’s strong work ethic and commitment to wealth management has positioned him as a trusted colleague and skilled advisor.

Leo earned a BA in Economics from the University of California at San Diego. He also holds the Certified Financial Planner™ (CFP) designation of which only 17% of all financial advisors in the industry can claim the CFP distinction. He also holds Series 7, 6, 63 and 66 securities registrations, and is fluent in Spanish and Portuguese.

Leo, along with his wife and children have resided in Orange County, since 2006. His personal life revolves around family, traveling, sports, cooking and spending time with friends.

Bobby holds a BS in Business from City University, Bellevue, WA.  He had several years of experience in the Pulp and Paper Industry before joining the Financial Services Industry in 2003.  He is Licensed with a Series 7, 66.   His outside interests include: fly fishing, golf & hockey.