The United Legacy Group at Morgan Stanley

Kurt Koehler is a Senior Vice President, Portfolio Management Director, and Financial Advisor. He strives to build, manage, help preserve and transition wealth by creating financial strategies that are both personalized and tailored to help address each client’s needs and goals.

Kurt Koehler has been helping clients achieve their financial goals for more than 31 years. Committed to expanding his investment knowledge and planning skills, Kurt has earned degrees in Accounting and Finance, and a Master’s in Financial Services. He has numerous advanced industry designations, such as the CFP^®, ChFC^®, FWA (Family Wealth Advisor), CIMA^®, and Advanced Certified Analyst designation. The CERTIFIED FINANCIAL PLANNER™ designation demonstrates knowledge and the ability to develop specific strategies covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. The Certified Investment Management Analyst^® (CIMA^®) designation demonstrates the completion of a rigorous process reflecting a high level of competency, professionalism and investment experience focusing on asset allocation, ethics, due diligence, risk management, investment policy review and performance measurement. Kurt provides a high level of service to each of his clients, and his depth of experience enables him to share important investment and planning insight that helps his clients to navigate varied and unpredictable investment environments.

Kurt serves professionals and business owners who seek to preserve and grow their wealth with customized, forward-looking guidance. His wealth management process focuses on helping clients address the unique financial risks and opportunities they face as professionals and business owners. Kurt looks beyond traditional strategies and strives to uncover innovative tactics to support clients’ long-term asset-preservation and tax-deferral needs.

Kurt has been married to his wife, Lisa, for over 29 years and has been blessed with 3 boys. He enjoys spending his time outside of work with his family. He enjoys road biking, MMA, Olympic weightlifting, skiing, and paddle boarding with his dog Bailey.

Mary Lessuise offers clients an opportunity to maximize their wealth by working with them to build financial goals and implementing a plan to help achieve them.

Mary has been a Financial Advisor with Morgan since 2011 and, prior to that, garnered more than 30 years of wealth management experience working with the Private Banking clients within M&I Bank.  She has a deep understanding of the banking and brokerage industry, and she is skilled in assisting clients with defining financial goals, solving problems and pursuing a comprehensive and strategic financial plan. 

Mary’s knowledge and experience lies in utilizing comprehensive financial planning strategies and building strong long-term relationships.  Her practice focuses primarily on affluent individuals, such as specialty doctors, athletes and business owners, with unique and often complex financial needs.  These clients have been successful at earning wealth, but may not have the time to focus on organizing and planning their wealth.  To that end, Mary seeks to help maximize the potential of the wealth her clients have earned.  Her core strengths of cultivating relationships based on trust, using integrated strategies and providing personal service strives to offer clients a high degree of confidence.

Mary and her husband have a beautiful family and six precious grandchildren.  When she is not working, she spends her time enjoying her life and family, as she encourages most of her clients to do.  In the summer, she and her husband particularly enjoy exploring the world through travel and taking family and friends boating.

Corey has been with Morgan Stanley and its predecessor firms since 2007. Corey is a graduate of the University of Minnesota-Twin Cities and has earned the CFP^® (CERTIFIED FINANCIAL PLANNER™) designation and CRPS^® (Chartered Retirement Plans Specialist) designation from the College for Financial Planning in Denver, Colorado. Corey also holds the QPFC^® designation (Qualified Plan Financial Consultant) from the National Association of Plan Advisors (NAPA).

With a focus on serving our Corporate Retirement Plan business and business owner clients, Corey has attained the recognition as a Corporate Retirement Director as well as Financial Wellness Director through Morgan Stanley. As a Corporate Retirement Director, Corey focuses on helping plan fiduciaries navigate the complex maze of ERISA rules by building investment and education strategies designed around their needs. Corey works with plan participants and their families to improve their financial wellness and guide them on overall asset allocation and financial planning strategies to help meet their goals. Corey serves his individual clients with a focus on providing holistic financial planning guidance that helps drive their overall asset allocation and risk management strategies.

Corey is active in his local community and state-wide. Locally, Corey serves on his Parish (Our Lady of Lourdes) Parish Finance Council and Site-Advisory Committee (School Board). Previously he has also served on their Pastoral Council Board as well as the Religious Education committee and as a confirmation catechist. He is an active member of the Abbot Pennings Knights of Columbus Council 3955 in DePere having served in various leadership roles and chairing council fundraisers and program events. He has served in the Knights of Columbus state leadership in roles ranging from District Deputy to State Officer roles as State Warden and State Advocate. From 2020-2022, Corey served as the State Deputy for the Wisconsin Knights of Columbus Council. Corey was the youngest State Deputy to serve in the 120+ year history of the Knights of Columbus in Wisconsin. Presently, since 2022, Corey is serving as the State Membership Director and helping lead their charge for the Coats for Kids program, in which they give out over $100,000 worth of coats across Wisconsin. In back to back years, as State Deputy and State Membership Director in the years 2021-2023 Fraternal Years, Corey helped Wisconsin achieve the distinguished ‘Circle of Honor’ recognition from Supreme, one of the highest honors a State can achieve.

Corey and his wife Lindsey reside in Green Bay with their pug, Beckham. When away from the office, they both are actively involved in their Parish and Community, as since 2022 they have served as catechists for the Green Bay area Special Needs Religious Education program. Outside of work and volunteering their time, they enjoy traveling, gardening and attending various sporting events in and out of State.

As a lifelong Wisconsin resident and a Financial Advisor with over 35 years of experience, Joe has developed a strong commitment to the area. Through his years of experience, Joe found his passion for working with families and businesses to help develop and achieve their financial goals. By getting to know his clients and understanding their concerns, Joe takes pride in the long-term relationships that have been built.

Joe formed the Miller Thern Group at Morgan Stanley in 1998 along with his partner Financial Advisor Leigh Thern with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since formed with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.

Joe graduated from Marquette University with a Bachelor of Science degree in Finance. Living in Appleton, WI, Joe, along with his wife Kris, enjoys golf, skiing, and spending time with the grandchildren.

With over 30 years of experience in the financial services industry, and over 20 years as a Financial Advisor at Morgan Stanley, Leigh offers clients an opportunity to help maximize their wealth by working with them to build financial goals and implementing a plan to help achieve them. For Leigh, getting to know her clients and helping them along the way is the best part of being a Financial Advisor.

Leigh formed the Miller Thern Group in 1998, along with her partner Financial Advisor Joe Miller, with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since merged with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.

Leigh attended Fox Valley Technical College and NE Wisconsin Technical College. She enjoys living the country life, which allows her to have a huge vegetable and flower garden. Leigh is married to Victor and they have 4 grown children and 4 grandchildren. Leigh and her husband like to travel and spend time with their growing family. They also find time to support various charities they are passionate about.

Chad Klaubauf is a Financial Advisor that has been with Morgan Stanley since 2002.  Chad's focus is on financial planning for successful families.  He works closely with his clients to understand their complete financial picture and then creating a comprehensive plan to help meet their goals. 

Chad holds a Bachelor's degree in Business Administration with an emphasis in Finance and a minor in Economics from the University of Wisconsin - Green Bay.  He has been designated a Certified Financial PlannerTM (CFPÒ) by the Certified Financial Planner Board of Standards.  In addition, Chad holds Series 7, 31, 66 registrations and Insurance Licenses.

Chad is active in the community and has worked as a volunteer for Urban Hope and Paul's Pantry.  He also spends time coaching and refereeing youth sports.

Bobbi VanEperen is a Financial Advisor with The Klaubauf/VanEperen Group at Morgan Stanley.  She has worked with Morgan Stanley since 2003 when she began her career as a Client Service Associate, transitioning to the role of Financial Advisor in June 2015.  Her focus is helping her clients achieve their financial goals while striving to provide sound advice and exceptional service.  Bobbi holds Series 7, 66, and 31 registrations and Insurance licenses. 

Bobbi is a graduate of St. Norbert College in  De Pere, WI and holds a Bachelor's degree in Business Administration with an emphasis in Finance.

Kevin is a graduate of UWGB with a Bachelor of Science degree in Economics. Kevin has been a Financial Advisor for 25+ years. During that time, he has achieved designations of CFP^®, ChFC^® and CLU^®.

Kevin focuses in retirement planning and risk management. The goal is to personalize each plan with a proper allocation before and after retirement by following market conditions. Proper implementation also includes estate planning strategies, insurance planning and distribution planning.

Kevin is happily married with no children. He is a recently ordained minister. He enjoys spending time with friends and family as well as a spirited game of pickleball.

As a financial advisor, Matt takes a goals-oriented approach to his client’s financial planning process to preserve and grow their wealth. Matt’s unique life and work experiences have provided him with a strong foundation to relate to his clients on a personal level and analyze his client’s holistic financial picture. With his role at the United Legacy Group, Matt enjoys being able to bring the wide range of technologies and capabilities that Morgan Stanley has to offer to the table for new and existing clients.

Prior to joining the United Legacy Group at Morgan Stanley , Matt lived and traveled through Europe while working for an international Big 4 Accounting firm in Brussels, Belgium. In this prior role he assisted international corporations, investment partnerships, and family offices with tax planning strategies and compliance.

Matt graduated from Edgewood College with a BS in Finance and was a member of the Delta Mu Delta business honor society. Matt went on to earn a Master in Professional Accounting from the University of Texas at Austin McComb’s School of Business. Matt is Series 7 and 66 licensed.

Matt grew up in Monroe, Wisconsin and currently resides in Menasha. Matt enjoys spending time with his friends and family bowhunting, fishing, and spending time at his family’s cottage in Northern Wisconsin.

Kathy Noll enhances the client experience by building professional and personal relationships and providing strong client service.

Kathy has been in the financial services industry since 1992, having joined Morgan Stanley in 2018. She holds her Series 7, 63 and 65 licenses and also her Life and Health insurance license. Together with the other members of the team, she works to provide clients with the tools and resources they need to manage their financial lives more efficiently. Kathy is dedicated to solving client requests, addressing service needs and ensuring the client experience is seamless. She has cultivated a strong understanding of client needs and possesses a breadth and depth of knowledge that seeks to provide a first-class experience for clients. She believes clients appreciate her attention to detail and follow-up skills, as well as her ability to listen to each client’s concerns and to help find the best solution for all.

Kathy was born and raised in Luxemburg and has lived and worked in the area her whole life, currently, she resides in Green Bay. She enjoys walking, snowmobiling, traveling to the cabin in Tomahawk and spending time with her many family and friends!

Angela is a Senior Registered Associate and has been with Morgan Stanley since July 2019. Angela has over 25 years of experience in the financial services industry. Since 1997, Angela has held various roles such as a trader in an operations capacity and as a Branch Administrator. Most of her years have been spent as a client relationship associated. Angela holds the Series 7 and 66 licenses.

Angela enjoys her day-to-day interactions with clients. Through her client interactions she has also developed strong relationships and friendships. Angela addresses any services needs or issues that may come up as efficiently as possible, ensuring each client experience is a positive one.

Angela and her husband Jeff reside in Appleton and have been married for 34 years. Outside of the office, they enjoy spending time with family and friends. They have 3 daughters, 2 sons-in-law and 4 grand kids. They are avid Packer fans and enjoy going to Lambeau every Fall.

Leeann moved from California to Appleton back in 2012. She started her career in retail banking with Wells Fargo as a Lead Teller. That experience reaffirmed her passion for helping clients and building strong relationships. To best describe herself, Leeann mentioned that she is an adventurous person with a kind spirit and enjoys making people laugh.

In 2017, Leeann had an opportunity to work at Edward Jones as a Branch Office Administrator, introducing her to the investment world. There, she grew deeper relationships and served clients on a much larger scale than before. One part of her job that she loves the most is doing what’s in the best interest of clients and making a difference in their lives. She had always aspired to be a member of Morgan Stanley, and in December 2023 her dream became a reality when she joined the United Legacy Group.

Aside from her career, she has a 4-year-old daughter named Chloe, who keeps her very busy, and is married to her husband Tyler. She loves being a mom more than anything, but she also loves the outdoors. When time allows, she enjoys being in the boat fishing or just cruising along the river.