The New Salt Group at Morgan Stanley

Travis has been helping financially successful individuals, families and business leaders address their specific goals and circumstances since joining the firm in 2000. Responsible for helping shape the strategic vision of The New Salt Group, he combines his deep knowledge of the financial markets with skillful communication to deliver exceptional service. He counsels clients in the areas of investment management, asset protection and liability management, and also has significant experience in business succession planning and corporate retirement plans. 

Travis graduated in the top 10% of his class from the University of Washington, where he earned his B.B.A. degree, with an emphasis on Finance. While earning his degree, he worked more than 60 hours a week as a lead manager of a 15-person crew at a nearby aerospace company. Upon graduation, he joined Morgan Stanley.

Travis knows about the characteristics that make up a good financial advisor: he started his career just as the Tech bubble burst in March, 2000; and he completed his final training class at the firm’s offices at the World Trade Center, four days before September 11, 2001. Forever engrained in his DNA as an advisor are qualities like discipline, perseverance and the necessity of having a good plan. He focuses on providing his clients with advice that gives lasting value, which is why he has continued his professional development over the years, earning his CERTIFIED FINANCIAL PLANNERTM (CFP^®) designation in 2004 and his Chartered Retirement Plan SpecialistSM (CRPS) designation in 2015.

Travis’s pride and joy are his family and friends. His wife Natasha, who is also a graduate of the University of Washington, is home with their two children, Savanah and Gavin. Rain or shine, they all love the outdoors and adventure; Travis reached one of his personal goals by summiting Mt. Rainier three times. Their other passion is travel and exploring new places as a family.

A seasoned professional with 20 years of experience, Traci has dedicated her entire career to helping individuals, families and businesses address their specific financial challenges. She is committed to long-term relationships and endeavors to deliver objective advice and a warm, thoughtful approach. She listens carefully to her clients’ values and concerns, and works intently to help them achieve their financial objectives. Her primary responsibilities include analyzing corporate retirement plan solutions and overseeing the team’s client engagement process.

Traci joined Smith Barney, a predecessor firm of Morgan Stanley, in 1997 and has been a vital member of the firm ever since. Graduating with Distinction from Old Dominion University, Traci is a life-long learner and continuously strives to hone her skills for the benefit of herself and her clients. She holds a Morgan Stanley Financial Planning Specialist designation, and earned her Chartered Retirement Plan SpecialistSM (CRPS^®) designation from the College of Financial Planning in 2016. Traci takes pride in helping her clients effectively manage their financial options, so they may take care of the people they love, spend more time pursuing the activities they enjoy, and support the causes that are most important to them.

Her passion for helping clients achieve their goals is equaled only by her dedication to her family and community. She has served on the finance committee of her school district, and over the past 10 years has been the treasurer for various parents’ groups at her children’s schools.

Born in California, Traci grew up in Texas and now lives on the Kitsap Peninsula with her husband, Brian, a mechanical engineer, and their three daughters, Witlie, Stella and Veronica. In her free time, Traci enjoys cooking with her husband, kayaking on Dyes Inlet, and cheering on her girls in a variety of sports games, and on stage in plays and bands.

An outcome-driven Financial Advisor, Mat provides uniquely tailored advice to corporate executives, business owners, and people that want to retire with anticipation instead of apprehension. His comprehensive approach includes a thorough planning process and a commitment to providing outstanding service and advice. 

Prior to joining The New Salt Group, Mat spent two years at the London Stock Exchange and 10 years with the Frank Russell Investment Company managing the day-to-day relationships of some of their largest institutional clients. In recent years, he was a senior research analyst, responsible for developing new products, client content and specialized knowledge to support the firm’s service teams. He joined Morgan Stanley in 2017 for the opportunity to share his institutional knowledge with success-minded individuals and their families while fostering personal relationships with his clients.

Mat is the epitome of a lifelong learner. He earned his B.A. in Psychology from Western Washington University in 2001, a second B.A. in Finance with honors from the University of Washington in 2007 and his M.B.A. from Middlesex University in London in 2017. Over the years, he has authored a large body of financial research that has been featured in such publications as The Wall Street Journal, Barron’s and The Financial Times.

Mat takes great pride in his ability to take complex financial concepts and communicate them to clients in plain language so they can be confident in the plan that’s been crafted. All too often, misunderstanding and fear drives financial decisions, becoming major reasons why many financial plans fail – or worse, aren’t considered at all. Mat helps clients get beyond the noise to stay focused on their plans, goals and dreams.

Originally from Southern California, Mat proudly calls Tacoma his home with his wife, Lindsey, and their four children, Carter, Eli, Sawyer and Beau. He volunteers as a coach for youth soccer, basketball and baseball and is a fundraiser at his children’s school. Favorite leisure activities include biking, yoga and studying American history.

As a Senior Client Service Associate, Carrie is a central point of contact on a broad array of client specific services.  Carrie's knowledge of people and processes make her highly adept at answering client questions efficiently.  She not only knows how to help meet each client's specific needs, she knows how to anticipate them as well.  Her patience, tenure, and passion for excellent service help provide clients with confidence and clarity.

 Carrie began her career in financial services in 2008 in Morgan Stanley's operations department, where she showed great interest in learning and developing her knowledge and enhancing her already-excellent client service skills. She joined The New Salt Group in 2011 and has been an integral member of the team ever since. Carrie has passed the  Series 7 exam.  She is able to handle  a variety of requests for clients, including asset transfers and  various details of account  maintenance, including multi-generational concerns.

Carrie was raised in Silverdale, where she still resides with her two teenage sons, Liam and Gavin. While she enjoys traveling, she now spends most of her free time at different sporting venues, cheering on her kids who play multiple sports. Carrie finds both pleasure and inspiration in watching her sons excel at school, sports and growing in life.