The Pendleton Baumgartner Group at Morgan Stanley

My career in the financial service industry began in 1979. I am currently an Executive Director, Financial Advisor and Senior Portfolio Manager. Throughout my history in the industry, I’ve built a wealth management team highly focused on helping clients grow assets conservatively and consistently. We truly believe in providing an exceptional level of service for our clients and strive to be the best at everything we do for them.

I currently serve on the Board of Directors of Frankenmuth Mutual Insurance Company, the St. Lorenz Foundation, and the Frankenmuth Community Foundation. For twenty years, I served on the Frankenmuth Board of Education, thirteen of those as president. I served a four-year term as vice president and then president of St. Lorenz Lutheran Church. Previously, I have served as president and board member of the Frankenmuth Rotary Club, on the board of the Frankenmuth Chamber of Commerce, and the Saginaw Valley State University Board of Fellows.

I have been a Rotarian in Frankenmuth for over 36 years. My wife and I have hosted many international exchange students and visitors over the past thirty plus years. I enjoy reading, traveling, playing tennis and spending time with my four children and five grandchildren. Much of my free time is spent being a ‘superfan’ at my grandkids many sporting events and performances.

I began my career in financial services when I joined The Pendleton Group in 2007. Prior to that, I owned and ran a marketing and advertising agency employing 14 people. I graduated from the University of Michigan in 1988 with a bachelor’s degree and an MBA from the University of Michigan’s Ross School of Business in 1993. As a Financial Advisor, I have a passion for helping people and creating lasting relationships built on friendship and respect.

I am a proud husband, father of four and strong Christian. We moved back to Frankenmuth in 2009 after 25 years in Ann Arbor, and we attend St. Lorenz Lutheran Church. We volunteer in a number of roles both in the Church and the community. My wife and I have a heart for serving people in need, especially children.

When did you first start earning money, and how did it happen? For me, it began around the age of eight, hoeing weeds out of soybean fields during the summers on our family farm. The sun was relentless, the rows seemed endless, and the work required steady patience—removing stubborn weeds while taking care not to damage the crop. To pass the time, I listened to my favorite music on a cassette player, later upgraded to a portable CD player—with anti-skip protection, no less. While I could have complained about persistent deer flies or the fact that my friends didn’t have to work, those long summer days marked the beginning of a journey that ultimately led me to my career as a financial advisor.

Each week, my siblings and I were paid for our work, and without delay, our father would schedule a trip to the bank—passbooks in hand. He taught us how to read our account balances and made a game of guessing how much interest we had earned since our last deposit. We proudly handed our hard-earned cash to the teller, who would process the deposit and place our passbooks into a printer that revealed our updated balance and newly earned interest—the highlight of the outing. It was a fun, exciting ritual, reinforced by a simple but powerful lesson: the only way to earn “free” money is by saving it. Repeated over the years, that experience gave me a deep, practical understanding of saving and compound growth. In fact, saving was so ingrained in me that I didn’t realize I could withdraw money from my account until I was in high school.

During high school, I worked at a local credit union to gain real-world experience. It was there that my career path became clear. With a strong sense of purpose and alignment with my personal interests, I focused my college education and professional certifications on learning how to grow wealth—and, ultimately, how to help others do the same.

I was incredibly honored to receive the Makers Award from Morgan Stanley, which recognizes women who are driving change, breaking barriers, and making a lasting impact. Being part of a community that celebrates leadership, advocacy, and inclusion is deeply meaningful to me. This recognition reflects not only my personal journey, but also the support, collaboration, and inspiration I’ve found in those around me.

Today, I have the privilege of working alongside clients, families, and businesses to help grow and preserve their wealth. Together, my team and I have built—and continue to grow—a successful practice grounded in dedication, respect, and genuine care for the people we serve each day.

I began my career in financial services when I joined The Pendleton Group in 2012. Prior to joining the team, I worked for one of the nation’s largest transportation providers for 10 years. As a financial advisor, I take great pride in caring for my clients by providing excellent service and building meaningful relationships. I graduated from Michigan State University in 2002.

My wife and I live in the Grand Rapids area where we attend Ada Bible Church and I volunteer with the West Michigan Spartans. I enjoy spending my spare time with family and friends, along with sporting clays, golfing and woodworking.

In June of 2020, in the heart of a pandemic, I began my career in the wealth management industry. Joining the Pendleton Baumgartner Group at Morgan Stanley as a Financial Advisor was one of the best decisions I have ever made. I feel so blessed to be in the position to positively impact our client’s lives. I have found my niche in financial planning and pride myself on relationship development and providing superior service to our clients.

I love seeing all the details of a financial plan come together and one of my greatest joys is serving as a guide for some of the most important decisions in our client’s lives. Not only am I a member of a family-oriented team with faith at the forefront, but I am also surrounded by strong, caring, and successful team members. This has paved the way for my teammates and me to continue to grow a successful financial practice.

When I am not meeting with clients, you will find me as an unofficial Uber driver for my three children. I may also be at the soccer fields or in the gym, watching my kids play soccer, basketball and volleyball and living their best lives. My husband and I attend St. Lorenz Lutheran Church with our family. In my free time, I serve as the secretary of our local travel soccer club, coach my daughter’s travel soccer team and occasionally get to sneak in a few minutes to read or go for a run.

I began my career with the Pendleton Baumgartner Group after graduating from Saginaw Valley State University in 2021 with a BBA in Finance. Throughout my time at Saginaw Valley, I was a graduate of the Garber Business Edge Leadership program and interned with Northwestern Mutual for eight months. I am now a Financial Advisor with the team, eager to provide the best possible service to our clients.

I am a member of Frankenmuth Bible Church and play the keyboard on a weekly basis. Outside of the office I enjoy golfing, hiking, woodworking, and many other outdoor activities with my chocolate lab, Gus.

After graduating from Davenport University with my bachelor’s degree in 2010, I immediately began working in the financial services industry with The Pendleton Baumgartner Group. I am a Registered Associate that handles administrative aspects of our business and provides value added services for our clients.

My husband and I live in Holly with our three children. We attend The River Church – Holly, where I volunteer with the Awana program. I have previously served as Deaconess and on the Future Facility Planning Financial Committee of South Baptist Church. I also volunteer for Foster Love: Genesee County as a childcare provider during their parent support nights.

I graduated from Northwood University in 2013 with a Bachelor’s degree in Business Administration. I have over 15 years of banking and lending experience having worked at Chemical Bank, Mercantile Bank and Dow Chemical Credit Union. I began working for Morgan Stanley in September 2014, became a registered associate in August 2017, in January 2019 became a Portfolio Associate and in July 2022 was promoted to Wealth Management Associate. As a Wealth Management Associate my primary focus is providing first-class service to our clients and administrative support for the Pendleton Baumgartner Group.

I live in Sterling with my husband, Jeff, and our three children, Taylor, Makayla and Donovan. Outside of work I am a mom taxi and support my kids in their many extracurricular school activities including cheer, swim, basketball, volleyball and softball. When we are not in the stands cheering on the kids we enjoy cheering for our local hockey team, the Saginaw Spirit, and baseball team, the Great Lakes Loons. We spend a lot of time outside working in the yard and playing and love to spend time with our families.

In 2018, I began my career in the financial services industry. Driven by a strong personal passion for helping individuals and families pursue their financial goals, I joined the Pendleton Baumgartner Group at Morgan Stanley as a Client Service Analyst in June 2025.
My interest in finance began with a personal journey—my husband and I became debt free by following a family financial guidance program. That experience sparked a deep desire to support others on their financial paths, and today I take pride in being a reliable, thoughtful partner in our clients’ financial lives.

Born and raised in Saginaw, I currently live in Grand Blanc with my husband, Kyle (a Frankenmuth native), and our two children, Lindsey and Jack. Outside of work, I enjoy spending time with family and friends, taking the pontoon out on the water, fishing, camping, heading up north, and cheering on the kids at their sporting events. Faith and family are central to my life, and I feel blessed to be part of a team that shares those values and is deeply committed to prioritizing our clients’ best interests.