The Pier North Group at Morgan Stanley

I help individuals and multi-generational families who are committed to enjoying their retirement years. In today’s increasingly complex investment environment, I provide clients with clear, straightforward financial advice to help build and maintain financial security.

I hold both a B.A. and M.A. in Psychology from Cleveland State University. Before joining Morgan Stanley, I spent 15 years in the software industry, working at Microsoft in Redmond, WA, and Rockwell Automation in Mayfield Heights, OH. My background in Psychology and extensive on-the-job training have honed my ability to listen deeply and understand clients’ unique life experiences.

Partnering with Chris Riemenschneider, a fellow Financial Advisor with 39 years of experience, and Kirsten Purtell, a Senior Registered Client Associate with 31 years of experience, we collaborate to implement solid wealth management practices with long-term diversified strategies for our clients.

A native Clevelander, I returned home after Microsoft and now reside in Valley City with my wife, Darlean, and our children, Connor and Devynne. Growing up, I was an avid participant in the Boy Scouts of America and achieved Eagle Scout status. This experience instilled in me the importance of goal setting and collaboration with others. I still love and respect the outdoors and work to pass on the traditions I have learned to my family. But most of the time I am the one that gets stuck cleaning up the campsite!

With more than 35 years of experience in the financial services industry, Chris is a professional Financial Advisor dedicated to helping his clients meet their financial goals. He takes the time to understand each clients’ goals and risk tolerance and then designs a portfolio that balances growth, income and risk. Through clear and frequent communication, Chris works with every client to help keep the portfolio on track toward specific objectives through active portfolio management (specifically small and large-cap value). He began his career with Prescott, Ball and Turben in 1987 and in 2019 joined Morgan Stanley to take advantage of the breadth of resources available to his clients.

A lifelong native of Northeast Ohio, Chris earned a bachelor’s degree in business administration from Baldwin Wallace College in Berea, Ohio. When away from the office, Chris enjoys boating, fishing, playing music and renovating homes in his community.

With over 27 years of experience in the financial services industry, Kirsten prides herself on providing the highest level of service for each client. She began her career at Kemper Securities, a predecessor firm of Wells Fargo Advisors, and in 2019 joined Morgan Stanley with Chris Riemenschneider to leverage the breadth of resources available at the firm. Kirsten’s areas of focus include exceptional client service, problem solving, administrative duties and helping clients through life events. She is a Senior Registered Associate with the firm and currently holds her Series 7, 63 and 65 licenses and has earned several awards in her career: 10 years of Service of Distinction and Employee of the Year in 2019.

Born and raised in Missouri, Kirsten currently resides in Avon, OH and has one daughter, Amanda, and four grandchildren, Kendra, Caleb, Kinsley and Cole. She currently supports and volunteers for Cleveland Kids Book Bank which delivers donated books to teachers and community organizations of under privileged communities to encourage learning and bonding between children and parents. Outside of work, Kirsten enjoys horticulture, cooking and spending time with family.