The Riverstone Group at Morgan Stanley

My experience, knowledge and disciplined planning process enable me to help our clients navigate the complexities of their financial lives, particularly in the area of estate and legacy planning strategies. Recognizing that each family has unique goals and challenges, I tailor my advice and financial planning to their specific needs. By sharing their vision, I can better help them achieve their wealth planning goals while seeking to manage their overall risk.
Over a career dating back to 1982, my experience includes assisting a bank trust department in developing a financial planning service for their affluent clients, advising my own clients, and serving as a branch manager for a major firm.
With a B.S. in Business Administration from Seattle Pacific University, I have been a CERTIFIED FINANCIAL PLANNER™ professional since 1991. Since moving to Morgan Stanley in 2009, I earned their Senior Portfolio Management Director and Family Wealth Advisor designations.
Having grown up on a farm in Madras, Oregon, children and family are important to me. I have been involved with the Open Arms Home for Children Orphanage in South Africa since its founding in 2006, serving on its Board of Directors and visiting the facility and the children who live there.
Married since 1985, Cheryl and I have been blessed with 3 children and three grandchildren. I enjoy the great outdoors of Idaho and especially love time spent hunting, fishing, mountaineering, cycling, golfing and running.

I focus on translating complex financial issues into understandable concepts and creating action plans that seek to help our clients achieve their individual goals. I have always been passionate about helping clients grow, manage, preserve and transfer their wealth in a meaningful way. I particularly enjoy developing long-term relationships with them, focusing on retirement planning strategies that potentially include social security and long term care insurance.

After earning my B.S. from California Polytechnic State University, I worked in the agricultural field and assisted with veterinary research. In 1987, I began my career in financial services with U.S. Bank because I wanted to help others successfully manage their financial futures. Jeff and I started working together in 1996 and later founded The Riverstone Group at Morgan Stanley. We felt that as a team of professionals we could provide our clients with a more personalized and holistic approach to family wealth management.

I have appreciated the opportunity to serve on the board of Valor Health in Emmett Idaho since 2008. Having grown up on a cattle ranch, I continue to raise Angus cattle with my husband Steve. We have three grown children and love being grandparents. I also enjoy fishing, golfing and cruising with Steve in our classic pickup.

Disclosures:

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Since life insurance and long term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy. You should consult with your own tax advisors regarding your potential tax liability on surrenders. "

My combined experience in prior roles as a Wealth Advisor Associate and Portfolio Management Associate provide a distinct perspective needed to help our clients grow, preserve and transfer their wealth with intention. My desire to develop a deep understanding of each client’s financial picture, future goals, and what concerns may keep them up at night, helps me to create a personalized plan with them. By tailoring investment solutions to help clients achieve their goals and alleviate their fears, I work with them to implement a strategy and help keep them on track through continuous monitoring of their progress while making any necessary changes along the way. Our team works closely with your CPA and attorney to ensure all your plans align. We work together to craft a tailored experience for each client.

I grew up in Sacramento, California, and graduated from Boise State University with a Bachelor of Business Administration degree. While at Boise State, I worked with the football team and enjoyed being part of such a successful program. I returned to Morgan Stanley in 2018 to join The Riverstone Group after spending 3 years with the Cleveland Browns scouting department.

In my free time I enjoy spending quality time with my wife Jordan and our son Bryce. I also enjoy a broad range of outdoor activities, especially hiking, golfing, fishing and skiing.

I help our clients organize their financial and estate planning information and then assist Jeff and Judy as they prepare for their planning and review meetings. I also organize our team's client events, create custom marketing materials and manage our social media outlets. My strong organizing skills keep our team focused and on task.

Committed to achieving continued professional development, I love drawing upon my knowledge and understanding so I can provide our clients with the very best experience.

My career in financial services began in Seattle in 1999. In 2004, my husband Chad and I decided to relocate to Boise to enjoy the lifestyle and family-friendly environment. Shortly after arriving here, I joined Jeff and Judy’s team at Piper Jaffray, moving with them to Morgan Stanley in 2009.

My free time is spent with my husband, Chad, our children Susannah and Oliver, our dog and pet rabbit. I am a troop leader for Girl Scouts and volunteer for my son’s lacrosse team. A North Dakota native, I enjoy recreating Scandinavian treats from my childhood, as well as gardening, paddle boarding, hiking, and most of all, spending time with my family.

My role as a client service associate gives me the opportunity to enhance new and existing relationships by providing an individualized client experience. The years of experience I gained in customer service and playing sports have helped me grow my skills in collaboration, being detail-oriented and organized, and communication. From account maintenance to addressing client inquiries, I’m dedicated to assisting our team in providing exception service and helping our clients reach their financial goals.

Prior to joining Morgan Stanley in 2021, I lived in my hometown of Coeur d’ Alene. I attended The University of Idaho in Moscow and graduated with a bachelor’s degree in both Finance and Business Economics. Outside of work, I enjoy spending my free time being active, outdoors, and with my closest friend and family. Some of my favorite activities include playing gold, basketball, skiing, and being on the water.

As a new member of the Riverstone Group, I am excited to contribute to the team’s success by supporting client relationships, account management, and market analysis. Prior to joining Morgan Stanley in 2023, I gained valuable experience working at Micron Technology and held various roles over a nine-year tenure with the Boise State University and Auburn University football programs. These experiences have honed my leadership, communication, and strategic thinking skills. I hold a bachelor’s degree in Communication and a Master’s degree in Athletic Leadership, both from Boise State University.

In addition to my professional work, I serve on the Board of Directors for The Northwest Showdown, a Boise-based non-profit organization dedicated to providing competitive opportunities for high school football teams across the Pacific Northwest. Originally from Monmouth, Oregon, I have called Boise home for the past 12 years. Outside of work, I enjoy golfing and spending quality time with my wife, Megan, and our dog, Haze.