The Rose Street Group at Morgan Stanley

 A seasoned professional with more than 30 years of industry experience, Stephen provides customized advice and investment solutions to financially successful professionals, multigenerational families and business owners in Michigan and across the country. He is dedicated to helping his clients achieve their personal and professional financial goals, so they may attain the financial freedom to pursue their passions and enjoy the wealth they’ve created.
 
Growing up in New Jersey, Stephen knew at an early age he wanted to pursue a career in finance. He earned his B.A. in Financial Administration from Michigan State University and his M.B.A. at the University of Notre Dame, graduating Cum Laude. Stephen began his career in wealth management in 1994 at Smith Barney, a predecessor firm of Morgan Stanley, and has been a vital member of the firm ever since. In 2010, he was asked to expand his responsibilities, taking on the leadership role of Branch Manager for the firm’s Kalamazoo office. In this role, Stephen works closely with financial advisors, providing the skills, tools and resources to help them better serve their clients and grow their practices.
 
As a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and Senior Portfolio Management Director, Stephen takes pride in his ability to put complex investment strategies into action and effectively communicate these strategies to his clients. He works diligently to help simplify and demystify the investment and planning process by understanding his clients’ goals and values.  He enjoys helping his clients oversee and manage their finances, so they may enjoy the wealth they have created.
 
Stephen currently lives in Lawton with his wife, Tonya, and their dog Murphy. His son Jordan is a Financial Advisor and member of the Rose Street Group at Morgan Stanley. His daughter, Savina, is an attorney in private practice in Southwest Michigan.

Stephen serves on the Endowment and Audit Committee for the Kalamazoo Institute of Arts. He is also active in Kalamazoo Guys Who Give as well as several other civic and community supportive organizations.

In his free time, he enjoys hot yoga, wood working, and exercising his private pilot's license.

A results-driven Financial Advisor with 18 years of experience, Scott combines his deep knowledge of portfolio management with solid leadership skills and a disciplined, consultative and educational approach to help guide individuals, families and business leaders towards the achievement of their specific financial goals.

While attending the Grand Valley State University Scott worked as an intern at Morgan Stanley, an experience that inspired him to follow a career in financial services. Upon graduation he joined the firm as a Financial Advisor. With a commitment to education for himself and his clients, Scott has earned his Series 7 and 66 licenses, along with his insurance licenses of life, health, and long-term care. He has earned the designations of Senior Vice President and Senior Portfolio Management Director at Morgan Stanley. Scott received his Certified Investment Management Analyst, CIMA^®, certification from The Wharton Aresty Institute of Executive Education through the University of Pennsylvania. Scott has also completed Morgan Stanley’s “Family Wealth Director” program. This is an exclusive program that is available to an extremely select group of advisors that have demonstrated competence in providing ultra-high net worth clients with a wide range of family wealth management planning areas, including complex, multi-generational wealth transfer strategies, family dynamics, asset management, risk management, lending, philanthropy, and business succession planning, monetizing business ownership, and control and restricted securities for corporate executives.

Scott’s passion for helping clients achieve their goals is equaled only by his dedication to his community and his family. He currently serves on the board of the Western Michigan University Theatre Guild and coaches an intercity youth football team. Scott currently lives in Vicksburg with his wife, Lindy, and their two dogs, Gracie and Shadow. In his leisure time, he enjoys spending time with family and friends, playing guitar, and traveling.

A results-driven Financial Advisor, Rob enjoys working closely with individuals and families to provide highly personalized advice through a disciplined wealth management approach. He is dedicated to helping individuals and families achieve their financial goals, which often include planning for a successful retirement, financing a major acquisition and minimizing taxes through advanced asset management strategies.

A native of Traverse City, Rob grew up in a household dedicated to helping individuals achieve their financial goals. His father taught him first-hand the power of financial independence and inspired Rob to follow a profession that would help individuals gain the confidence and fortitude needed to accomplish this goal. Upon graduating from the University of Michigan, Rob joined his father at Smith Barney (which later became Morgan Stanley) to form The Tighe Group in 2005. The Tighe Group joined The Rose Street Group in 2021, forming a tightly-knit team of seasoned professionals committed to providing tailored advice and services.

Rob’s financial education – combined with the experience provided by his seasoned father – has enabled him to develop a practice that is well suited for the fast-paced global economy in which we live. Rob has gained extensive knowledge of the LifeView^® software technology, the tool he uses to help clients in the retirement planning process. Rob is also well versed in portfolio construction and investment selection. He earned the highly-respected designation of Certified Financial Planner™ (CFP) in 2008 and maintains his FINRA Series 7, 63 and 65 registrations.

Rob and his wife, Jackie, currently live in Kalamazoo, with their dog, Macy, and cat, Jinx. When he’s not assisting clients, Rob enjoys playing golf and spending time with family and friends.

A next generation advisor, Jordan seeks to deepen relationships with seniors and develop preservation strategies for the future owners of wealth. He enjoys working with successful families in identifying these goals and philanthropy objectives, while taking into account the complex needs of retirement and estate planning.

Jordan graduated from the University of Michigan and entered the mortgage banking industry. He joined Morgan Stanley in 2019 as part of the firm’s associate program and became a partner of the Rose Street Group in 2021. Jordan holds his Series 7 and 66 license, along with insurance licenses of life, accident, health, property and casualty, and variable annuities.

In his leisure time, Jordan enjoys being active in the community, cheering on the wolverines, and remodeling homes.

After multiple years of experience in the financial industry, Kristyn comes to the Rose Street Group with banking, merchandising, event planning and client relations experience. Kristyn is efficient in client outreach, online services and asset aggregation opportunities within the Morgan Stanley footprint.

Kristyn joined Morgan Stanley in 2018 after working with other financial institutions and came aboard at The Rose Street Group in 2019. Her many responsibilities include assisting in Morgan Stanley Online, Asset Aggregation, event planning, and The Goals Based Planning system. She assists Stephen and Scott in many daily activities to grow as an accomplished team here at Morgan Stanley. As a registered client service associate she holds a series 66 and 7 securities licenses.

Kristyn moved back to Kalamazoo in 2017 after completing her Masters Degree at DePaul University in Chicago. She enjoys skiing, biking, traveling and music.

Drawing on more than 20 years of industry experience, Michelle provides a wide range of services for The Rose Street Group. She assists the team in all aspects of the wealth management services they provide, and works directly with clients on a variety of administrative and operational issues. 

Michelle is highly adept at handling a broad range of responsibilities efficiently and effectively and provides white glove service to every client. Working with investors since she began her career in 1995 at First of America Securities, Michelle not only knows how to meet their specific needs, she knows how to anticipate them as well. Clients truly appreciate her guidance, knowledge and attention to detail. 

A B.B.A. graduate of Davenport College, Michelle is a firm believer in professional education. Over the years, she has achieved her Series 7, 9, 10, 63 and 65 FINRA registrations.
 
Michelle currently lives in Kalamazoo with her husband, Dennis, their son, Gavin, their rescue cat Shredder, and their pug Bohdi. In her free time, she enjoys movies, reading books and yoga. She also considers herself a foodie, and enjoys keeping up on all the news regarding nutrition and health.