The Round Barn Group at Morgan Stanley

Gregory has over 20 years of experience in the Financial Services Industry focusing on Advanced Planning and Portfolio Management. He is dedicated to helping successful individuals, business owners, and multi-generational families achieve their financial goals while also making a positive impact on their communities.

Gregory’s journey in the financial industry began after graduating from Sonoma State University. He started his career in 2001 and joined Morgan Stanley in 2004. His commitment to excellence has earned him a stellar reputation, and in recognition of his achievements, he was named one of North Bay Business Journal’s 40 under 40 in 2011. Gregory continued to enhance his experience by becoming a Certified Financial Planner™ in 2012 and a Family Wealth Advisor in 2013. His dedication has been further recognized with the titles of Executive Director and Senior Portfolio Management Director at Morgan Stanley. Additionally, he has represented his peers on the Pacific Coast Regional Financial Advisor Council.

Gregory’s approach to wealth management is rooted in a holistic philosophy that aligns with the long-term goals and values of clients. He believes in creating financial plans that serve as a blueprint for action, guiding Advanced Planning strategies to ensure the preservation and growth of assets. Gregory operates his business with three core values: work hard, do the right thing, and do the small things well. These values shape his commitment to providing the highest level of service for clients.

Gregory has been happily married to his wife, Harmony and together they have three children. Gregory enjoys attending his children's sporting events, golfing, running, and mountain biking in Trione-Annadel State Park. He is passionate about giving back to the community and actively participates in various volunteer efforts.

Toni brings over 20 years of financial services experience to her role as a Financial Advisor, where she is dedicated to helping clients clearly identify their financial goals and develop actionable plans to achieve them. Her passion lies in guiding people toward understanding what they truly want and ensuring they have the tools and strategies needed to fulfill their ambitions.

Toni’s background includes over a decade of experience as a commercial banker with several well-known financial institutions where she specialized in helping small businesses generate the cash flow necessary to thrive and expand. As she transitioned to advising individuals on their personal finances, Toni recognized that many of the same financial principles apply. Today, her investment guidance is focused on helping clients generate the cash flow needed to maintain their lifestyle in retirement and achieve their goals with greater confidence. As a Morgan Stanley credentialed Family Wealth Advisor and Financial Planning Specialist, she offers comprehensive financial planning that addresses both sides of clients’ personal balance sheets.

Toni's approach is rooted in her commitment to providing holistic financial planning that goes beyond investment advice. She believes in empowering clients with the knowledge and strategies they need to make informed decisions, while ensuring that all aspects of their financial lives are considered. From the first conversation to the development of creative strategies; clients experience Toni’s authenticity and consideration as she leads the implementation of each client’s individualized solutions.

A Sonoma County native, Toni is deeply involved in her community. She founded Sonoma County Professional Women, an organization dedicated to supporting, empowering, and inspiring women to maximize their potential. In addition to her professional commitments, Toni volunteers with the Redwood Empire Food Bank and serves on the Board of Directors at Free To Be, an organization to empower teens to make healthy choices. Whatever time she has beyond those commitments is usually spent with her husband and four children, often spending weekends watching her youngest daughter play college soccer.

Zack is a dedicated Financial Advisor who takes pride in building relationships with clients based on trust and transparency. He focuses on developing clear and actionable financial plans that guide clients toward success. Zack is committed to delivering the full breadth of resources that Morgan Stanley offers, ensuring clients receive the highest standard of service.

Zack graduated from California Polytechnic State University in 2010. Before transitioning to the finance industry, he spent the early years of his career in the wine business, where he gained diverse experience running a consulting practice and working in sales. The onset of the pandemic in 2020 provided Zack with the opportunity to pursue his ultimate goal of working in finance. He joined Morgan Stanley as a Financial Advisor in 2022 and became a member of the Round Barn Group in 2024.

Zack is guided by a strong commitment to integrity and honesty, values that form the foundation of his client relationships. He believes in taking a comprehensive approach to wealth management, leaving no stone unturned when establishing a complete financial plan. His dedication to excellence ensures that clients receive personalized solutions tailored to their unique needs.

Residing in Santa Rosa, California, Zack enjoys an active lifestyle with his dog, Miles. He is passionate about cycling and serves as the head coach for the local middle and high school mountain bike team, while also competing in races across the Western U.S. Additionally, Zack leads the volunteer production team at his church and loves traveling the world, seeking new experiences and opportunities to grow.

Brianna is a dedicated Financial Advisor at Morgan Stanley who is passionate about helping individuals, small business owners, and multigenerational families achieve financial stability and growth. Her goal is to help safeguard each clients’ wealth while empowering them to reach their financial aspirations.

Brianna’s passion for financial management was spurred watching her loved ones navigate the financial crisis. She graduated from Sonoma State University in 2018 with a degree in Business Administration, with a concentration in Finance. In 2019, she began her career at Morgan Stanley as a Wealth Advisor Associate. By 2020, she had earned the designation of Financial Planning Specialist, and in 2022, she advanced to her current role as a Financial Advisor with The Round Barn Group at Morgan Stanley.

Brianna’s approach to financial advising is rooted in a comprehensive understanding of both short- and long-term goals. She utilizes advanced planning strategies to make holistic wealth management decisions that align with each clients’ needs. Brianna is committed to providing clients with the knowledge and competence required to navigate the complexities of financial markets and regulations. Her business is guided by the principles of honesty, hard work, and a steadfast commitment to her client’s success.

Brianna resides in Santa Rosa with her partner, Patrick, and their two sons. The family also includes their two dogs, Gauge and Charlie. Brianna is an active community member, serving as Treasurer on the Board of Directors for Verity. In her free time, she enjoys snowboarding in Tahoe and spending quality time with family and friends.

Dan is a seasoned professional with over 20 years of experience in the financial services industry. He is passionate about helping successful individuals, business owners, and multi-generational families achieve their financial goals. By focusing on advanced planning strategies, Dan aligns clients’ near term needs with their long-term goals and values, simplifying the wealth management process.

Dan graduated with honors from UC Davis in 2003, earning a bachelor's degree in Economics. After many years at various banking institutions, he began his journey at Morgan Stanley in 2021 as a private banker, where he played a key role in implementing innovative financing solutions and collaboration with financial advisors and their clients. In 2023, he transitioned to The Round Barn Group at Morgan Stanley as a Financial Advisor, bringing with him a wealth of experience in estate planning, financial planning, private banking, and lending.

Dan's approach to financial advising is comprehensive and client focused. He crafts financial plans that reflect each client's unique goals, values, family needs, and estate planning considerations. These plans are regularly updated to adapt to the evolving complexities of each clients’ lives. Dan is guided by a strong commitment to doing the right thing, meticulous attention to detail, and prioritizing his client's best interests.

A Santa Rosa native and graduate of Montgomery High School, Dan was also an Eagle Scout. He lives in Santa Rosa with his wife, Erika, and their dogs, Arnie and Kota. In his free time, he enjoys outdoor activities such as backpacking, snowboarding, camping, and kayaking on the Russian river. Dan is deeply involved in his community, serving as President of the Board of Directors of Chops Teen Club and actively participating in the Santa Rosa Sunrise Rotary Club.

Fabiano Gomes is a dedicated Portfolio Associate based in Santa Rosa, where he provides tailored service and proactive support to clients. Originally from Rio de Janeiro, Brazil, Fabiano values transparency in his work and enjoys collaborating with his team to help clients achieve their financial goals.

Fabiano earned his Bachelor of Science in Business Administration and Finance from San Francisco State University. He began his career as a Financial Advisor at Northwestern Mutual before joining Morgan Stanley in 2019 as a Client Service Associate. Due to his strong work ethic and dedication, he was promoted to Portfolio Associate in 2021.

Fabiano places a high value on building strong, lasting relationships with clients, grounded in mutual respect and responsiveness. He believes that maintaining honesty, simplicity, and authenticity is key to both his professional and personal life. These principles guide him as he helps clients navigate their financial journeys.

In his free time, Fabiano enjoys cycling and running, with a particular fondness for riding around the perimeter of Lake Tahoe. He also loves sharing his famous Brazilian BBQ with friends. Fabiano is committed to giving back and volunteers for UCSF Benioff Children's Hospital Oakland and Swim Across America.
*This role cannot solicit or provide investment advice.

Yahaira Martinez is a dedicated Registered Client Service Associate who is passionate about being a valuable resource to clients. Her drive to promote financial literacy stems from her experiences as the daughter of immigrants, witnessing first-hand the challenges faced during the financial crisis through this lens. Yahaira is committed to helping clients achieve financial literacy through education and personalized support.

Yahaira is a first generation, bilingual graduate from Sonoma State University, where she earned a bachelor's degree in Business Administration with a double concentration and finance and wine business strategies. She joined Morgan Stanley in 2021, initially working in the Napa branch before transitioning to the Round Barn Group in Santa Rosa in 2023.

Yahaira brings sharp attention to detail and efficiency to the team, yet her greatest strength lies in the care and empathy she shows towards clients. By genuinely listening and understanding their needs, she delivers a personalized experience that fosters trust and transparency. Yahaira’s goal is to make clients feel confident in their financial decisions.

Born and raised in Sonoma County, Yahaira lives with her family in Santa Rosa. She finds peace in nature and enjoys exploring waterfalls, with McCloud Falls in McCloud, California being her favorite. In her free time, she loves picnicking, hiking, camping, traveling, going to the beach, and completing 1000+ piece jigsaw puzzles.

Fiona Domergue, a Petaluma native with a deep love for Sonoma County, has made her mark in the fast-paced and ever evolving world of financial services. Her passion for finance, coupled with her dedication to exceptional client service, allows her to build strong relationships and assist clients in navigating both the joys and challenges of their financial journeys.

Fiona earned her bachelor's degree in Finance from Sonoma State University, graduating Cum Laude. During her time there, she was an active member of the Finance Club and participated in the Student Managed Investment Fund. Her early work experience in the restaurant industry during high school and college helped her develop strong customer service and time management skills. Fiona joined Morgan Stanley as a Client Service Associate in 2021, where she continues to excel in her role.

Fiona values the meaningful connections she builds with clients and is committed to providing compassionate dedicated service. She understands that financial decisions often intersect with personal milestones and challenges, and she approaches each client interaction with integrity and care. Her experience in the restaurant industry taught her the importance of efficiency and communication, skills that she applies daily in her financial services role.

Outside of work, Fiona enjoys spending time with her dog, Amiga, whom she adopted after personally flying to San Jose del Cabo, Mexico. Fiona also enjoys reading and spending time outdoors. Her love for animals and commitment to fostering strong relationships extend beyond her professional life, enriching her personal experiences.

Mony is a dedicated professional with over 20 years of experience in the brokerage industry. As a Portfolio Associate at Morgan Stanley, she is committed to providing clients with a superior experience, assisting them with their financial needs through a collaborative and adaptable approach. Mony values the supportive culture of her team and is passionate about delivering exceptional service.

Mony graduated from Heald Business College with a specialist diploma in Computer Office Administration. She began her career as a sales assistant with Bank of America Investments. After the Merrill Lynch merger, she advanced to the role of registered senior client associate. Mony then joined GBS Financial, where she progressed from operation specialist to operations supervisor and later operations manager. In 2017, she joined Morgan Stanley, where she continues to leverage her extensive experience to serve clients effectively.

Mony believes in providing top notch client service through collaboration and adaptability. Her ability to listen to clients and address their unique needs is central to her role. She appreciates the culture at Morgan Stanley, where teamwork and client focused solutions are highly valued. Mony’s approach is grounded in a commitment to excellence and continuous improvement.

Mony resides in Santa Rosa, CA, with her husband Tim, and their two children. Outside of work, she is actively involved in her local temple, where she volunteers her time. Mony enjoys spending time with her family, camping, watching football, and taking family trips, cherishing the moments she shares with her loved ones.