

The United Legacy Group at Morgan Stanley

Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
Welcome
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
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Location
111 N Washington St
4th Fl Ste410
Green Bay, WI 54301
US
Direct:
(920) 433-6521(920) 433-6521
Toll-Free:
(800) 525-2396(800) 525-2396
4545 West College Ave
Ste 300
Appleton, WI 54914
US
Direct:
(920) 832-9110(920) 832-9110
Meet The United Legacy Group
About Kurt Koehler
Kurt Koehler is a Senior Vice President, Portfolio Management Director, and Financial Advisor. He strives to build, manage, help preserve and transition wealth by creating financial strategies that are both personalized and tailored to help address each client’s needs and goals.
Kurt Koehler has been helping clients achieve their financial goals for more than 31 years. Committed to expanding his investment knowledge and planning skills, Kurt has earned degrees in Accounting and Finance, and a Master’s in Financial Services. He has numerous advanced industry designations, such as the CFP®, ChFC®, FWA (Family Wealth Advisor), CIMA®, and Advanced Certified Analyst designation. The CERTIFIED FINANCIAL PLANNER™ designation demonstrates knowledge and the ability to develop specific strategies covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. The Certified Investment Management Analyst® (CIMA®) designation demonstrates the completion of a rigorous process reflecting a high level of competency, professionalism and investment experience focusing on asset allocation, ethics, due diligence, risk management, investment policy review and performance measurement. Kurt provides a high level of service to each of his clients, and his depth of experience enables him to share important investment and planning insight that helps his clients to navigate varied and unpredictable investment environments.
Kurt serves professionals and business owners who seek to preserve and grow their wealth with customized, forward-looking guidance. His wealth management process focuses on helping clients address the unique financial risks and opportunities they face as professionals and business owners. Kurt looks beyond traditional strategies and strives to uncover innovative tactics to support clients’ long-term asset-preservation and tax-deferral needs.
Kurt has been married to his wife, Lisa, for over 29 years and has been blessed with 3 boys. He enjoys spending his time outside of work with his family. He enjoys road biking, MMA, Olympic weightlifting, skiing, and paddle boarding with his dog Bailey.
Kurt Koehler has been helping clients achieve their financial goals for more than 31 years. Committed to expanding his investment knowledge and planning skills, Kurt has earned degrees in Accounting and Finance, and a Master’s in Financial Services. He has numerous advanced industry designations, such as the CFP®, ChFC®, FWA (Family Wealth Advisor), CIMA®, and Advanced Certified Analyst designation. The CERTIFIED FINANCIAL PLANNER™ designation demonstrates knowledge and the ability to develop specific strategies covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. The Certified Investment Management Analyst® (CIMA®) designation demonstrates the completion of a rigorous process reflecting a high level of competency, professionalism and investment experience focusing on asset allocation, ethics, due diligence, risk management, investment policy review and performance measurement. Kurt provides a high level of service to each of his clients, and his depth of experience enables him to share important investment and planning insight that helps his clients to navigate varied and unpredictable investment environments.
Kurt serves professionals and business owners who seek to preserve and grow their wealth with customized, forward-looking guidance. His wealth management process focuses on helping clients address the unique financial risks and opportunities they face as professionals and business owners. Kurt looks beyond traditional strategies and strives to uncover innovative tactics to support clients’ long-term asset-preservation and tax-deferral needs.
Kurt has been married to his wife, Lisa, for over 29 years and has been blessed with 3 boys. He enjoys spending his time outside of work with his family. He enjoys road biking, MMA, Olympic weightlifting, skiing, and paddle boarding with his dog Bailey.
Securities Agent: SD, AL, NC, MI, IL, VA, LA, GA, CO, SC, MA, UT, ME, FL, IN, MD, WY, NY, MO, AZ, WA, TX, NJ, WI, OH, NE, MT, MN, CA, PA, IA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2659157
NMLS#: 2659157
About Mary Lessuise
Mary Lessuise offers clients an opportunity to maximize their wealth by working with them to build financial goals and implementing a plan to help achieve them.
Mary has been a Financial Advisor with Morgan since 2011 and, prior to that, garnered more than 30 years of wealth management experience working with the Private Banking clients within M&I Bank. She has a deep understanding of the banking and brokerage industry, and she is skilled in assisting clients with defining financial goals, solving problems and pursuing a comprehensive and strategic financial plan.
Mary’s knowledge and experience lies in utilizing comprehensive financial planning strategies and building strong long-term relationships. Her practice focuses primarily on affluent individuals, such as specialty doctors, athletes and business owners, with unique and often complex financial needs. These clients have been successful at earning wealth, but may not have the time to focus on organizing and planning their wealth. To that end, Mary seeks to help maximize the potential of the wealth her clients have earned. Her core strengths of cultivating relationships based on trust, using integrated strategies and providing personal service strives to offer clients a high degree of confidence.
Mary and her husband have a beautiful family and six precious grandchildren. When she is not working, she spends her time enjoying her life and family, as she encourages most of her clients to do. In the summer, she and her husband particularly enjoy exploring the world through travel and taking family and friends boating.
Mary has been a Financial Advisor with Morgan since 2011 and, prior to that, garnered more than 30 years of wealth management experience working with the Private Banking clients within M&I Bank. She has a deep understanding of the banking and brokerage industry, and she is skilled in assisting clients with defining financial goals, solving problems and pursuing a comprehensive and strategic financial plan.
Mary’s knowledge and experience lies in utilizing comprehensive financial planning strategies and building strong long-term relationships. Her practice focuses primarily on affluent individuals, such as specialty doctors, athletes and business owners, with unique and often complex financial needs. These clients have been successful at earning wealth, but may not have the time to focus on organizing and planning their wealth. To that end, Mary seeks to help maximize the potential of the wealth her clients have earned. Her core strengths of cultivating relationships based on trust, using integrated strategies and providing personal service strives to offer clients a high degree of confidence.
Mary and her husband have a beautiful family and six precious grandchildren. When she is not working, she spends her time enjoying her life and family, as she encourages most of her clients to do. In the summer, she and her husband particularly enjoy exploring the world through travel and taking family and friends boating.
Securities Agent: OH, MI, IL, HI, AL, VA, ME, CO, FL, WY, SD, NC, UT, TX, MD, CA, SC, NE, IA, WI, NJ, MN, MA, GA, AZ, PA, WA, IN, NY, MO, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 553733
NMLS#: 553733
About Corey Coonen
Corey has been with Morgan Stanley and its predecessor firms since 2007. Corey is a graduate of the University of Minnesota-Twin Cities and has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation and CRPS® (Chartered Retirement Plans Specialist) designation from the College for Financial Planning in Denver, Colorado. Corey also holds the QPFC® designation (Qualified Plan Financial Consultant) from the National Association of Plan Advisors (NAPA).
With a focus on serving our Corporate Retirement Plan business and business owner clients, Corey has attained the recognition as a Corporate Retirement Director as well as Financial Wellness Director through Morgan Stanley. As a Corporate Retirement Director, Corey focuses on helping plan fiduciaries navigate the complex maze of ERISA rules by building investment and education strategies designed around their needs. Corey works with plan participants and their families to improve their financial wellness and guide them on overall asset allocation and financial planning strategies to help meet their goals. Corey serves his individual clients with a focus on providing holistic financial planning guidance that helps drive their overall asset allocation and risk management strategies.
Corey is active in his local community and state-wide. Locally, Corey serves on his Parish (Our Lady of Lourdes) Parish Finance Council and Site-Advisory Committee (School Board). Previously he has also served on their Pastoral Council Board as well as the Religious Education committee and as a confirmation catechist. He is an active member of the Abbot Pennings Knights of Columbus Council 3955 in DePere having served in various leadership roles and chairing council fundraisers and program events. He has served in the Knights of Columbus state leadership in roles ranging from District Deputy to State Officer roles as State Warden and State Advocate. From 2020-2022, Corey served as the State Deputy for the Wisconsin Knights of Columbus Council. Corey was the youngest State Deputy to serve in the 120+ year history of the Knights of Columbus in Wisconsin. Presently, since 2022, Corey is serving as the State Membership Director and helping lead their charge for the Coats for Kids program, in which they give out over $100,000 worth of coats across Wisconsin. In back to back years, as State Deputy and State Membership Director in the years 2021-2023 Fraternal Years, Corey helped Wisconsin achieve the distinguished ‘Circle of Honor’ recognition from Supreme, one of the highest honors a State can achieve.
Corey and his wife Lindsey reside in Green Bay with their pug, Beckham. When away from the office, they both are actively involved in their Parish and Community, as since 2022 they have served as catechists for the Green Bay area Special Needs Religious Education program. Outside of work and volunteering their time, they enjoy traveling, gardening and attending various sporting events in and out of State.
With a focus on serving our Corporate Retirement Plan business and business owner clients, Corey has attained the recognition as a Corporate Retirement Director as well as Financial Wellness Director through Morgan Stanley. As a Corporate Retirement Director, Corey focuses on helping plan fiduciaries navigate the complex maze of ERISA rules by building investment and education strategies designed around their needs. Corey works with plan participants and their families to improve their financial wellness and guide them on overall asset allocation and financial planning strategies to help meet their goals. Corey serves his individual clients with a focus on providing holistic financial planning guidance that helps drive their overall asset allocation and risk management strategies.
Corey is active in his local community and state-wide. Locally, Corey serves on his Parish (Our Lady of Lourdes) Parish Finance Council and Site-Advisory Committee (School Board). Previously he has also served on their Pastoral Council Board as well as the Religious Education committee and as a confirmation catechist. He is an active member of the Abbot Pennings Knights of Columbus Council 3955 in DePere having served in various leadership roles and chairing council fundraisers and program events. He has served in the Knights of Columbus state leadership in roles ranging from District Deputy to State Officer roles as State Warden and State Advocate. From 2020-2022, Corey served as the State Deputy for the Wisconsin Knights of Columbus Council. Corey was the youngest State Deputy to serve in the 120+ year history of the Knights of Columbus in Wisconsin. Presently, since 2022, Corey is serving as the State Membership Director and helping lead their charge for the Coats for Kids program, in which they give out over $100,000 worth of coats across Wisconsin. In back to back years, as State Deputy and State Membership Director in the years 2021-2023 Fraternal Years, Corey helped Wisconsin achieve the distinguished ‘Circle of Honor’ recognition from Supreme, one of the highest honors a State can achieve.
Corey and his wife Lindsey reside in Green Bay with their pug, Beckham. When away from the office, they both are actively involved in their Parish and Community, as since 2022 they have served as catechists for the Green Bay area Special Needs Religious Education program. Outside of work and volunteering their time, they enjoy traveling, gardening and attending various sporting events in and out of State.
Securities Agent: PA, MI, IA, CA, WA, NY, NV, NC, NJ, NE, SD, ME, SC, LA, CO, WY, WI, TX, MD, MA, HI, GA, AL, OH, MO, UT, MN, AZ, VA, MT, IN, IL, FL, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293887
NMLS#: 1293887
About Joseph Miller
As a lifelong Wisconsin resident and a Financial Advisor with over 35 years of experience, Joe has developed a strong commitment to the area. Through his years of experience, Joe found his passion for working with families and businesses to help develop and achieve their financial goals. By getting to know his clients and understanding their concerns, Joe takes pride in the long-term relationships that have been built.
Joe formed the Miller Thern Group at Morgan Stanley in 1998 along with his partner Financial Advisor Leigh Thern with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since formed with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.
Joe graduated from Marquette University with a Bachelor of Science degree in Finance. Living in Appleton, WI, Joe, along with his wife Kris, enjoys golf, skiing, and spending time with the grandchildren.
Joe formed the Miller Thern Group at Morgan Stanley in 1998 along with his partner Financial Advisor Leigh Thern with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since formed with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.
Joe graduated from Marquette University with a Bachelor of Science degree in Finance. Living in Appleton, WI, Joe, along with his wife Kris, enjoys golf, skiing, and spending time with the grandchildren.
Securities Agent: IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, DE, AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1294084
NMLS#: 1294084
About Leigh Thern
With over 30 years of experience in the financial services industry, and over 20 years as a Financial Advisor at Morgan Stanley, Leigh offers clients an opportunity to help maximize their wealth by working with them to build financial goals and implementing a plan to help achieve them. For Leigh, getting to know her clients and helping them along the way is the best part of being a Financial Advisor.
Leigh formed the Miller Thern Group in 1998, along with her partner Financial Advisor Joe Miller, with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since merged with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.
Leigh attended Fox Valley Technical College and NE Wisconsin Technical College. She enjoys living the country life, which allows her to have a huge vegetable and flower garden. Leigh is married to Victor and they have 4 grown children and 4 grandchildren. Leigh and her husband like to travel and spend time with their growing family. They also find time to support various charities they are passionate about.
Leigh formed the Miller Thern Group in 1998, along with her partner Financial Advisor Joe Miller, with the goal of providing clients with a holistic financial plan using all the tools and resources available through Morgan Stanley. The team has since merged with United Legacy Group to expand capabilities and continue providing quality service with high integrity and professionalism.
Leigh attended Fox Valley Technical College and NE Wisconsin Technical College. She enjoys living the country life, which allows her to have a huge vegetable and flower garden. Leigh is married to Victor and they have 4 grown children and 4 grandchildren. Leigh and her husband like to travel and spend time with their growing family. They also find time to support various charities they are passionate about.
Securities Agent: OH, MI, IL, UT, NV, GA, AL, NC, MD, WA, LA, NY, NE, KS, IN, HI, PA, NJ, MN, IA, WY, SC, MO, FL, CO, MA, TX, ME, CA, AZ, WI, VA, SD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295601
NMLS#: 1295601
About Chad Klaubauf
Chad Klaubauf is a Financial Advisor that has been with Morgan Stanley since 2002. Chad's focus is on financial planning for successful families. He works closely with his clients to understand their complete financial picture and then creating a comprehensive plan to help meet their goals.
Chad holds a Bachelor's degree in Business Administration with an emphasis in Finance and a minor in Economics from the University of Wisconsin - Green Bay. He has been designated a Certified Financial PlannerTM (CFPÒ) by the Certified Financial Planner Board of Standards. In addition, Chad holds Series 7, 31, 66 registrations and Insurance Licenses.
Chad is active in the community and has worked as a volunteer for Urban Hope and Paul's Pantry. He also spends time coaching and refereeing youth sports.
Chad holds a Bachelor's degree in Business Administration with an emphasis in Finance and a minor in Economics from the University of Wisconsin - Green Bay. He has been designated a Certified Financial PlannerTM (CFPÒ) by the Certified Financial Planner Board of Standards. In addition, Chad holds Series 7, 31, 66 registrations and Insurance Licenses.
Chad is active in the community and has worked as a volunteer for Urban Hope and Paul's Pantry. He also spends time coaching and refereeing youth sports.
Securities Agent: WI, UT, ME, MD, IN, MO, CO, NE, GA, NC, MI, PA, VA, LA, MN, FL, CA, TX, NJ, WA, SC, OH, IL, AL, NY, MA, IA, AZ, SD, HI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293954
CA Insurance License #: 4235852
NMLS#: 1293954
CA Insurance License #: 4235852
About Bobbi Van Eperen
Bobbi VanEperen is a Financial Advisor with The Klaubauf/VanEperen Group at Morgan Stanley. She has worked with Morgan Stanley since 2003 when she began her career as a Client Service Associate, transitioning to the role of Financial Advisor in June 2015. Her focus is helping her clients achieve their financial goals while striving to provide sound advice and exceptional service. Bobbi holds Series 7, 66, and 31 registrations and Insurance licenses.
Bobbi is a graduate of St. Norbert College in De Pere, WI and holds a Bachelor's degree in Business Administration with an emphasis in Finance.
Bobbi is a graduate of St. Norbert College in De Pere, WI and holds a Bachelor's degree in Business Administration with an emphasis in Finance.
Securities Agent: MN, AZ, NJ, AL, WY, UT, SC, NY, HI, MO, LA, VA, PA, OK, IA, CO, WI, MI, WA, GA, OH, TN, NE, MD, MA, FL, TX, SD, NC, ME, IN, IL, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1510413
CA Insurance License #: 4145552
NMLS#: 1510413
CA Insurance License #: 4145552
About Kevin Baranczyk
Kevin is a graduate of UWGB with a Bachelor of Science degree in Economics. Kevin has been a Financial Advisor for 25+ years. During that time, he has achieved designations of CFP®, ChFC® and CLU®.
Kevin focuses in retirement planning and risk management. The goal is to personalize each plan with a proper allocation before and after retirement by following market conditions. Proper implementation also includes estate planning strategies, insurance planning and distribution planning.
Kevin is happily married with no children. He is a recently ordained minister. He enjoys spending time with friends and family as well as a spirited game of pickleball.
Kevin focuses in retirement planning and risk management. The goal is to personalize each plan with a proper allocation before and after retirement by following market conditions. Proper implementation also includes estate planning strategies, insurance planning and distribution planning.
Kevin is happily married with no children. He is a recently ordained minister. He enjoys spending time with friends and family as well as a spirited game of pickleball.
Securities Agent: OH, MO, GA, CO, WI, NC, FL, AL, SC, PA, NE, MN, MI, MD, TX, IN, NY, NJ, LA, MA, WY, TN, HI, WA, CA, AZ, SD, NM, ME, IL, IA, VA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2155048
NMLS#: 2155048
About Matthew Bush
As a financial advisor, Matt takes a goals-oriented approach to his client’s financial planning process to preserve and grow their wealth. Matt’s unique life and work experiences have provided him with a strong foundation to relate to his clients on a personal level and analyze his client’s holistic financial picture. With his role at the United Legacy Group, Matt enjoys being able to bring the wide range of technologies and capabilities that Morgan Stanley has to offer to the table for new and existing clients.
Prior to joining the United Legacy Group at Morgan Stanley , Matt lived and traveled through Europe while working for an international Big 4 Accounting firm in Brussels, Belgium. In this prior role he assisted international corporations, investment partnerships, and family offices with tax planning strategies and compliance.
Matt graduated from Edgewood College with a BS in Finance and was a member of the Delta Mu Delta business honor society. Matt went on to earn a Master in Professional Accounting from the University of Texas at Austin McComb’s School of Business. Matt is Series 7 and 66 licensed.
Matt grew up in Monroe, Wisconsin and currently resides in Menasha. Matt enjoys spending time with his friends and family bowhunting, fishing, and spending time at his family’s cottage in Northern Wisconsin.
Prior to joining the United Legacy Group at Morgan Stanley , Matt lived and traveled through Europe while working for an international Big 4 Accounting firm in Brussels, Belgium. In this prior role he assisted international corporations, investment partnerships, and family offices with tax planning strategies and compliance.
Matt graduated from Edgewood College with a BS in Finance and was a member of the Delta Mu Delta business honor society. Matt went on to earn a Master in Professional Accounting from the University of Texas at Austin McComb’s School of Business. Matt is Series 7 and 66 licensed.
Matt grew up in Monroe, Wisconsin and currently resides in Menasha. Matt enjoys spending time with his friends and family bowhunting, fishing, and spending time at his family’s cottage in Northern Wisconsin.
Securities Agent: VA, LA, GA, MO, MN, IL, WI, TX, WA, PA, FL, AL, SC, NJ, MA, CO, AZ, AK, WY, WV, SD, NM, NC, CA, UT, OH, NE, MD, IN, NV, HI, NY, MI, ME, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2155046
NMLS#: 2155046
About Kathy L Noll
Kathy Noll enhances the client experience by building professional and personal relationships and providing strong client service.
Kathy has been in the financial services industry since 1992, having joined Morgan Stanley in 2018. She holds her Series 7, 63 and 65 licenses and also her Life and Health insurance license. Together with the other members of the team, she works to provide clients with the tools and resources they need to manage their financial lives more efficiently. Kathy is dedicated to solving client requests, addressing service needs and ensuring the client experience is seamless. She has cultivated a strong understanding of client needs and possesses a breadth and depth of knowledge that seeks to provide a first-class experience for clients. She believes clients appreciate her attention to detail and follow-up skills, as well as her ability to listen to each client’s concerns and to help find the best solution for all.
Kathy was born and raised in Luxemburg and has lived and worked in the area her whole life, currently, she resides in Green Bay. She enjoys walking, snowmobiling, traveling to the cabin in Tomahawk and spending time with her many family and friends!
Kathy has been in the financial services industry since 1992, having joined Morgan Stanley in 2018. She holds her Series 7, 63 and 65 licenses and also her Life and Health insurance license. Together with the other members of the team, she works to provide clients with the tools and resources they need to manage their financial lives more efficiently. Kathy is dedicated to solving client requests, addressing service needs and ensuring the client experience is seamless. She has cultivated a strong understanding of client needs and possesses a breadth and depth of knowledge that seeks to provide a first-class experience for clients. She believes clients appreciate her attention to detail and follow-up skills, as well as her ability to listen to each client’s concerns and to help find the best solution for all.
Kathy was born and raised in Luxemburg and has lived and worked in the area her whole life, currently, she resides in Green Bay. She enjoys walking, snowmobiling, traveling to the cabin in Tomahawk and spending time with her many family and friends!
About Angela Reseburg
Angela is a Senior Registered Associate and has been with Morgan Stanley since July 2019. Angela has over 25 years of experience in the financial services industry. Since 1997, Angela has held various roles such as a trader in an operations capacity and as a Branch Administrator. Most of her years have been spent as a client relationship associated. Angela holds the Series 7 and 66 licenses.
Angela enjoys her day-to-day interactions with clients. Through her client interactions she has also developed strong relationships and friendships. Angela addresses any services needs or issues that may come up as efficiently as possible, ensuring each client experience is a positive one.
Angela and her husband Jeff reside in Appleton and have been married for 34 years. Outside of the office, they enjoy spending time with family and friends. They have 3 daughters, 2 sons-in-law and 4 grand kids. They are avid Packer fans and enjoy going to Lambeau every Fall.
Angela enjoys her day-to-day interactions with clients. Through her client interactions she has also developed strong relationships and friendships. Angela addresses any services needs or issues that may come up as efficiently as possible, ensuring each client experience is a positive one.
Angela and her husband Jeff reside in Appleton and have been married for 34 years. Outside of the office, they enjoy spending time with family and friends. They have 3 daughters, 2 sons-in-law and 4 grand kids. They are avid Packer fans and enjoy going to Lambeau every Fall.
About Leeann Kalinski
Leeann moved from California to Appleton back in 2012. She started her career in retail banking with Wells Fargo as a Lead Teller. That experience reaffirmed her passion for helping clients and building strong relationships. To best describe herself, Leeann mentioned that she is an adventurous person with a kind spirit and enjoys making people laugh.
In 2017, Leeann had an opportunity to work at Edward Jones as a Branch Office Administrator, introducing her to the investment world. There, she grew deeper relationships and served clients on a much larger scale than before. One part of her job that she loves the most is doing what’s in the best interest of clients and making a difference in their lives. She had always aspired to be a member of Morgan Stanley, and in December 2023 her dream became a reality when she joined the United Legacy Group.
Aside from her career, she has a 4-year-old daughter named Chloe, who keeps her very busy, and is married to her husband Tyler. She loves being a mom more than anything, but she also loves the outdoors. When time allows, she enjoys being in the boat fishing or just cruising along the river.
In 2017, Leeann had an opportunity to work at Edward Jones as a Branch Office Administrator, introducing her to the investment world. There, she grew deeper relationships and served clients on a much larger scale than before. One part of her job that she loves the most is doing what’s in the best interest of clients and making a difference in their lives. She had always aspired to be a member of Morgan Stanley, and in December 2023 her dream became a reality when she joined the United Legacy Group.
Aside from her career, she has a 4-year-old daughter named Chloe, who keeps her very busy, and is married to her husband Tyler. She loves being a mom more than anything, but she also loves the outdoors. When time allows, she enjoys being in the boat fishing or just cruising along the river.

Contact Kurt Koehler

Contact Mary Lessuise

Contact Corey Coonen

Contact Joseph Miller

Contact Leigh Thern

Contact Chad Klaubauf

Contact Bobbi Van Eperen

Contact Kevin Baranczyk

Contact Matthew Bush
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
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State of the Workplace Study 2023
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The United Legacy Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)