Grand Rapids, MI Cascade Road Office

Sage Kissman is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation. Kissman has been with Morgan Stanley since 2025, with prior experience at Wells Fargo Clearing and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sharon Dykhouse is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the investment committee of CSI, an educational organization in Grand Rapids focused on monitoring outside investment managers. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Nicholas Rocca is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2011 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services across a broad range of offerings.

Jakob Engelkes is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Plante Moran Financial Advisors and JBL Resources. He also has a background in education, having been employed at Indiana Wesleyan University and Rockford High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Carrie Horlings is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 26 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Mark Fink is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Morgan Stanley in Grand Rapids, MI, having joined the firm in 2026. His prior experience includes 18 years at Comerica Securities and three years at Ameriprise. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Jessica Tiefenbach is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved as a partner and sole proprietor of Small Town Roots LLC, a business focused on growing and selling cut flowers in Byron Center, Michigan. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally acts in an advisory capacity rather than providing individual security recommendations.

Gregory Bartolec is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Timothy Murray is a CFP® professional with 19 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in Grand Rapids, MI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning strategies.

Robert Flermoen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Melanie Buck is a financial advisor at Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Shannon Orthodontics for four years and held other roles including at The Brass Cafe and Central Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Travis Sinquefield is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Abraham House is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2023. Outside of finance, he works as an assistant manager at MVP Sportsplex, a health and fitness facility. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through multiple planning and investment services.

Richard Homrich is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior experience includes roles at Fifth Third Bank, JPMorgan Chase Bank, and Spectrum Health. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to comprehensive financial planning without individual security recommendations as part of standalone programs.

Edward Meeuwsen is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and its predecessor, Salomon Smith Barney Inc., since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by approved tools and modeling techniques.