The Jensen Group - Morgan Stanley Team

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Biographies

Jeffery Jensen.jpg

Jeffery L. Jensen CIMA, CRPS, CRD®, AIF®
Senior Vice President-Wealth Management, Financial Advisor
Senior Investment Management Consultant

Jeff has been working in the financial services industry since 1994. He focuses on Intergenerational Financial Planning, Portfolio Management, and Consulting for Business Owners, Corporate Retirement Plans, as well as, Public and Private Family Foundations.

Jeff graduated from the University of Wisconsin-Eau Claire with a B.S. in Business Administration and Management Information Systems. As a member of the Investment Management Consultants Association, Jeff completed IMCA’s rigorous Certified Investment Management Analyst (CIMA) designation at the renowned Wharton School at the University of Pennsylvania. He has furthered his knowledge of asset allocation, investment policy, and asset management by obtaining four additional designations, an Accredited Investment Fiduciary (AIF®), Corporate Retirement Director (CRD), Chartered Retirement Planning Specialist (CRPS), and Senior Investment Management Consultant (SIMC®).

Even with much of his time consumed by work and family, Jeff still finds time to remain very active in the community. He serves on the Board for OC International and is also the Founder of the Bridges Foundation.

Jeff resides in Colorado Springs with his wife, Shelley, and his two children, Carter and Averey. Jeff loves traveling internationally, hiking, skiing, reading, running, and spending time with his family.

Ann M. Ries
Assistant Vice President
Registered Marketing Associate
Financial Planning Associate

Ann Ries, in her role as a Registered Marketing Associate at Morgan Stanley*, has provided key organizational support in her work with The Jensen Group at Morgan Stanley* since 2005. Ann is Series 7 General Securities licensed and has passed the Series 66 Uniform Combined State Law exam. She has also received her Financial Planning Associate designation through Morgan Stanley* and her Financial Planning Certificate through Kaplan University. Ann’s primary focus is Comprehensive Financial Planning as she has helped numerous families in the Colorado Springs area with their financial goals. Ann strives to maintain the highest level of client satisfaction and plays an integral part in managing The Jensen Group. Her educational background includes an Associate of Applied Science and a Bachelor of Science degree in Accounting. Prior to joining The Jensen Group at Morgan Stanley* Ann was an Office Manager in the Medical Field for twelve years.

Ann has been a resident of Colorado since 1984. Her interests include outdoor activities and spending time with her family and friends.

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Shari L. Losinski
Registered Client Service Associate
Financial Planning Associate

As a Registered Client Service Associate at Morgan Stanley*, Shari’s professional credentials include a Series 7 General Securities license, the Series 66 Uniform Combined State Law Exam and Financial Planning Associate designation. Shari assists financial advisors and clients with their day to day administrative needs. She also has extensive Will and Trust Administration knowledge and experience. She has provided The Jensen Group at Morgan Stanley* exceptional administrative and operational support since 2000 and has been in the financial securities industry since 1984. Shari has been with Morgan Stanley* since 1993.

Shari resides in Colorado Springs with her husband, Kevin. She enjoys an active outdoor lifestyle, having climbed all of Colorado’s 14,000-foot peaks.

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Jill A. Foster
Client Service Associate

Jill obtained a Bachelor of Arts Degree in Liberal Arts from Colorado State University, along with a Bachelor of Arts Degree in Communications from Regis University. Jill has been with The Jensen Group at Morgan Stanley* since 2008. She brings exceptional customer service and marketing skills to the group. She is a proud Colorado native and enjoys the outdoor activities it provides. Jill also has a love for reading and art. She resides in Black Forest Colorado with her husband Luke and their two sons.

Brandon Rizzo
Client Service Associate

Brandon graduated from the University of Colorado at Boulder with a Bachelor of Arts in Economics. He is currently in pursuit of the Series 7 General Securities License and the Series 66 Uniform Combined State Law Exam. With his degree and these credentials, Brandon will be helping our team with various duties including financial analysis tasks.

Brandon is a native of Colorado and spends his time staying active by hiking, working out, and four-wheeling throughout Colorado.

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