Over 81 years of combined experience in the investment industry
The Three Rivers Group at
Morgan Stanley Smith Barney
8202 W. Quinault Ave.
Kennewick, WA 99336
Ken Johanning
Vice President
Senior Investment Management Specialist
Portfolio Manager
David Alderman
Vice President
Senior Investment Management Specialist
Portfolio Manager
Tim Thomas
Vice President
Certified Portfolio Manager-Columbia University
Senior Portfolio Manager
Jim McKinnis
Financial Planning Specialist
Portfolio Manager
Financial Advisor
We help to provide the following financial services:
Estate Planning
Retirement Planning
Education Planning
Insurance
Liability Management
And Professional Portfolio Management
Ken Johanning - Vice President, Senior Investment Management Specialist, Portfolio Manager, has been a Tri-Cities resident since 1978. Born in Missouri, Ken spent four years in the Navy that included a Vietnam tour. He graduated from the University of Missouri with a BS in Business and Finance. Ken began his career as a Financial Advisor in 1974. Ken is married to Etorchia. They have four children and two grandchildren. Ken actively participates in key roles on community projects that include: the Family Fishing Pond, Playground of Dreams, J&S Railroad, and the Three Rivers Carousel all located in Columbia Park. Ken was also elected the 2003 Kennewick Man of the Year for his dedication and community involvement.
David Alderman - Vice President, Senior Investment Management Specialist, Portfolio Manager, has been a Tri-Cities resident since 1991. Born in Heppner, Oregon, David attended the University of Idaho and played baseball in the minor leagues. David worked in management and sales in the retail petroleum and convenience store chains prior to becoming a Financial Advisor in 1994. David is married to Cindy and they have two children. They support youth activities and enjoy golfing, fishing, and hunting.
Jim McKinnis - Financial Planning Specialist, Portfolio Manager, Financial Advisor, was born and raised in the Tri-Cities. Jim graduated from Washington State University with a BS in Economics. He spent several years working at the Hanford Projects before becoming a Financial Advisor in 1990. Jim is married to Lea who works as a manager for one of the major contractors at Hanford. They enjoy golfing, fly fishing, and skiing.
Tim Thomas - Vice President, Certified Portfolio Manager-Columbia University, Senior Portfolio Manager, was born and raised in the Tri-Cities. Tim graduated from Whitman College with a BA in Psychology and from the University of Tennessee with a masters in Sports Psychology. Tim began his careers as a Financial Advisor in 1997. Tim is married to May-Lin who is a scientist for Battelle. They have two boys and enjoy tennis and golf.
Vicki DeRoos - Registered Client Service Associate, was born and raised in the Tri-Cities and has seventeen years industry experience. She and her husband, Jeff, have two sons and a daughter. They enjoy boating, fishing, hunting and gardening.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney's licensed insurance agency affiliates.
Portfolio Management is an advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a wide range of securities.
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Biographies
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