Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director, Lending Specialist
Phone:
(952) 921-1904(952) 921-1904
8300 Group at Morgan Stanley
Direct:
(952) 921-1904(952) 921-1904
Toll-Free:
(952) 921-1980(952) 921-1980
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
At the 8300 Group at Morgan Stanley, we support ultra and high-net-worth families, professionals, business owners, athletes, and entertainers in navigating the complexities of their financial lives. Effective wealth management requires deep expertise, seasoned judgment, and a disciplined investment approach grounded in comprehensive planning and a long-term perspective delivered by a close, highly experienced team.
We combine these capabilities with a steadfast commitment to aligning our advice with each client's priorities, preferences, and values. Because your financial life is about more than investments, we take a holistic approach that considers your family, career, and legacy as central elements of the planning process.
Our success has been built on prudent investment strategy, relationship-focused advice, and highly attentive white-glove client service. Our objective is to help manage the full scope of each client's financial affairs so they can remain focused on what matters most and on what helped create their wealth.
Selecting investments can be straightforward; managing wealth to support a secure and comfortable future is not. With more than 184 years of combined experience in the financial services industry, our team is well positioned to help clients preserve and grow their wealth across generations.
IN THE PRESS
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research.
The Drees Marrujo Group has made the list of Best-In-State Wealth Management Teams for 2024, 2025, and 2026.
Source: Forbes.com (Awarded Jan 2024, 2025,2026) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23, 3/31/23-3/31/25.
The Ellman Group has made the list of Best-In-State Wealth Management Teams for 2026.
Source: Forbes.com (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period from 3/31/24-3/31/25.
Services Include
- Wealth PlanningFootnote1
- Retirement PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Financial PlanningFootnote4
- Professional Portfolio ManagementFootnote5
- Alternative InvestmentsFootnote6
- Cash Management and Lending ProductsFootnote7
- Trust ServicesFootnote8
- Philanthropic Services
- Business PlanningFootnote9
- Corporate Investment SolutionsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About
Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it is MLB (American and Latin American) and NHL athletes. We understand the unique financial challenges of players and can craft customized financial strategies that are tailored to your specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it is MLB (American and Latin American) and NHL athletes. We understand the unique financial challenges of players and can craft customized financial strategies that are tailored to your specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Money in the Making®
Money in the Making™ is a digital financial education program developed and designed specifically for the next generation of athletes, entertainers and emerging talent. We partnered with entertainers, creators, and athletes, such as NFL great Larry Fitzgerald, Jr. to create a new digital financial education program aims to help young athletes, entertainers and emerging talent in the sports and entertainment industry build and manage wealth.
Money in the Making | E*TRADEAre You On Track To Reach Your Financial Goals?
Our approach to wealth planning focuses on what is most meaningful to you. Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority. Leveraging our vast resources - included intellectual capital, experience and dedicated personal service - we can work with you to create a personalized strategy. Our approach to Wealth Management is formal yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve and to protect your goals.
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2026 Federal Tax Tables
The document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Access Tables Here
Thoughts on the Market Podcast
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
Listen to Podcasts Here
Global Investment Committee On the Markets
The report is a comprehensive document produced by Morgan Stanley's Global Investment Committee. It provides detailed analysis and insights into current market conditions, economic trends, and investment strategies.
On the Markets
Preferred Savings Program
Explore the benefits of this deposit product available exclusively to clients with an eligible Morgan Stanley brokerage account. Make the most of your idle cash with a competitive yield that helps keep your savings working for you.
Discover the Benefits of Our ProgramExperience
8300 Group at Morgan Stanley has 184 years of combined experience in the Financial Services industry.
Tom Drees
Tom began his career with the Audit Department at Big-Five Accounting firm KPMG. In 1991 he started his career in Wealth Management at Merrill Lynch where he worked until moving to Morgan Stanley in February 2008.
Named in Barron's Top 1200 Advisors from 2011-2025
2011-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2011-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Chad R. Ellman
Chad has over 20 years of experience in financial services, beginning his career at North Star Resource Group and later joining Merrill Lynch, where he focused on estate and investment planning for about a decade. In 2009, he moved his practice to Morgan Stanley, where he currently serves as a Financial Advisor and Chartered Retirement Planning Counselor. Chad is also a Family Wealth Advisor, specializing in managing complex generational wealth. He earned his B.S. degree from Mankato State University, where he also played football.
Jose Marrujo
Jose began his career in 1992 at the largest financial firm in Mexico where he was a Regional Director and Managing Producer for 7 years focusing on high net worth clients. In 2000, he immigrated to the US and joined Merrill Lynch before coming to Morgan Stanley in 2008.
Cheri A. McHugo
With more than a decade of experience in financial services, Cheri is dedicated to comprehensive financial planning and creating personalized wealth strategies aligned to clients' goals and evolving life circumstances. She earned a Bachelor of Science in Finance from Metropolitan State University and holds the Certified Financial Planner (CFP®) designation, which she obtained in 2018.
Derek Drees
Derek Drees holds a finance and marketing degree from Butler University, where he played baseball, and an MBA with a concentration in finance from the University of Arizona. Combining his experience in finance, marketing, and real estate, Derek provides tailored financial strategies to help clients achieve long-term success.
Jamie Johnson
Jamie Johnston joined Morgan Stanley in 2008 having worked in the financial services industry since 2002. Jamie graduated from Metropolitan State University in 2003 with a major in Finance and has worked with the team since 2006. Jamie and her husband Jake live in Prior Lake with their sons Jack and Leo.
Bridget Lueck
Bridget Lueck graduated from the University of Wisconsin, Stevens Point in 2007 with a double major in Business Administration and Economics. She joined Morgan Stanley and the team in 2008. She has earned the CERTIFIED FINANCIAL PLANNER™ designation. Bridget and her husband Mike live in Edina with their children Rylie, Trey, and Kennedy.
Beth Heidemann
With a career in the financial industry beginning in 1996, Beth brings nearly three decades of experience in operations, sales support, risk management, and leadership roles. She is dedicated to delivering exceptional customer service, consistently putting clients first and ensuring their needs are met with care and professionalism. Beth's approach focuses on building lasting relationships based on mutual respect and transparency.
About
One of our partners, Jose Marrujo, is a proud member of Morgan Stanley Global Sports & Entertainment, a division committed to serving the unique and complex financial needs of professional athletes and entertainers. Jose focuses on professional baseball players from Latin America.
Almost all of Jose’s clients know what it’s like for dreams to come true. They grew up in Latin America hoping to play major league baseball one day, and they had the talent and work ethic to reach that goal. Some are currently playing, some retired and others are still on the way up, but everyone has created great opportunities for themselves and their families. The goal is to help them make the most of those opportunities. Working with their agents and other members of their core advisory team, Jose offers the experience, expertise and resources to help them build a solid financial foundation for their futures.
Jose understands what it is like to succeed at an early age in a new country, where you may not speak the language or know the customs. He and the rest of our team are here to help you understand the system, solve problems and make smart financial decisions. Our job is to help you protect your money, provide for your family and invest for the future, so you can keep living the life you dreamed long after your baseball days are over.
Almost all of Jose’s clients know what it’s like for dreams to come true. They grew up in Latin America hoping to play major league baseball one day, and they had the talent and work ethic to reach that goal. Some are currently playing, some retired and others are still on the way up, but everyone has created great opportunities for themselves and their families. The goal is to help them make the most of those opportunities. Working with their agents and other members of their core advisory team, Jose offers the experience, expertise and resources to help them build a solid financial foundation for their futures.
Jose understands what it is like to succeed at an early age in a new country, where you may not speak the language or know the customs. He and the rest of our team are here to help you understand the system, solve problems and make smart financial decisions. Our job is to help you protect your money, provide for your family and invest for the future, so you can keep living the life you dreamed long after your baseball days are over.
International Wealth Management
International wealth management can be complex, as it involves navigating diverse financial regulations, tax laws, and market dynamics across different countries. At Morgan Stanley, we provide the expertise needed to simplify these challenges, offering personalized strategies to protect and grow your wealth in a global landscape.
The Head of International Wealth Management, Bobby Singh, describes how Morgan Stanley can make this a seamless process for international clients in a brief video.
Click here to watchThe Head of International Wealth Management, Bobby Singh, describes how Morgan Stanley can make this a seamless process for international clients in a brief video.
Location
8300 Norman Center Dr
Ste 1150
Bloomington, MN 55437
US
Direct:
(952) 921-1904(952) 921-1904
Toll-Free:
(952) 921-1980(952) 921-1980
Fax:
(612) 284-1072(612) 284-1072
Meet 8300 Group
Chad R. Ellman, CRPC®
Executive Director, Financial Advisor, Senior Portfolio Management Director, Family Wealth Advisor
Phone:
(952) 921-1980(952) 921-1980
Senior Vice President, International Client Advisor, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor
Phone:
(952) 921-1965(952) 921-1965
Cheri A. McHugo, CFP®
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(952) 921-1918(952) 921-1918
Phone:
(952) 921-1949(952) 921-1949
Jamie Johnston
Director of Business Strategy, Wealth Management, First Vice President
Phone:
(952) 921-1956(952) 921-1956
Bridget Lueck, CFP
Portfolio Management Associate Director, Wealth Management, First Vice President
Phone:
(952) 921-1983(952) 921-1983
Beth Heidemann
Vice President, Business Development Associate
Phone:
(952) 921-1976(952) 921-1976
About Thomas Drees
Tom Drees is a Managing Director and Financial Advisor with the 8300 Group at Morgan Stanley, where he works with families, business owners, executives, and professional athletes to help them make informed financial decisions and pursue what matters most to them.
For more than 30 years, Tom has guided people through some of the most important moments of their lives—building careers, selling businesses, raising families, transitioning into retirement, and planning what comes next. His goal has always been simple: help clients feel confident about their financial future and supported along the way.
Tom began his career after earning a degree in Accounting and Finance from Creighton University and joining KPMG Peat Marwick. He then spent 16 years at Merrill Lynch before joining Morgan Stanley in 2008. His background gives him a strong foundation in both the technical and personal sides of wealth management—from understanding the numbers to helping clients make decisions during times of change.
Tom's path to financial services was shaped by another demanding career: professional baseball. After being drafted by the Chicago White Sox, he spent six seasons playing at every level from A-ball to the Major Leagues while simultaneously pursuing his career at KPMG and Merrill Lynch. This experience gives him a distinct perspective when working with professional athletes—understanding the uncertainty of a sports career, the importance of planning early, and the need for guidance beyond the playing years.
Tom and his team work with clients to develop strategies across investments, retirement planning, cash flow management, and legacy planning, helping to bring clarity and structure to increasingly complex financial situations.
Tom's work has been recognized nationally. In 2021, 2022, 2023, and 2025 Barron's named him one of the Top 1,200 Financial Advisors in the United States and a Top 10 advisor in Minnesota. In 2024, 2025 and 2026, Forbes recognized The Drees Marrujo Group as a Best-In-State Wealth Management team.
Tom and his wife, Stephanie, live in Eden Prairie and have three adult children.
Disclosures
2021-2023, 2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2021-2023 & 2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2024 - 2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026) Data compiled by SHOOK Research LLC based for the 12 month period concluding in March of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
For more than 30 years, Tom has guided people through some of the most important moments of their lives—building careers, selling businesses, raising families, transitioning into retirement, and planning what comes next. His goal has always been simple: help clients feel confident about their financial future and supported along the way.
Tom began his career after earning a degree in Accounting and Finance from Creighton University and joining KPMG Peat Marwick. He then spent 16 years at Merrill Lynch before joining Morgan Stanley in 2008. His background gives him a strong foundation in both the technical and personal sides of wealth management—from understanding the numbers to helping clients make decisions during times of change.
Tom's path to financial services was shaped by another demanding career: professional baseball. After being drafted by the Chicago White Sox, he spent six seasons playing at every level from A-ball to the Major Leagues while simultaneously pursuing his career at KPMG and Merrill Lynch. This experience gives him a distinct perspective when working with professional athletes—understanding the uncertainty of a sports career, the importance of planning early, and the need for guidance beyond the playing years.
Tom and his team work with clients to develop strategies across investments, retirement planning, cash flow management, and legacy planning, helping to bring clarity and structure to increasingly complex financial situations.
Tom's work has been recognized nationally. In 2021, 2022, 2023, and 2025 Barron's named him one of the Top 1,200 Financial Advisors in the United States and a Top 10 advisor in Minnesota. In 2024, 2025 and 2026, Forbes recognized The Drees Marrujo Group as a Best-In-State Wealth Management team.
Tom and his wife, Stephanie, live in Eden Prairie and have three adult children.
Disclosures
2021-2023, 2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2021-2023 & 2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2024 - 2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026) Data compiled by SHOOK Research LLC based for the 12 month period concluding in March of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: OR, MN, SC, MO, ME, CO, CA, WI, TN, OH, NY, NH, NC, GA, AR, AL, TX, SD, IN, IA, DC, AZ, MS, IL, VA, NE, MI, FL, DE, PA, NJ, MA, ND, CT, NV, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253184
CA Insurance License #: 0B31120
AR Insurance License #: 568100
NMLS#: 1253184
CA Insurance License #: 0B31120
AR Insurance License #: 568100
About Chad R. Ellman
Chad has been in financial services for over 20 years and has been blessed with great mentors and successes. He knew at a young age he wanted to be a Financial Advisor and that dream has never waivered, however, what he didn't know at the time was how he would truly enjoy the relationships he has with his clients and that is the reason why he comes to work every day.
Chad began his career at North Star Resource Group and then eventually joined Merrill Lynch where Chad helped clients with estate and investment planning for approximately ten years. In 2009 Chad moved his growing practice to Morgan Stanley and is the team's Senior Financial Advisor and Chartered Retirement Planning Counselor.
In addition, as a Family Wealth Advisor, Chad is able to view and recommend strategies in managing complex generational wealth and inheritances for his clients. This is a unique firm designation and is often multifaceted in managing the family relationships and finances. With Chad's experience in this area, he is able to manage the process effectively and provide direction and guidance to clients in what can be a chaotic time in one's life.
Chad earned his B.S. degree from Mankato State University where he also played football. Chad and his wife, Stacy, reside in Victoria with their two daughters, Madison and Alexis. In his spare time, Chad enjoys hunting, fishing, golfing, and spending time with his family.
Chad began his career at North Star Resource Group and then eventually joined Merrill Lynch where Chad helped clients with estate and investment planning for approximately ten years. In 2009 Chad moved his growing practice to Morgan Stanley and is the team's Senior Financial Advisor and Chartered Retirement Planning Counselor.
In addition, as a Family Wealth Advisor, Chad is able to view and recommend strategies in managing complex generational wealth and inheritances for his clients. This is a unique firm designation and is often multifaceted in managing the family relationships and finances. With Chad's experience in this area, he is able to manage the process effectively and provide direction and guidance to clients in what can be a chaotic time in one's life.
Chad earned his B.S. degree from Mankato State University where he also played football. Chad and his wife, Stacy, reside in Victoria with their two daughters, Madison and Alexis. In his spare time, Chad enjoys hunting, fishing, golfing, and spending time with his family.
Securities Agent: VA, DC, WI, NH, ME, IA, SD, ND, MN, TX, OR, NE, MO, IN, FL, AL, MI, SC, NC, CT, CO, AZ, OH, NJ, GA, DE, CA, AR, WA, MS, TN, NY, NV, IL, PA, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1578874
NMLS#: 1578874
About Jose Marrujo
As a member of the Drees Marrujo Group at Morgan Stanley and Morgan Stanley Global Sports & Entertainment division, Jose works with emerging and veteran professional athletes, with a focused clientele of international players.
The business of being a professional athlete is complex and those who reach major league status benefit from a Financial Advisor who understands the ins-and-outs of the industry, how money flows from work to wallet and the variability of career span, lifestyle, health, longevity and more.
Jose has spent over 25 years honing his skills to understand and advise players in budgeting, planning, investing and making smart choices about their finances to last well past the time when they hang up their cleats and join the rest of us in normal land.
Designated as a Sports and Entertainment Director and International Wealth Specialist, Jose works with domestic and international clients and collaborates with their tax and legal advisors to coordinate financial strategies, estate planning and other issues unique to being a pro athlete.
Jose began his career at the largest financial firm in Mexico, Banamex, before immigrating to the United States in 2000. Jose and his wife Melissa and live in Chanhassen and have three children, William, Michael and Anthony.
The business of being a professional athlete is complex and those who reach major league status benefit from a Financial Advisor who understands the ins-and-outs of the industry, how money flows from work to wallet and the variability of career span, lifestyle, health, longevity and more.
Jose has spent over 25 years honing his skills to understand and advise players in budgeting, planning, investing and making smart choices about their finances to last well past the time when they hang up their cleats and join the rest of us in normal land.
Designated as a Sports and Entertainment Director and International Wealth Specialist, Jose works with domestic and international clients and collaborates with their tax and legal advisors to coordinate financial strategies, estate planning and other issues unique to being a pro athlete.
Jose began his career at the largest financial firm in Mexico, Banamex, before immigrating to the United States in 2000. Jose and his wife Melissa and live in Chanhassen and have three children, William, Michael and Anthony.
Securities Agent: NC, NM, NH, ND, MO, MN, ME, IN, FL, CT, CO, AL, VA, PA, NY, GA, IL, CA, AZ, TX, SD, NJ, MS, MA, DE, SC, OR, TN, NV, NE, MI, MD, IA, DC, WI, WA, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285016
CA Insurance License #: 0F19876
NMLS#: 1285016
CA Insurance License #: 0F19876
About Cheri A. McHugo
With over a decade of diverse experience in financial services, Cheri brings a distinctive role to the 8300 Group. Dedicated to comprehensive financial planning, she is widely respected for her steadfast commitment to client service and education. Cheri focuses on developing a deep understanding of each client’s goals and priorities, enabling her to design personalized wealth strategies that can evolve alongside changing life circumstances.
Cheri earned a Bachelor of Science in Finance from Metropolitan State University and obtained the Certified Financial Planner® (CFP®) designation in 2018, reflecting her expertise and continued commitment to delivering exceptional guidance for her clients.
Cheri and her husband, Tim, live in Maple Grove and have two adult sons.
Cheri earned a Bachelor of Science in Finance from Metropolitan State University and obtained the Certified Financial Planner® (CFP®) designation in 2018, reflecting her expertise and continued commitment to delivering exceptional guidance for her clients.
Cheri and her husband, Tim, live in Maple Grove and have two adult sons.
Securities Agent: DC, AL, NJ, ND, OH, NY, TX, NV, MI, GA, SC, IA, FL, VA, SD, DE, IL, CA, WI, OK, MA, TN, MN, CO, AZ, WA, NE, NC, MS, MO, IN, OR, NH, ME, PA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1813214
NMLS#: 1813214
About Derek Drees
Derek Drees graduated from Butler University with a bachelor’s degree in finance and marketing and later completed an MBA with a concentration in finance. While at Butler, he competed on the baseball team, earning academic and all-conference honors in both the Big East and the Pac 12. In his final year, he moved to Tucson to play for the University of Arizona while completing a Certificate in Real Estate Development with a focus on finance.
His background in finance, marketing, and real estate, combined with the discipline gained from athletics, equips him to offer well-rounded financial strategies tailored to clients' unique needs. Derek is committed to helping clients achieve long-term financial success through thoughtful planning and proactive management.
In his free time, he enjoys staying active with pickleball, basketball, and golf, and finds joy in cooking challenging meals.
His background in finance, marketing, and real estate, combined with the discipline gained from athletics, equips him to offer well-rounded financial strategies tailored to clients' unique needs. Derek is committed to helping clients achieve long-term financial success through thoughtful planning and proactive management.
In his free time, he enjoys staying active with pickleball, basketball, and golf, and finds joy in cooking challenging meals.
Securities Agent: MI, TX, NV, CT, AZ, AR, AL, SD, NJ, MO, MN, TN, PA, IN, NY, NE, DC, WI, SC, ND, CA, OH, NC, MS, IA, GA, CO, OR, MA, IL, WA, ME, VA, NH, FL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2665979
NMLS#: 2665979
About Jamie Johnston
Jamie Johnston joined Morgan Stanley in 2008 having worked in the financial services industry since 2002. Jamie graduated from Metropolitan State University in 2003 with a major in Finance and has worked with the team since 2006. Jamie and her husband Jake live in Prior Lake with their sons Jack and Leo.
CA Insurance License #: 0G72492
AR Insurance License #: 14291356
AR Insurance License #: 14291356
About Bridget Lueck
Bridget Lueck graduated from the University of Wisconsin, Stevens Point in 2007 with a double major in Business Administration and Economics. She joined Morgan Stanley and the team in 2008. She has earned the CERTIFIED FINANCIAL PLANNER designation. Bridget and her husband Mike live in Edina with their 3 children.
*Disclaimer: This role cannot solicit or provide investment advice
*Disclaimer: This role cannot solicit or provide investment advice
CA Insurance License #: 0G72812
AR Insurance License #: 14204830
AR Insurance License #: 14204830
About Beth Heidemann
With a career in the financial industry spanning back to 1996, Beth brings almost 3 decades of experience across operations, sales support, risk management and leadership roles. Throughout every role, one principle has remained constant: delivering exceptional customer service. Beth takes pride in putting clients first – listening closely, responding promptly, and ensuring their needs are met with care, accuracy, and professionalism. Her goal is to create lasting relationships build on mutual respect, transparency, and a genuine commitment to helping clients.
Beth is married and lives in Champlin with her husband, Doug. She enjoys spending time with her family, which includes 2 young adult children and 2 dogs.
Beth is married and lives in Champlin with her husband, Doug. She enjoys spending time with her family, which includes 2 young adult children and 2 dogs.
Contact Thomas Drees
Contact Chad R. Ellman
Contact Jose Marrujo
Contact Cheri A. McHugo
Contact Derek Drees
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact 8300 Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan 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
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan 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
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
