Anthem Point Group at Morgan Stanley

A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. He is a partner at the Anthem Point Group and brings significant knowledge to the team with his vast array of industry and firm credentials and prior experience. With care and commitment, Troy helps to empower clients to achieve new levels of success. He enjoys educating clients on how to create and execute an effective financial plan, generate an ongoing income stream in retirement, and make more confident decisions about their wealth. His primary responsibilities for the team include portfolio construction and investment selection.

Prior to joining Morgan Stanley, Troy was a Vice President and Side-Sell Equity Research Analyst for three years at Sterne Agee & Leach, an independent brokerage firm where he worked with one of the top performing semiconductor teams on Wall Street. Troy began his career in Chicago as an Associate in Morgan Stanley’s Asset Management division. He was also an Investment Banking Associate at Metronome Partners (focused on Middle Market Mergers, Acquisitions and Advisory) and a Senior Analyst at Goldman Sachs Investment Management.

Troy is dedicated to professional development. Throughout his career, he has continued to expand his skillset by undertaking various advanced courses of study. Industry credentials include: Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP^®), Certified Investment Management Analyst^® (CIMA^®), Long-Term Care (CLTC), Chartered Life Underwriter (CLU^®) Certified Private Wealth Advisor (CPWA^®), Retirement Income Certified Professional (RICP^®) and Chartered Alternative Investment Analyst (CAIA). He also achieved important firm designations at Morgan Stanley, which include Alternative Investments Director, Family Wealth Advisor, and Workplace Advisor - Equity Compensation. Troy was named to Morgan Stanley’s Pacesetter’s Club, a recognition that honors top young financial advisors at the firm, four consecutive years.

Troy earned his M.B.A. and M.S. in Finance from DePaul University, where he currently serves as a board member on the University Financial Advisory Board. Troy is a graduate of Western Michigan University, where he earned his B.B.A. in Personal Financial Planning.

Outside of the office, Troy enjoys golfing, offshore fishing, reading, and traveling.

Troy holds his series 7, 63, 66, 86, 87 Life, Health and Long-Term Care Insurance Licenses.

Peter C. Kofflin
Financial Advisor

As a Financial Advisor at the Anthem Point Group at Morgan Stanley, Peter works with clients to help them build, preserve and manage wealth through all stages of life. Adhering to a wealth management process, Peter leverages his 18 years of industry experience to deliver individuals, families, businesses and not-for-profits with comprehensive wealth management strategies, tailoring products and services to help them meet their financial goals.

Born and raised in Jackson, Michigan, Peter has always had an interest in finance and always enjoyed helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. After graduating from Western Michigan University with a degree in Business Administration, Peter began his career at Smith Barney, a predecessor firm of Morgan Stanley. As a Portfolio Associate, he worked with multiple wealth advisory teams, providing direct business and client service support to a diverse range of clientele. It was through this experience that Peter built his ability to help navigate clients through changing market environments and challenging life events through the delivery of world- class client service and solutions.

In 2018, Peter was promoted to Business Service Manager and was responsible for overseeing the operations, client service delivery and business management of multiple Morgan Stanley branch locations in Michigan. In 2021, he took the opportunity to join the Anthem Point Group as a Financial Advisor Associate. In this new role, Peter will continue to coordinate the ongoing business management activities of the practice, while also working directly with clients to develop dynamic wealth strategies, tailoring products and services to help them meet their financial goals.

With an emphasis on financial planning, Peter enjoys taking the time to get to know each client so he can develop a plan that meets their unique situation and goals. His process begins with asking the right questions and actively listening. This ongoing dialogue serves as the foundation for the development of a comprehensive plan that reflects each client’s goals for the future. Peter takes great pride in knowing he is making a significant impact on the quality of his clients’ lives and enjoys seeing each plan come to fruition.

Peter and his wife, Kelly, have two children, Vivian and JP. Peter enjoys traveling with his family, spending time in the great outdoors and volunteering his time and talents to support non-profits, service clubs and initiatives within his community.

Peter holds his Series 7, 63, 66, 9 and 10 licenses.


Morgan Stanley Smith Barney LLC. Member SIPC.
CRC#3939000 12/2021

Anthony Barst is a financial advisor with the Anthem Point Group at Morgan Stanley. He focuses on working with high net worth families, business owners & corporate executives to help identify and prioritize their wishes while seeking to achieve their long term goals. Anthony's passion for advising clients across all phases of their financial life comes from his deep interest in helping people navigate an increasingly complex financial world. As the global landscape is ever changing, Anthony believes giving clients access to Morgan Stanley's best thinking across investments, lending & financial planning may deliver superior outcomes while minimizing worry.

Anthony began his career at J.P. Morgan's Private Bank where he spent over a decade most recently working as a Vice President & Investment Specialist. He provided comprehensive advice across banking, lending, investments and estate planning while developing a deep understanding of how clients view their wealth. He built customized portfolios across equities, fixed income and alternative assets to achieve the desired objectives.

Anthony has worked with a wide variety of clients from business owners to corporate executives to retirees. He has helped many business owners transition from owning an operating business to retirement while helping to ensure their assets would sustain their lifestyle. He has also helped professionals earning an income transition to using their assets as a primary source of income while keeping in mind the most important question: How much is enough to achieve everything I want?

Anthony is a CFA charter holder and member of the CFA Society of Detroit. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

He received his bachelor's degree from Michigan State University's Eli Broad College of Business in Finance and has also served as a board member on the Finance Association Advisory Board at Michigan State University.

In his spare time Anthony enjoys spending time with his wife and two daughters, playing golf and spending time in northern Michigan.

Ted Bienko is a Financial Advisor Associate with the Anthem Point Group at Morgan Stanley. With over 20 years’ experience in the financial services industry Ted has held many different roles in lending, banking and investments. This allows him to provide knowledgeable counsel in all areas of his client’s finances while leveraging the industry leading solutions available on the Morgan Stanley platform. The personal CFO for his clients, Ted, helps them achieve their goals and objectives in a cost effective and tax efficient manner.

Ted’s holistic planning process addresses the investment, asset protection, insurance, and wealth transfer needs of his clients while coordinating closely with their trusted advisors (CPAs, Estate Attorneys, etc..). As Chartered Retirement Planning Counselor (CRPC^®) Ted works with clients to develop income streams in retirement using many different strategies tailored to the client’s individual needs. While working in collaboration with the rest of the group, Teds primary responsibilities include fostering relationships with business owners and high net worth individuals along with their families.

When Ted is away from the office, he enjoys spending quality time with his wife Roxanne and daughter Isabella. Extremely passionate about self-improvement, Ted is constantly reading and acquiring new skills in many different genres. Our industry has moved into a new phase , building relationships, and adding value to our clients’ financial lives is the future of wealth management.

Ted holds his Series 7,66 & SIE licenses.

As a Client Service Associate with the Anthem Point Group, Paul works diligently to deliver consistent, responsive and quality care to our clients. A consummate professional, Paul is involved in all aspects of client service including general account support, funds transfer requests and new client onboarding. Often the first point of contact, Paul has proven himself to be a capable and seasoned resource for the clients we serve.

Upon graduating high school from his hometown of Stockbridge, Michigan, he joined the Air Force where he served for four years. He then attended Lansing Community College to complete his associates degree before transferring to Michigan State University to earn his Bachelor’s degree in Communications. During his senior year, he worked as an intern with Morgan Stanley and upon graduation, he joined the team full-time in 2018 having demonstrated his strong skillsets in delivering world-class customer care.

After traveling the country while in the Air Force, Paul has enjoyed settling down in Mason with his children Austin and Eli.