Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(402) 399-6150(402) 399-6150
Cibola Group at Morgan Stanley
Direct:
(402) 399-6303(402) 399-6303
Toll-Free:
(800) 228-3309(800) 228-3309
Our Mission Statement
Working with clients like you to build financial independence through customized investment & financial strategies designed to suit YOU - we help you preserve & grow wealth for all of life's goals.
Our Story
The Cibola Group has been built to provide our clients with
excellent service, advice and investment management. With over 135 years of combined industry experience, we have the perspective and knowledge that only time can bring. We represent four distinct generations and have found our diversity helpful in serving our clients.
Founded in 2011, the group traces its name to the mythical ‘Seven Cities of Gold’ in the American Southwest. As the team has grown over the years, so too has our ability to serve our clients.
We firmly believe that a customized approach to each client is required and that is reflected not only in our investment philosophy but also the service, advice, and planning that goes into each relationship. A foundational principal of the team is that investors should understand what they own – therefor we specialize in building portfolios of individual stocks and bonds. Our practice is based around the core philosophy that we must block out the noise and focus on the big picture. We refer to our approach as the Ark Method because we believe you get credit for building Arks, not for predicting rain! We take that same approach with our clients.
excellent service, advice and investment management. With over 135 years of combined industry experience, we have the perspective and knowledge that only time can bring. We represent four distinct generations and have found our diversity helpful in serving our clients.
Founded in 2011, the group traces its name to the mythical ‘Seven Cities of Gold’ in the American Southwest. As the team has grown over the years, so too has our ability to serve our clients.
We firmly believe that a customized approach to each client is required and that is reflected not only in our investment philosophy but also the service, advice, and planning that goes into each relationship. A foundational principal of the team is that investors should understand what they own – therefor we specialize in building portfolios of individual stocks and bonds. Our practice is based around the core philosophy that we must block out the noise and focus on the big picture. We refer to our approach as the Ark Method because we believe you get credit for building Arks, not for predicting rain! We take that same approach with our clients.
Services Include
- Asset Management
- Corporate Retirement PlansFootnote1
- Professional Portfolio ManagementFootnote2
- Qualified Retirement PlansFootnote3
- 401(k) Rollovers
- Corporate BondsFootnote4
- Divorce Financial AnalysisFootnote5
- Estate Planning StrategiesFootnote6
- Financial PlanningFootnote7
- Municipal BondsFootnote8
- Retirement PlanningFootnote9
- Trust AccountsFootnote10
- Wealth ManagementFootnote11
- Wealth PlanningFootnote12
- Stock Plan ServicesFootnote13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Individuals & Families
Business Services
Welcome to our Business Services Hub, where financial excellence meets tailored solutions for your enterprise. As a dedicated advisory team, we specialize in providing comprehensive services designed to elevate your business's financial well-being. From strategic financial planning to investment management and risk mitigation, our team is well-equipped to navigate the complexities of the corporate landscape. Whether you're seeking to optimize cash flow, enhance employee benefits, or plan for long-term growth, our business-focused services are crafted to meet your unique needs.
- Asset Management
- Professional Portfolio Management
- Corporate Retirement Plans
- Qualified Retirement Plans
- DVP/RVP
Process & Service Level:
Running your business is and should continue to be your focus. We help you do that by taking the burden off your shoulders but leaving the control in your hands. Whether it's managing a portfolio of investments for the business or creating and servicing a company-wide retirement plan, we bring you a suite of services and guide you through the setup and ongoing maintenance processes. Utilizing a list of internal and external partners, we strive to provide the very best in service and an all-encompassing list of solutions.
Business Retirement Benefits:
There is a wide array of plans you can make use of for the benefit of you and your employees. We help simplify the process of selecting the right plan for your business, using real data to show the pros and cons of each option. With a comprehensive list of partners, we will guide you in finding the ones that fit your needs best. When it comes to implementation, our job is to meet with every employee to explain the plan and its benefits and get them enrolled. We also offer ongoing financial planning services for participants in the plan.
Asset Management:
For businesses and organizations that invest in the markets, we offer both advisory and transactional services. You'll have access to Morgan Stanley's expertise, market-leading research, and tax-planning services. We have years of experience that we'll bring to bear for your organization. Our access to markets is second to none and we strive to provide reliable service and responsiveness. Let us help your business reach its goals.
List of Services:
Our Process
At the Cibola Group at Morgan Stanley, we understand that every individual's financial situation is distinct, and we're committed to providing personalized guidance and tailored solutions to help you achieve your goals. Identifying these goals begins with a solid understanding of each situation, objectives, and risk tolerance. We follow a disciplined approach that allows us to help you get there.
Gathering an In-Depth View of Your Financial Journey
During our initial discussion, we focus on understanding your family dynamics, aspirations, lifestyle, and interests comprehensively. Collaboratively, we'll assess your financial standing by delving into your existing investment portfolio, savings, spending habits, and overarching perspectives on financial markets. This thorough examination enables us to craft a personalized strategy tailored specifically to you and your family's needs and goals.
Making Recommendations
In the following stage of our process. we'll delve into the crucial elements of your financial landscape. This entails thorough discussions on tax efficiency, capital gains, portfolio risk assessment, and strategic financial and estate planning. Depending on your life stage, we'll also explore education planning, tax-efficient withdrawal strategies including required minimum distributions, and effective retirement preparations. Lastly, we'll collaborate on optimizing your ongoing cash flow and liability management strategy to help ensure a comprehensive approach to your financial well-being.
Execution, Oversight, and Responsibility
This stage is undeniably crucial as it necessitates action from both you and our team. While the recommendations will be implemented internally, your active participation is paramount in executing the discussed plan. To help ensure successful implementation, we will convene periodically throughout the year to review your plan's progress end make any necessary updates. Attempting to give exemplary client service end communication is our top priority, and we are readily available to assist you whenever needed.
Location
13625 California Street
Suite 400
Omaha, NE 68154
US
Direct:
(402) 399-6303(402) 399-6303
Toll-Free:
(800) 228-3309(800) 228-3309
445 Lake St
W Suite 320
Wayzata, MN 55391
US
Direct:
(952) 475-4300(952) 475-4300
300 Cherapa Place
Suite 503
Sioux Falls, SD 570103
US
Direct:
(605) 357-2276(605) 357-2276
Meet Cibola Group
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(402) 399-6330(402) 399-6330
Phone:
(402) 399-6149(402) 399-6149
Phone:
(952) 475-4333(952) 475-4333
Brian Stern
Financial Advisor
Phone:
(605) 357-2276(605) 357-2276
Phone:
(952) 475-4332(952) 475-4332
Jason Phillips
Business Development Director
Phone:
(952) 475-4155(952) 475-4155
Ellie Sweet
Portfolio Associate
Phone:
(402) 399-6303(402) 399-6303
Keighley Spott, CRPC®*
Portfolio Associate, Financial Planning Specialist
Phone:
(952) 475-4186(952) 475-4186
About Matthew Shalhoob
Matt Shalhoob is currently a Senior Portfolio Management Director and Senior Vice President at the Cibola Group. With more than 24 years of experience, he is the lead investment manager for the Cibola group, handling the composition and construction of client portfolios and providing consultation and general oversight of team investing activities. Matt is as passionate about education as he is about investing and financial management.
After receiving his undergraduate degree in Finance and Economics from Creighton University, he returned to get his MBA in 2005 and now serves there as an Adjunct Professor. Not one to accept the status quo, Matt went on to get his CERTIFIED FINANCIAL PLANNER™ certificate in 2010. Additionally, Matt received Morgan Stanley’s Family Wealth Advisor designation in 2016.
Matt grew up in the town of Bismarck, ND. He followed his parent’s footsteps to Creighton University and soon thereafter put down roots in Omaha with his wife, Kami. After beginning his career in the Energy business, Matt found his passion as an Advisor in 2000 with Edward Jones. Matt moved his practice to Smith Barney in 2006, which became part of Morgan Stanley soon after in 2008. Matt has since built a team of trusted professionals around him under the Cibola Group name (the name of his first employer in the energy business – Cibola Energy).
Matt and Kami are the proud parents of 3 boys and as a family are ardent world travelers. Matt is an avid reader and golf enthusiast amongst his many activities that also include snow skiing and visiting historic venues. You will also find Matt and family at many local and regional sporting events including Nebraska Football, Creighton Basketball, UNO Maverick Hockey and the Kansas City Chiefs.
After receiving his undergraduate degree in Finance and Economics from Creighton University, he returned to get his MBA in 2005 and now serves there as an Adjunct Professor. Not one to accept the status quo, Matt went on to get his CERTIFIED FINANCIAL PLANNER™ certificate in 2010. Additionally, Matt received Morgan Stanley’s Family Wealth Advisor designation in 2016.
Matt grew up in the town of Bismarck, ND. He followed his parent’s footsteps to Creighton University and soon thereafter put down roots in Omaha with his wife, Kami. After beginning his career in the Energy business, Matt found his passion as an Advisor in 2000 with Edward Jones. Matt moved his practice to Smith Barney in 2006, which became part of Morgan Stanley soon after in 2008. Matt has since built a team of trusted professionals around him under the Cibola Group name (the name of his first employer in the energy business – Cibola Energy).
Matt and Kami are the proud parents of 3 boys and as a family are ardent world travelers. Matt is an avid reader and golf enthusiast amongst his many activities that also include snow skiing and visiting historic venues. You will also find Matt and family at many local and regional sporting events including Nebraska Football, Creighton Basketball, UNO Maverick Hockey and the Kansas City Chiefs.
Securities Agent: AZ, TX, TN, NH, KS, ID, HI, CA, AL, SD, SC, IL, DE, RI, VI, NE, NC, MT, MO, MN, MI, DC, CT, WY, UT, NY, FL, OR, OK, OH, NM, LA, KY, IN, CO, AR, WI, VA, PA, NV, MS, MD, GA, IA, WA, NJ, ND, MA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265101
NMLS#: 1265101
About Tim Bastian
Tim Bastian grew up in a small manufacturing town near Buffalo, NY. After graduating from high school, he completed an Associate in Science degree in Computer Science at Jamestown Community College. Looking for greater academic challenges, he applied for, and was awarded an Air Force ROTC scholarship to attend Penn State University. While at Penn State he completed a Bachelor’s degree in Quantitative Business Analysis and earned an officer’s commission into the United States Air Force as a Second Lieutenant.
He served on active duty from 1985 to 1992, reaching the rank of Captain. He had assignments in Biloxi, MS and near Boston, MA before being selected for an academic fellowship sponsored by the United States Air Force Academy. His fellowship assignment was to complete an M.A. degree in Economics in The Maxwell School of Citizenship & Public Affairs at Syracuse University. Upon completing the degree, his next assignment was to join the Economics faculty at the Academy where he taught for two years before his honorable separation from the military. After the Air Force he spent the next ten years in Pittsburgh and Harrisburg, PA working for several large managed health care and dental insurance companies.
In 2003, Tim and his family moved to Omaha and he started his career as a financial advisor. After spending eleven years at independent firm, he joined Morgan Stanley in 2014 and subsequently joined the Cibola Group in 2020.
Tim’s love of the classroom and teaching economics continued long after leaving the Air Force Academy’s faculty. He also holds the position of Clinical Instructor of Economics in Creighton University’s Heider College of Business, where he teaches classes in microeconomics, macroeconomics, health care economics, introductory finance, and an occasional MBA course.
Tim and his wife Paula reside in Omaha and have been married for 38 years.
They have five adult children and five grandchildren. Tim is a Finance Committee member for Mount Michael Benedictine High School in the Omaha area.
He served on active duty from 1985 to 1992, reaching the rank of Captain. He had assignments in Biloxi, MS and near Boston, MA before being selected for an academic fellowship sponsored by the United States Air Force Academy. His fellowship assignment was to complete an M.A. degree in Economics in The Maxwell School of Citizenship & Public Affairs at Syracuse University. Upon completing the degree, his next assignment was to join the Economics faculty at the Academy where he taught for two years before his honorable separation from the military. After the Air Force he spent the next ten years in Pittsburgh and Harrisburg, PA working for several large managed health care and dental insurance companies.
In 2003, Tim and his family moved to Omaha and he started his career as a financial advisor. After spending eleven years at independent firm, he joined Morgan Stanley in 2014 and subsequently joined the Cibola Group in 2020.
Tim’s love of the classroom and teaching economics continued long after leaving the Air Force Academy’s faculty. He also holds the position of Clinical Instructor of Economics in Creighton University’s Heider College of Business, where he teaches classes in microeconomics, macroeconomics, health care economics, introductory finance, and an occasional MBA course.
Tim and his wife Paula reside in Omaha and have been married for 38 years.
They have five adult children and five grandchildren. Tim is a Finance Committee member for Mount Michael Benedictine High School in the Omaha area.
Securities Agent: RI, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY, AL, DC, DE, HI, KY, LA, MD, NH, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1316531
NMLS#: 1316531
About Joe Finelli
Joe joined the Cibola Group in 2016, bringing 10 years of Corporate Finance experience with him. He has helped broaden the team’s portfolio management and financial planning capabilities and services. Joe works hard to develop an intimate understanding of his client’s needs and goals; priding himself on the ability to bring new ideas and a fresh perspective to the table.
Joe was born and raised in Eden Prairie, MN, where he developed a passion for personal financial management under the tutelage of his father and grandfather. He went on to attend Iowa State University and received a bachelor’s degree in Finance & Management. Moving into a career in corporate finance, Joe spent 6 years in Minneapolis with Ecolab, Inc. before calling Omaha, NE home along with his wife, Amanda - an Omaha area native. The two live in Omaha with their daughter Audrey and son Jacob.
Beyond spending time with family, Joe enjoys playing Hockey, cycling, and occasionally playing the drums. He is passionate about supporting and developing the Omaha community and spends a great deal of time with several organizations to that end, including the Omaha Conservatory of Music, Angel Guardians Inc., Omaha Venture Group, as well as various chamber and networking organizations.
Joe was born and raised in Eden Prairie, MN, where he developed a passion for personal financial management under the tutelage of his father and grandfather. He went on to attend Iowa State University and received a bachelor’s degree in Finance & Management. Moving into a career in corporate finance, Joe spent 6 years in Minneapolis with Ecolab, Inc. before calling Omaha, NE home along with his wife, Amanda - an Omaha area native. The two live in Omaha with their daughter Audrey and son Jacob.
Beyond spending time with family, Joe enjoys playing Hockey, cycling, and occasionally playing the drums. He is passionate about supporting and developing the Omaha community and spends a great deal of time with several organizations to that end, including the Omaha Conservatory of Music, Angel Guardians Inc., Omaha Venture Group, as well as various chamber and networking organizations.
Securities Agent: KS, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, RI, MA, NJ, NH, MD, LA, KY, DE, DC, AL, CT, CO, CA, AZ, AR, WY, FL, GA, HI, IA, ID, IL, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2630537
NMLS#: 2630537
About Nicholas Stern
Nicholas joined the Cibola Group in 2018, bringing his 7 years of industry experience with him. In his time with us, he has obtained the CFA and CFP® designations. Based in Wayzata, MN, he has expanded the team’s ability to serve clients in the Twin Cities Metro area as well as nationwide. Nicholas’ analytical capabilities and industry background are brought to bear in portfolio construction and asset management. He works to develop creative solutions for clients and build his client’s understanding of their financial picture and how their assets can work best for them.
Born and raised in Sioux Falls, SD, Nicholas moved to Minneapolis in 2013 to attend Bethel University. Active in the university and his pursuits, he was part of the Business and Economics Association, Investments Club as well as serving as a Tutor for Finance and Accounting and a Teacher’s Assistant in Microeconomics. He received a degree in Economics and Finance from Bethel in 2017, but not before getting real-world experience at Luebeck Wealth Management in Bloomington, MN as an Intern. Soon after graduating, Nicholas joined LoCorr Funds in Excelsior, MN as a Junior analyst. After 2 years at LoCorr, he was recruited to join the Cibola Group at Morgan Stanley.
Nicholas married Emily Stern, a Twin Cities native, in the summer of 2018 and they now call Plymouth, MN home. He has a passion for travel and also enjoys spending time playing basketball, golfing, hunting with family in South Dakota, as well as being an active member of his church.
Born and raised in Sioux Falls, SD, Nicholas moved to Minneapolis in 2013 to attend Bethel University. Active in the university and his pursuits, he was part of the Business and Economics Association, Investments Club as well as serving as a Tutor for Finance and Accounting and a Teacher’s Assistant in Microeconomics. He received a degree in Economics and Finance from Bethel in 2017, but not before getting real-world experience at Luebeck Wealth Management in Bloomington, MN as an Intern. Soon after graduating, Nicholas joined LoCorr Funds in Excelsior, MN as a Junior analyst. After 2 years at LoCorr, he was recruited to join the Cibola Group at Morgan Stanley.
Nicholas married Emily Stern, a Twin Cities native, in the summer of 2018 and they now call Plymouth, MN home. He has a passion for travel and also enjoys spending time playing basketball, golfing, hunting with family in South Dakota, as well as being an active member of his church.
Securities Agent: NH, RI, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY, NJ, DE, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1847125
NMLS#: 1847125
About Brian Stern
Brian is the newest addition to the Cibola Group, but certainly is not new to the financial industry. After graduating from the University of South Dakota with a Bachelor Degree in Business Management, he started his career in Phoenix, AZ in the mortgage lending industry. Brian, and his wife Tamara, moved back to South Dakota in 1990 where he traveled several states working with local businesses and insurance agencies in the employee benefits industry for nearly 15 years. Prior to joining the Cibola Group and Morgan Stanley, he spent 16 years in the energy business, serving customers across the Midwest.
Brian has a heart for serving his client’s needs and is an excellent advocate. His diverse background assists clients in strategies that covers all aspects of their wealth planning needs. Brian has a passion for getting to know his clients and has been quoted saying “it’s not work when you’re spending time helping your friends everyday”. Based in Sioux Falls, he has expanded the Cibola Group’s ability to serve clients across the Midwest and especially South Dakota.
Brian is married to Tamara for over 35 years and have three adult married children, including Nick Stern of the Cibola Group, all residing in the Minneapolis area.
Brian has a heart for serving his client’s needs and is an excellent advocate. His diverse background assists clients in strategies that covers all aspects of their wealth planning needs. Brian has a passion for getting to know his clients and has been quoted saying “it’s not work when you’re spending time helping your friends everyday”. Based in Sioux Falls, he has expanded the Cibola Group’s ability to serve clients across the Midwest and especially South Dakota.
Brian is married to Tamara for over 35 years and have three adult married children, including Nick Stern of the Cibola Group, all residing in the Minneapolis area.
Securities Agent: WI, SD, OK, PA, FL, MO, DC, MT, NC, OR, GA, TN, VA, WA, TX, IL, KS, MA, KY, MN, MI, MS, ID, NV, NY, ND, IA, AL, AZ, CA, CO, WY, UT, SC, OH, NM, NE, MD, IN, HI, CT, AR, DE, NJ, LA, NH, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2306519
NMLS#: 2306519
About Grant Walters
Grant joined the Cibola Group in 2022, bringing 6 years of Corporate Finance experience with him. Based in Wayzata, MN, he has helped the team expand their reach in the Twin Cities area as well as across the country. Grant has a servant’s heart for his clients and works hard to create financial plans that help his clients prepare for their futures and meet their goals.
Grant was born and raised in Minnetonka, MN, and attended Bethel University in 2013. He was the president of the Business and Economics Association and competed on the track and field team throwing the shotput and javelin. Before graduating with a degree in Finance and Marketing from Bethel in 2017, he was an intern at UnitedHealth Group. Immediately after graduation, he started working in the healthcare industry at UnitedHealth Group and Prime Therapeutics where he worked for 6 years before coming to Morgan Stanley.
Grant married Taylor Walters, in the winter of 2020 and now reside in Chaska, MN. They have a son named George who was born in early 2022 and an English Setter name Duke. They enjoy golfing, traveling, going to their cabin in Northern MN, and being an active member at Grace Church in Eden Prairie.
Grant was born and raised in Minnetonka, MN, and attended Bethel University in 2013. He was the president of the Business and Economics Association and competed on the track and field team throwing the shotput and javelin. Before graduating with a degree in Finance and Marketing from Bethel in 2017, he was an intern at UnitedHealth Group. Immediately after graduation, he started working in the healthcare industry at UnitedHealth Group and Prime Therapeutics where he worked for 6 years before coming to Morgan Stanley.
Grant married Taylor Walters, in the winter of 2020 and now reside in Chaska, MN. They have a son named George who was born in early 2022 and an English Setter name Duke. They enjoy golfing, traveling, going to their cabin in Northern MN, and being an active member at Grace Church in Eden Prairie.
Securities Agent: HI, MD, NE, OH, UT, SC, WY, WI, WA, VA, TX, TN, SD, PA, OR, OK, NY, NV, NM, ND, NC, MT, MS, MO, MN, MI, IN, MA, KY, KS, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ, AR, AL, DE, LA, NH, NJ, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2609897
NMLS#: 2609897
About Jason Phillips
Jason Phillips is currently the Director of Business Development for the Cibola Group. He brings over 30 years of industry experience to the team. Jason guides and educates clients; helping them to reach their goals through financial planning and collaborating with the team. Jason’s role is to assist clients to find the best solution for their situation and goals-based needs.
Jason grew up in Scandia, Minnesota which is about 45 minutes north of the Twin Cities. He received his undergraduate degree at the University of Minnesota - Twin Cities. Shortly after graduation, he started working as a Stockbroker at Scottsdale Securities, later known as Scottrade. In 2001, Jason became a Branch Manager, at Scottrade, until 2018 when he moved to E*TRADE as a Financial Consultant. Jason joined the Morgan Stanley family in 2024.
Jason has been married to his lovely wife and Registered Nurse, JoAnn, since 2005. He is a proud father of three daughters: Veronica, Marcella and Leighton. In his spare time, Jason enjoys spending time with family and friends, and watching all manner of sporting events. He also enjoys traveling and fantasy sports, especially fantasy football!
Jason grew up in Scandia, Minnesota which is about 45 minutes north of the Twin Cities. He received his undergraduate degree at the University of Minnesota - Twin Cities. Shortly after graduation, he started working as a Stockbroker at Scottsdale Securities, later known as Scottrade. In 2001, Jason became a Branch Manager, at Scottrade, until 2018 when he moved to E*TRADE as a Financial Consultant. Jason joined the Morgan Stanley family in 2024.
Jason has been married to his lovely wife and Registered Nurse, JoAnn, since 2005. He is a proud father of three daughters: Veronica, Marcella and Leighton. In his spare time, Jason enjoys spending time with family and friends, and watching all manner of sporting events. He also enjoys traveling and fantasy sports, especially fantasy football!
About Ellie Sweet
With more than 22 years of brokerage experience, Ellie is a valuable member of the Cibola Group. As a Portfolio Associate, she supports the team on administrative matters and is a one-stop shop for client questions and concerns. Working closely with clients on their day-to-day business and investing needs, Ellie is an integral part of our ongoing communication with our clients. Ellie has a true passion for helping others and provides our customers superior care.
Ellie enjoys spending time with her husband and 3 children, who keep her very busy with carpooling, sports, etc. A few of her passions are watching college football (go Huskers), traveling and reading.
Ellie enjoys spending time with her husband and 3 children, who keep her very busy with carpooling, sports, etc. A few of her passions are watching college football (go Huskers), traveling and reading.
About Keighley Spott
Keighley Spott joined the Cibola Group in 2022 as a Registered Client Service Associate. She brings over seventeen years of financial industry experience and thirty years of client servicing to the team - having spent over nine years at Morgan Stanley, as well as time in a mid-level wealth management environment and in the independent wealth management space. Keighley’s passion is building relationships with her clients. She takes a genuine interest, listens carefully to their needs, concerns, goals, and challenges, and matches them with the resources of the firm. A key skill that Keighley brings to the table is her creativity and she prides herself on applying vision to crafting personalized results. Keighley holds a CRPC® designation, short for Chartered Retirement Planning Counselor, and is a key part of the Cibola Group’s work with clients in the area of retirement planning. She also plays a crucial role in new client onboarding and helping clients on a day-to-day basis with their investment and cash flow needs.
A native of the Twin Cities area, Keighley grew up in St. Louis Park and graduated from the University of Minnesota with a Bachelor of Fine Arts Degree with a Major in English Medieval Literature and a Minor in French conversation and interpretation. Keighley has been married to her husband, Lenny, for 21 years. They live in Bloomington with their two daughters and two rambunctious dogs. She enjoys reading, puzzling, walking, music, theater, and teaching in youth ministries at church.
*This role cannot solicit or provide investment advice.
A native of the Twin Cities area, Keighley grew up in St. Louis Park and graduated from the University of Minnesota with a Bachelor of Fine Arts Degree with a Major in English Medieval Literature and a Minor in French conversation and interpretation. Keighley has been married to her husband, Lenny, for 21 years. They live in Bloomington with their two daughters and two rambunctious dogs. She enjoys reading, puzzling, walking, music, theater, and teaching in youth ministries at church.
*This role cannot solicit or provide investment advice.
Contact Matthew Shalhoob
Contact Tim Bastian
Contact Joe Finelli
Contact Nicholas Stern
Contact Brian Stern
Contact Grant Walters
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Cibola Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When 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.
2Morgan 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.
3When 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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
9When 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.
10Morgan 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
12Morgan 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.
13Morgan 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1When 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.
2Morgan 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.
3When 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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
9When 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.
10Morgan 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
12Morgan 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.
13Morgan 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
