Senior Vice President, Financial Advisor, Senior Portfolio Manager, Lending Specialist
Phone:
(913) 402-5212(913) 402-5212
Overbrook Group at Morgan Stanley
Direct:
(913) 402-5200(913) 402-5200
Our Mission Statement
To provide comprehensive wealth planning for clients through an all encompassing strategy that achieves financial goals and independence with the highest level of attention and dedication.
Our Story and Services
The members of Overbrook Group understand that managing wealth involves more than managing an investment portfolio. We manage and advise clients utilizing and leveraging Morgan Stanley’s world class knowledge across a broad range of family wealth services including strategic estate and financial planning strategies, portfolio construction, philanthropy management and family governance. Our approach is to have meaningful conversations to guide and implement a goals based plan. This comes from routine education, communications, and ongoing monitoring to analyze and measure the results for each client.
Full-service wealth management for business owners, entrepreneurs, professionals, and multigenerational families.
Retirement plans for business, such as 401k, pension, Simple, & SEP plans.
We work with institutions and endowments to plan and allocate investment strategies.
Design & implement strategies through:
• investment management to protect wealth and preserve lifestyle
• wealth structuring to provide income and minimize taxes
• private banking for more efficient time and cost benefit
• trust & estate planning for help with family dynamics
• philanthropy to explore charitable gifts
Through our team structure, we leverage each of our strengths and perspectives to develop innovative solutions and ensure thorough analysis of all available options. Our clients will have access to a wealth of knowledge and focus to build a committed relationship of trust in which we will work closely to define your objectives, explore alternatives, and chose the best financial strategies that are most appropriate. We will collaborate with your CPA, attorney, and other professionals to help you make more informed decisions on any financial issue. We will use the abundant resources of Morgan Stanley’s size, scale, and stability to achieve and fulfill all your financial goals.
Full-service wealth management for business owners, entrepreneurs, professionals, and multigenerational families.
Retirement plans for business, such as 401k, pension, Simple, & SEP plans.
We work with institutions and endowments to plan and allocate investment strategies.
Design & implement strategies through:
• investment management to protect wealth and preserve lifestyle
• wealth structuring to provide income and minimize taxes
• private banking for more efficient time and cost benefit
• trust & estate planning for help with family dynamics
• philanthropy to explore charitable gifts
Through our team structure, we leverage each of our strengths and perspectives to develop innovative solutions and ensure thorough analysis of all available options. Our clients will have access to a wealth of knowledge and focus to build a committed relationship of trust in which we will work closely to define your objectives, explore alternatives, and chose the best financial strategies that are most appropriate. We will collaborate with your CPA, attorney, and other professionals to help you make more informed decisions on any financial issue. We will use the abundant resources of Morgan Stanley’s size, scale, and stability to achieve and fulfill all your financial goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Corporate Solutions
Backed by the knowledge and experience of the firm, our dedicated teams can give your company, your executives, and other employees access to a bespoke combination of solutions that evolves as their needs evolve.
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Outlooks & Updates
We strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Quarterly newsletter
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Thoughts on the Market Podcast
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Location
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Direct:
(913) 402-5200(913) 402-5200
Meet Overbrook Group
Phone:
(913) 402-5209(913) 402-5209
Phone:
(913) 402-5240(913) 402-5240
Jack Treas
Financial Advisor
Phone:
(913) 402-5210(913) 402-5210
Sheri Mullen
Portfolio Associate, Financial Planning Specialist
Phone:
(913) 402-5216(913) 402-5216
Diane Lair
Portfolio Associate, Financial Planning Specialist
Phone:
(913) 402-5248(913) 402-5248
About Brad Morris
With over 35 years of experience in the financial services industry, Brad is a Certified Financial Planner™. Individuals certified by the CFP Board, have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
Brad owned a mortgage company, took it public and later sold his interest before shifting his career to focus on helping families with their investment decisions. Having started his own company and taking it public, Brad has a distinctive perspective when working with entrepreneurs and business owners, which only comes from experience. He has a Business Administration Degree from Baker University.
Married with two children, Brad enjoys spending time with his family. Raised in a Montana ranching community, he is also an outdoors enthusiast and was a long-time member of the Professional Rodeo Cowboys Association and is a member of the American Royal Rodeo Committee. The American Royal is a Charitable Organization providing youth scholarships and supporting agriculture education programs.
Brad owned a mortgage company, took it public and later sold his interest before shifting his career to focus on helping families with their investment decisions. Having started his own company and taking it public, Brad has a distinctive perspective when working with entrepreneurs and business owners, which only comes from experience. He has a Business Administration Degree from Baker University.
Married with two children, Brad enjoys spending time with his family. Raised in a Montana ranching community, he is also an outdoors enthusiast and was a long-time member of the Professional Rodeo Cowboys Association and is a member of the American Royal Rodeo Committee. The American Royal is a Charitable Organization providing youth scholarships and supporting agriculture education programs.
Securities Agent: NC, TX, FL, CA, VT, MN, AZ, SC, IL, ID, VA, WI, WA, MT, MD, MA, SD, NJ, MI, DE, WY, NM, NH, NE, KS, IA, GA, CO, OK, NY, MS, MO, WV, OR, LA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 332084
NMLS#: 332084
About Carra D. Sprague
Carra, started in the Financial Industry in 1993 and has been in the business over 30 years with a well-established client base. Carra is a Qualified Plan Financial Consultant. She spent 24 years at Merrill Lynch as a Client Associate, Investment Associate, and Financial Advisor. She started in 2016 at Morgan Stanley as a sole practitioner, Financial Advisor. Carra has a Bachelor of Science degree in Marketing from the University of Central Missouri.
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances, which determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Married and an empty nester, Carra enjoys snow skiing in Colorado, taking care of her farm and spending time with her husband Chris and her two grown children, Taylor and Savannah. She is a member of the Blue Springs Women’s Civic Club and Lees Summit Christian Church.
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances, which determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Married and an empty nester, Carra enjoys snow skiing in Colorado, taking care of her farm and spending time with her husband Chris and her two grown children, Taylor and Savannah. She is a member of the Blue Springs Women’s Civic Club and Lees Summit Christian Church.
Securities Agent: DE, WV, VT, NE, OR, NC, MT, IL, WI, MA, LA, IA, WY, WA, MS, MO, FL, NH, MI, KS, AZ, TX, SC, NM, MD, CA, SD, NJ, CT, VA, MN, ID, CO, OK, NY, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1088408
NMLS#: 1088408
About Casey Hoffman
Casey Hoffman is a Financial Adviser with Morgan Stanley in Leawood Kansas. He provides tailored advice and guidance to business owners, entrepreneurs, and multi-generational families, helping them position their wealth with purpose and understanding. Casey begins every relationship by discussing each client’s concerns, goals, and long-term aspirations. He translates that to a clear path forward, striving to simplify and enhance clarity. He applies his own insight and experience to design integrated initiatives in investment management, specialty asset management, trust and estate planning, business succession strategies, wealth structuring, banking, and philanthropy.
Casey grew up on his family farm before pursuing his career in financial services. He makes sure to provide an elevated level of service with connecting to clients about the issues that matter most to them, their families, and businesses. He is highly accomplished in diversification strategies, long-term planning, and tax sensitive investing.
Casey began his financial services career in 1994. His experience includes managing a trust & wealth management department for a community bank and then as a trust officer and a client advisor for Bank of America Private Bank before joining Morgan Stanley in 2023. He earned his Bachelor of Science degree in business administration from Kansas State University. Casey has earned the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Casey grew up on his family farm before pursuing his career in financial services. He makes sure to provide an elevated level of service with connecting to clients about the issues that matter most to them, their families, and businesses. He is highly accomplished in diversification strategies, long-term planning, and tax sensitive investing.
Casey began his financial services career in 1994. His experience includes managing a trust & wealth management department for a community bank and then as a trust officer and a client advisor for Bank of America Private Bank before joining Morgan Stanley in 2023. He earned his Bachelor of Science degree in business administration from Kansas State University. Casey has earned the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Securities Agent: NJ, NH, AZ, WY, WI, WA, SD, OK, NY, CA, NC, MT, TX, MD, FL, DE, CT, CO, MI, IA, MN, ID, VA, SC, MO, LA, KS, IL, VT, NE, MS, GA, MA, WV, OR, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1804919
NMLS#: 1804919
About Jack Treas
Jack brings a wealth of experience and a proven track record of success to our team. He is a proud graduate of the University of Kansas, where he earned a degree in Finance. During his time at KU, Jack spent his summers in Miami working in Venture Capital, gaining hands-on experience in the due diligence process for potential investments and collaborating with portfolio companies to develop bespoke key performance indicators.
Following graduation, Jack built a thriving practice at Synergy Wealth Solutions, earning several prestigious accolades, including the 2020 Leaders Conference Qualifier, 2020 Million Dollar Round Table Member, and 2020 Synergy Wealth Solutions New Financial Professional of the Year. Jack holds an impressive array of licenses and designations, including the SIE, Series 7, Series 66, NMLS, and Life & Health Insurance License, as well as the Financial Planning Specialist designation.
He also spent three years as a Registered Client Service Associate Financial Planning Specialist, where he honed his ability to help financial advisors grow their practices and developed a deep understanding of client needs and value creation.
Outside of work, Jack enjoys spending time with his wife and their two dogs. He is an avid ice hockey player and motorcycling enthusiast and enjoys dirt biking, cigar smoking, running, swimming, and cycling.
Jack’s approach is to have meaningful conversations to guide and implement a goals-based plan. This comes from routine education, communications, and ongoing monitoring to analyze and measure the results for each client while leveraging Morgan Stanley philosophy of full-service wealth management to design and implement tailored strategies to help meet all his clients’ unique needs.
Following graduation, Jack built a thriving practice at Synergy Wealth Solutions, earning several prestigious accolades, including the 2020 Leaders Conference Qualifier, 2020 Million Dollar Round Table Member, and 2020 Synergy Wealth Solutions New Financial Professional of the Year. Jack holds an impressive array of licenses and designations, including the SIE, Series 7, Series 66, NMLS, and Life & Health Insurance License, as well as the Financial Planning Specialist designation.
He also spent three years as a Registered Client Service Associate Financial Planning Specialist, where he honed his ability to help financial advisors grow their practices and developed a deep understanding of client needs and value creation.
Outside of work, Jack enjoys spending time with his wife and their two dogs. He is an avid ice hockey player and motorcycling enthusiast and enjoys dirt biking, cigar smoking, running, swimming, and cycling.
Jack’s approach is to have meaningful conversations to guide and implement a goals-based plan. This comes from routine education, communications, and ongoing monitoring to analyze and measure the results for each client while leveraging Morgan Stanley philosophy of full-service wealth management to design and implement tailored strategies to help meet all his clients’ unique needs.
Securities Agent: MO, IN, NV, MN, KS, MS, MI, CT, CA, AZ, OR, MA, FL, WI, IL, CO, WA, DE, AK, MT, VT, SC, NH, ID, PA, OK, NY, GA, VA, TX, TN, SD, OH, NM, NE, IA, AL, UT, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2661977
NMLS#: 2661977
About Sheri Mullen
With more than four decades of experience as a Portfolio Associate and now a Complex Coach & NSA Council Member, Sheri Mullen works to support every aspect of the client relationship such as information sharing and transactional support while maintaining a service model necessary to meet a client’s everyday needs. Throughout her career she has held various positions within operations, branch and regional administration, and training and direct support for financial advisors. It’s through these experiences and more that she has gained the skill set necessary to help clients meet their financial goals and save for the future. Outside of work, Sheri enjoys painting, participating in the culinary arts, and traveling to new destinations. She makes a conscious effort to dedicate time to her volunteer work which she is particularly passionate about.
About Diane Lair
A native of the Kansas City area, I received my Bachelor of Science degree from Kansas State University in 1980 and a Masters in Business Administration from Baker University in 2016. I began my financial career in 1987 at the Bank of Commerce in Chanute, Kansas. After moving back to Overland Park, starting in 1999, I spent three years at Merrill Lynch. In 2002, I came to Morgan Stanley and have been here for twenty-two plus years.
I currently reside in Leawood, Kansas. I have two children - Kevan and daughter-in-law Kayla, who live in Chanute, KS and Kelli and son-in-law Christopher, who reside in Naples, FL. I am DD to six grandchildren, soon to be seven in June. I am an AVID sports fan of Kansas State, Chiefs (season ticket holder) and Royals. The beach is my happy place!
I currently reside in Leawood, Kansas. I have two children - Kevan and daughter-in-law Kayla, who live in Chanute, KS and Kelli and son-in-law Christopher, who reside in Naples, FL. I am DD to six grandchildren, soon to be seven in June. I am an AVID sports fan of Kansas State, Chiefs (season ticket holder) and Royals. The beach is my happy place!
Contact Brad Morris
Contact Carra Sprague
Contact Casey Hoffman
Contact Jack Treas
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Ready to start a conversation? Contact Overbrook 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.
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
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)
