

Sentry Wealth Management Group at Morgan Stanley

Our Mission Statement
STRONG RELATIONSHIPS BUILT ON EDUCATION, TRUST AND EXPERIENCE
Building wealth consumes most of your career, reflecting a commitment to hard work and professional achievement. Safeguarding that wealth and ensuring it can grow to meet your goals is what consumes our team. We strive to deliver clarity and instill confidence in you as a client in order to help protect your hard-earned assets and secure your financial future.
Since 1985, we have served the needs of successful individuals and families like you who want to secure the wealth they have built and provide for future generations. Our priorities are to develop a trusting relationship and educate you on key financial concepts to build conviction in your wealth plan and a clear understanding of how we can help you reach your goals.
Our team is structured as a high value family office, providing direct access to the specialist capabilities and experience of eight financial advisors. Since our advisors cover a multi-decade range of age and experience, we are positioned to comprehensively serve not only you but also your children and grandchildren as their financial needs and goals come into focus. You can expect timely answers to your questions from our rapid-response client service and support specialists as well as proactive communications from your primary advisor to always keep you informed.
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Meet Sentry Wealth Management Group
About William Triantafel
He is a Wealth Advisor and an Executive Director at Morgan Stanley, which he joined in 1986. He also earned the firm’s Family Wealth Director designation in 2015. A small elite group of advisors have earned this prestigious designation, which he attained after meeting stringent quantitative and qualitative requirements set by the firm and successfully completing a specialized professional development program. He also holds the Investments and Wealth Institute Certified Investment Management Analyst SM (CIMA®) designation, which he attained in 2006 through the Wharton School of the University of Pennsylvania. He has been named a Forbes Best-In-State Wealth Advisor since 2020.
Bill graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in accounting. An avid golfer, he is a past president of Edgewood Valley Country Club. Bill and his family are members of Holy Apostles Greek Orthodox Church and St. George Greek Orthodox Church.
2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
NMLS#: 1279504
About Jeremy Rumps
Jeremy developed his interest in financial markets by following his father’s almost-30-year career as a financial advisor and branch manager for Morgan Stanley Dean Witter, a predecessor firm of Morgan Stanley. In addition to serving clients, he has spoken on the financial services industry and investing and has presented at the Social Security offices in Chicago and Springfield, Illinois. Jeremy has taught multiple investment classes at the College of DuPage as part of its continuing education program. He has also spoken for city programs in Illinois, including in Evanston, Des Plaines and Elgin.
Jeremy graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in finance. In his spare time, Jeremy is an active participant in sports leagues and raising his three children with his wife, Jill.
NMLS#: 1272847
CA Insurance License #: 0F00467
About Steve Devermann
Steve relishes the personal side of being a financial advisor - discovering what is most important to each family he serves and translating the complicated into something more understandable to support sound decisions around their wealth. Working together during times of high stress, job dislocation and investment volatility has strengthened his relationships with multiple generations of families.
Steve graduated from The University of Iowa’s Tippie College of Business with a B.S. degree in finance. Away from the office, he enjoys spending time with family and finding time to volunteer at his children’s schools.
NMLS#: 1273118
About Joseph Siwek
Joe has more than 30 years of experience in the financial industry. He joined Morgan Stanley in 2019 after 11 years as a financial advisor at Merrill Lynch. His clients include affluent individual investors, families, and business owners who want to build wealth, create financial security, and realize their goals. These goals include retiring early, launching a business, buying a vacation home, starting second careers, funding their children's education, and others. Joe also has a wealth of experience in designing and refining company-sponsored retirement plans.
Prior to becoming a financial advisor, He spent more than a decade working in the financial markets, primarily as a market maker at the Chicago Board of Options Exchange. This unique experience enables Joe to help his clients make investment decisions as the markets fluctuate, especially in times of extreme difficulty. Joe is a strong believer in solid and complete planning; therefore, he works with his clients to create flexible strategies incorporating their needs, risk tolerance, life stage and goals.
Joe is a lifelong Chicagoan with deep ties to the community, earning a BA in Economics at the University of Illinois at Chicago and attending St. Rita High School on the Southside of Chicago.
Joe enjoys spending time with his family and golfing. He has been married to his wife Marisol since 2016 and they a son, Lucas, a daughter, Liana and a dog named Dozer.
NMLS#: 559552
About Glenn Kolososki
Additionally, Glenn holds the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning to financial advisors who have completed a rigorous course of study focused on retirement planning. The CRPC® designation signifies specialized knowledge of the strategies and tools needed to help clients achieve their retirement goals.
NMLS#: 1498220
About Aimee Lynn Bowman
After encountering her own divorce, Aimee went back to college, graduated magna cum laude, and has shown her daughters that even when your plan doesn’t unfold as intended, you can still accomplish your dreams. Aimee graduated with a BA in Communication from Florida Gulf Coast University.
Aimee and her two daughters relocated from Florida and she began her career at Morgan Stanley in 2012. Aimee is an avid runner. Personally, she has over 30 half-marathons and 7 full-marathons under her running shoes. Additionally, she enjoys spending time with family and volunteers at a support group for divorcees and the LGBT community.
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
Licenses: Series 7, series 66
NMLS# 1387992
NMLS#: 1387992
AR Insurance License #: 0017526289
About Evan Gallien
Evan helps families build goals-based financial plans, implement best-practices to grow wealth and minimize taxes, and manage risk over the long-term.
Evan graduated from DePaul University with a B.S. degree in finance. He is a lifelong resident of the Chicago area, devoted Cubs fan, and lives in the Northwest suburbs with his wife and three young children.
NMLS#: 1824427
About Lucyna Gavrylyuk
When not working, Lucyna enjoys spending time with her family (she has two sons ages 15 and 13) as well as reading, cycling, cooking, and baking. She also volunteers in her church and a nonprofit organization that helps families in need.

Contact William Triantafel

Contact Jeremy Rumps

Contact Steve Devermann

Contact Joseph Siwek

Contact Glenn Kolososki

Contact Aimee Lynn Bowman

Contact Evan Gallien
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Morgan 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.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Morgan 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.
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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.
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