The Atlas Planning Group at Morgan Stanley

Chris is a CERTIFIED FINANCIAL PLANNER^® and Senior Portfolio Manager at Morgan Stanley and has been a Financial Advisor with Morgan Stanley for over ten years. As a pivotal and trusted member of The Atlas Planning Group, Chris works diligently with his clients to develop financial strategies and customized financial plans designed to help meet each client’s unique needs and retirement goals that goes well beyond simply investing. Chris takes the time to genuinely listen to his clients to learn what is important to them, what they value, and what they are trying to accomplish.

Chris takes pride in his ability to take complicated financial matters and transform them into clear, easy-to-understand concepts. From the beginning of the client relationship, Chris is there to guide his clients and help them navigate the daunting landscape of retirement. He serves his clients by not only offering financial advice and plans, but also by ensuring that his clients have confidence, peace-of-mind, and a clear understanding of their financial plan and what they can do to continue to sustain a successful plan. Chris believes wealth is a learned behavior and prioritizes educating his clients on wealth management and discipline, empowering them to improve financial decision-making and behavior to find balance in enjoying life today while preparing for tomorrow. He specializes in retirement income planning and holds several licenses including the Series 7, 66, and is licensed to sell Life Insurance and Long Term Care.

Chris believes that faith, family, and health are the core components of a productive life. Chris earned his Bachelor of Arts as a Business and Art major from the University of South Florida. He currently resides in Plano with his wife, Debrah. They enjoy reading, game night, and the great Texas outdoors.

Mark joined Morgan Stanley in 2008 as a Chartered Retirement Planning Counselor and Financial Advisor in the Dallas Complex. Prior to joining Morgan Stanley, Mark was a Financial Advisor at Merrill Lynch beginning in 2005. Before entering the financial services industry, Mark worked in corporate finance where he was involved with corporate 401k plans, pension plans and learned the importance of investing and saving for retirement. As a member of The Atlas Planning Group at Morgan Stanley, Mark strives to take the time to truly understand a client's goals, concerns, and their history with investing. He explores family history, and personal values to help build a strategy that is more than just numbers.

Mark has always had a passion for investing and finance. He believes that with his guidance, expertise, and background he can help his clients set goals and make good investment decisions. Mark enjoys working as a team alongside his clients to develop long-term financial goals in order to plan for a secure future.

Mark is a graduate of The University of Texas at Austin and holds a bachelor’s degree in Finance. In addition, Mark has an MBA from The University of Texas at Dallas. Outside of work, Mark is an active member of his community. He is proud to run the annual golf tournament for The Clay Jones Legacy Foundation in Forney, Texas where they raise scholarship funds for the higher education of area graduating seniors. He and his wife Laura and their six children enjoy family gatherings, fishing, golf and traveling.

Ron joined Morgan Stanley in 1984 and is a Senior Vice President and Family Wealth Advisor in the Dallas complex. As a member of the Atlas Planning group Ron has been able to help clients reach their unique financial goals through forward thinking and financial fiduciary planning always with the client’s best interest in mind.
Ron has always had a passion for helping clients with their financial needs and considers it an honor and privilege to assist clients with wealth accumulation and wealth retention in an increasingly complex financial world. Ron grew up on a farm which taught him at a young age to look to the long-term to measure success. This is evident in his philosophy that success comes to those who do quality work, resist sacrificing long term gains for short term profits and sticking to core values. His extensive career as a Fiduciary has taught him that listening and empathy are vital skills in assisting people reach their long-term financial goals.
Ron is a graduate of Cornell University with a Bachelor of Science in Economics. In addition, Ron holds an MBA from the University of Illinois. Ron resides in McKinney Texas where he is very involved and active in his community. Ron is a member and past treasurer of the McKinney Texas Chamber of Commerce, a member of the McKinney Rotary Club where he was formerly President, a member of the McKinney Education Foundation where he was also formerly President, Collins College Foundation’s past president and McKinney Alliance’s current President. Ron enjoys spending his free time with his family and friends. He and his wife have two boys, a granddaughter and three dogs.

Scott Joined Morgan Stanley in 2016 with thirteen years of prior financial services experience. Scott has worked in a financial capacity of one sort or another since 1972. Upon graduation in Wisconsin, he entered the service with the U.S. Army as a financial specialist. Upon completing his undergraduate degree in Agricultural Economics from the University of Wisconsin-Madison (1981) he held several financial positions in the Agricultural Industry in
Dallas, Texas. He subsequently held numerous financial positions with Electronic Data Systems initially in Michigan and then as Unit Controller for the Processing of EDS’s Financial Industry customers in Plano, TX. During his time with EDS, Scott obtained an MBA in International Business from the Cox School of Business at SMU through the Executive MBA Program. Scott continued his service as Munitions Officer with the U.S. Army Reserve until 1994 and was awarded numerous citations for his service.

Married to Candice for 45+Years they have two grown sons with whom they love to travel and explore the Nations National Parks. Scott and his sons are avid Fly fisherman travelling to Montana & Wyoming several times a year.

Dan joined Morgan Stanley in 2022 and is a Financial Planning Specialist in the Dallas Complex. Before joining Morgan Stanley, Dan worked as a Financial Advisor at Merrill Lynch beginning in 2019. Prior to joining the financial services industry, Dan served in the United States Army National Guard where he served for 6 years in Massachusetts and eventually The Texas Army National Guard.

Beginning his career with Bank of America as a Relationship Manager in 2017 Dan quickly realized his passion of helping others better their financial lives through education and wealth management. Now serving as a Financial Advisor within the Atlas Planning Group at Morgan Stanley, Dan helps serve the team’s clients in identifying their financial goals and implementing a strategy to help them secure their financial future.

With values grounded in his Faith, Dan strives to live a life of service to others through not only how he serves his clients and coworkers, but also his family and community. Dan and his Wife Julia live in McKinney, TX with their two children Nathan and Adeline. In his free time, Dan enjoys hiking, any kind of sports or exercise as well as spending quality time with loved ones.