The Bison Group at Morgan Stanley

After graduating from the University of Oklahoma, Greg returned to work for the family business that his grandfather and father founded in 1973. He served in various roles from finance, accounting, and overall management of the property. While assisting with the sale of the property in 2006, Greg discovered his passion for the capital markets. Greg entered a Financial Planning program at Florida State in 2007 to further his knowledge and started his career in the securities industry in 2008 at Waddell and Reed. It was at Waddell and Reed where Greg completed the Series 7, 66 and insurance exams and began building his wealth management practice. In January of 2009, Greg joined Citigroup Smith Barney, which later became Morgan Stanley Wealth Management, as a Financial Advisor.

Over the past 16 years, he has continued to expand his knowledge by obtaining additional designations; Chartered Retirement Plans Specialist (CRPS), Portfolio Manager, Financial Planning Specialist, Financial Wellness Director and most notably, Corporate Retirement Director. This designation allows The Bison Group to help serve plan sponsors and participants, backed by Morgan Stanley Wealth Management, one of the largest, most established wealth management firms in the world.

Outside of the office, Greg enjoys playing tennis and golf, attending college football games and most importantly, spending time with his wife, Natalie and son, Huddson.

Steven began his career as a Financial Advisor at the investment firm Everen Securities after graduating from Texas A&M University in December of 1997. It was during his short time at Everen that Steven gained his series and insurance licenses and was offered an opportunity to join the Smith Barney office in Houston, TX as an advisor on the Corporate Client Group team. Steven and the team primarily focused on 401k plans, endowments and foundations as well as individual wealth clients- the experience and knowledge he gained on this team was invaluable.

In June of 2006, Steven made the decision to go down the path of management and took a role in New York with the firm in a management training position. After two years in New York, he became the Sales Manager for the Tulsa, OK complex with responsibility for Oklahoma, Arkansas, and Wichita, KS. In January of 2011 Steven was appointed the Branch Manager of the entire Oklahoma City market and eventually took on responsibility of most of Oklahoma and Arkansas. After 10+ years as the manager in OKC, Steven was approached to join a team and begin working directly with clients again. In January of 2022, he made the move out of management and back into the role of Financial Advisor.

It has been a thrill for Steven to be back building relationships with the team's clients. He believes that the white glove service in the execution of every financial plan and investment portfolio is what sets the Bison Group apart.

Steven and his wife, whom he graduated high school and college with, have been married since 2001 and have two daughters. They can often be found travelling the country cheering both girls on as they currently run cross country and track for the University of Arkansas. The entire family enjoys running as well as snow skiing, being on the lake, and playing golf.

Amanda began her career with the firm in 1998 and graduated from Southern Nazarene University with a degree in Organizational Leadership. Amanda’s comprehensive industry knowledge enables the Bison Group to provide the ultimate client experience. She is passionate about working on behalf of clients and strives to ensure they have the best experience by providing personalized attention to their multi-faceted needs. In her 27 years of service with Morgan Stanley, Amanda has built strong relationships with corporate departments and strategic partners within the firm. During her tenure she has acquired a robust knowledge base working with high-net-worth individuals, corporate accounts, corporate retirement accounts, foundations, and charitable organizations. Amanda can navigate complex decisions necessary to help clients achieve their financial goals and adds tremendous value to the Bison Group.

Amanda is a true professional who focuses on the development, implementation and management of her team's business processes, building longstanding client relationships and achieving the team's overall business strategy. She regularly attends client meetings with her team to discuss financial planning, current firm offerings and new services as well as resolve any open issues.

Outside of work, Amanda her husband Justin enjoy outdoor activities, traveling, and spending time with friends, their grown children and many nieces and nephews.

Amanda holds her Series 7, Series 63, Series 65 and Series 3 licenses.

After graduating from the University of Oklahoma with a degree in Accounting and Finance, Alison spent three years working at a CPA firm in the tax department. In 2019, Alison moved to California with her husband's US Navy orders. It was at a Napa, CA branch where Alison began her career with Morgan Stanley as a Service Associate. During her time in CA, Alison obtained her Series 7 and 66 licensing, gained a deeper understanding of the cashiering and money movement side of the industry, and moved into the role of Registered Client Associate.

Upon receiving orders to move back to Oklahoma in December 2021, Alison joined The Bison Group team allowing her a seamless transition back "home." Having experience in many different roles within Morgan Stanley as well as in other sectors of the financial services and accounting industry, Alison has a broad perspective on the unique needs of individual clients. Alison is responsible for the daily needs of the team's clients and assists in all areas of account maintenance.

Outside of work, Alison enjoys traveling to new places and outdoor adventure activities such as camping, hiking, and dirt biking with her husband Justin and daughter Reagan.