Phone:
(303) 316-5109(303) 316-5109
The Cherry Creek Group at Morgan Stanley
Direct:
(303) 316-5100(303) 316-5100
Our Mission Statement
Our mission is to simplify complex, multi-generational planning for you, your family, and your business enterprises. We listen, navigate challenges, and develop creative approaches to meet the needs of entrepreneurs, executives, and families. With our help, you can focus more on expanding your businesses, pursuing your passions, and spending precious time with those who matter most.
Our Story
At the Cherry Creek Group, we work closely with entrepreneurs, executives, and key achievers who have four things in common:
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Vision
Our vision is to create relationships with our clients and their families as trusted advisors, agents and advocates, for today and tomorrow, while continuing to plan and perform for the future – so your next generation can dream even bigger.
Location
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Direct:
(303) 316-5100(303) 316-5100
Meet The Cherry Creek Group
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Alternative Investments Director, Lending Specialist, Senior Portfolio Manager, Insurance Planning Director
Phone:
(303) 316-5169(303) 316-5169
Kathy A. Houston
Portfolio Associate
About Bret A. Roberts
With nearly 30 years of experience in the financial services industry, I have cultivated a deep appreciation for the unique goals and complex circumstances of each of my clients. My mission is to help individuals, families, and businesses preserve and grow the wealth they've worked so hard to build. As the co-founder of the Cherry Creek Group at Morgan Stanley, I lead a team of seasoned professionals dedicated to simplifying complex financial planning and empowering our clients to define and achieve their most significant goals.
Professionally, I am a financial advisor and, at my core, a mentor. Whether guiding clients toward a more prosperous future, coaching my children's sports teams, or volunteering with local nonprofits, I am passionate about helping people seize life's opportunities.
Born and raised in Arvada, Colorado, I now call Broomfield home, where I live with my family. In my free time, I enjoy coaching, attending my children's sporting events, volunteering, and embracing all the outdoor adventures Colorado has to offer.
Licenses: Series 7
Professionally, I am a financial advisor and, at my core, a mentor. Whether guiding clients toward a more prosperous future, coaching my children's sports teams, or volunteering with local nonprofits, I am passionate about helping people seize life's opportunities.
Born and raised in Arvada, Colorado, I now call Broomfield home, where I live with my family. In my free time, I enjoy coaching, attending my children's sporting events, volunteering, and embracing all the outdoor adventures Colorado has to offer.
Licenses: Series 7
Securities Agent: CA, ID, OR, MN, NE, AK, MT, IN, NY, FL, UT, MO, WI, VA, IL, HI, GA, TX, LA, DE, CO, RI, NM, ND, MI, AR, AZ, OH, NV, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1398775
NMLS#: 1398775
About Madison A. Carter
As a CERTIFIED FINANCIAL PLANNER and co-founder of The Cherry Creek Group at Morgan Stanley, I am dedicated to providing holistic wealth management solutions to individuals, families, businesses, and foundations/endowments. Drawing on my expertise and the extensive resources of my firm, I create personalized financial plans tailored to my clients' diverse needs, helping them reach their financial goals.
I built my business by becoming actively engaged in my community, hosting educational, business networking, cultural, charitable, and women's events. Today, community involvement remains central to who I am. I’m actively involved in numerous professional organizations, economic and entrepreneurial associations, and serve on several boards. Volunteering is a passion, and I've dedicated my time to causes like Girls Inc., Children's Hospital, Boys and Girls Club, Goodwill Youth Programs, Project C.U.R.E., Shape Up US, YouthBiz at Young Americans, the Women's Foundation Empowerment Council, and the Morris Animal Foundation.
Graduating magna cum laude from Boston College with a BA in Economics, I blend academic excellence with professional expertise.
In my personal time, I am a certified Pilates and personal trainer, an avid tennis player, and a gourmet cook. I enjoy traveling and engaging in a variety of outdoor activities with my husband Jeff, friends, and our dog Bruno.
Licenses: Series 7, Series 66, Series 31 Colorado Insurance (Health, Life, Variable, and Long-Term Care), Alternative Investment Director, Senior Portfolio Manager, Family Wealth Advisor, CERTIFIED FINANCIAL PLANNER™
Honors and Recognition:
-America's Top Women Wealth Advisor Best-In-State 2022, 2023, 2024 - Forbes
-America's Top Next-Gen Wealth Advisor Best-In-State 2019, 2022, 2023, 2024 - Forbes
-Best-In-State Wealth Management Teams 2023 & 2024 - Forbes
-Outstanding Woman in Business 2023 - Denver Business Journal
-Denver's Top 40 Under 40 2014 - Denver Business Journal
-Five Star Wealth Manager 2012-2019 - 5280 Magazine and ColoradoBiz
-Top 25 Young Professional 2013 - ColoradoBiz Magazine
-Making Their Mark 2012 - CBS 4 News and Denver Business Journal
-Young Professional of the Year 2011 - Colorado Women's Chamber of Commerce
-Graduated Magna Cum Laude with a BA in Economics - Boston College
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2022). Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
2019, 2022, 2023, 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Denver Business Journal, “40 Under 40”, 2014. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Denver Business Journal in exchange for the rating.
2012-2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
I built my business by becoming actively engaged in my community, hosting educational, business networking, cultural, charitable, and women's events. Today, community involvement remains central to who I am. I’m actively involved in numerous professional organizations, economic and entrepreneurial associations, and serve on several boards. Volunteering is a passion, and I've dedicated my time to causes like Girls Inc., Children's Hospital, Boys and Girls Club, Goodwill Youth Programs, Project C.U.R.E., Shape Up US, YouthBiz at Young Americans, the Women's Foundation Empowerment Council, and the Morris Animal Foundation.
Graduating magna cum laude from Boston College with a BA in Economics, I blend academic excellence with professional expertise.
In my personal time, I am a certified Pilates and personal trainer, an avid tennis player, and a gourmet cook. I enjoy traveling and engaging in a variety of outdoor activities with my husband Jeff, friends, and our dog Bruno.
Licenses: Series 7, Series 66, Series 31 Colorado Insurance (Health, Life, Variable, and Long-Term Care), Alternative Investment Director, Senior Portfolio Manager, Family Wealth Advisor, CERTIFIED FINANCIAL PLANNER™
Honors and Recognition:
-America's Top Women Wealth Advisor Best-In-State 2022, 2023, 2024 - Forbes
-America's Top Next-Gen Wealth Advisor Best-In-State 2019, 2022, 2023, 2024 - Forbes
-Best-In-State Wealth Management Teams 2023 & 2024 - Forbes
-Outstanding Woman in Business 2023 - Denver Business Journal
-Denver's Top 40 Under 40 2014 - Denver Business Journal
-Five Star Wealth Manager 2012-2019 - 5280 Magazine and ColoradoBiz
-Top 25 Young Professional 2013 - ColoradoBiz Magazine
-Making Their Mark 2012 - CBS 4 News and Denver Business Journal
-Young Professional of the Year 2011 - Colorado Women's Chamber of Commerce
-Graduated Magna Cum Laude with a BA in Economics - Boston College
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2022). Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
2019, 2022, 2023, 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Denver Business Journal, “40 Under 40”, 2014. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Denver Business Journal in exchange for the rating.
2012-2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: CO, UT, NV, NY, NM, MI, MA, GA, DE, TX, SC, WI, VA, TN, FL, DC, SD, RI, AZ, MT, OR, ND, OH, IL, HI, NE, MO, MN, CA, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1321543
NMLS#: 1321543
About Kathy A. Houston
With more than 31 years of experience in the financial services industry, I serve the comprehensive needs of clients by executing outstanding administrative support. I began my career in 1986 with the investment firm, Boettcher & Company and joined the Morgan Stanley family in 2001.
My primary responsibilities include managing the systems and processes that enable the team to provide timely and efficient operational support. I currently hold the Series 7 and 66 licenses.
I reside in the foothills outside of Denver with my husband. In my free time, I enjoy hiking, photography and travel. I am a big fan of Air Force football and the Colorado Rockies baseball team.
My primary responsibilities include managing the systems and processes that enable the team to provide timely and efficient operational support. I currently hold the Series 7 and 66 licenses.
I reside in the foothills outside of Denver with my husband. In my free time, I enjoy hiking, photography and travel. I am a big fan of Air Force football and the Colorado Rockies baseball team.
Contact Bret A. Roberts
Contact Madison A. Carter
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Matt Stotler
Private Banker
About Matt Stotler
Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Matt began his career in financial services in 1987 with Bank of America, and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping and biking with his 3 daughters.
NMLS#: 643938
Wealth Management
From Our Team
Taking Control of Your Finances After Death of a Spouse
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
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
Article Image
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
Article Image
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Cherry Creek 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)
