Tom Hunt, CFP®
First Vice President, Financial Advisor
The Des Moines Group at Morgan Stanley
Our Mission Statement
Life is complicated. We help successful families take the complexity out of managing wealth, so they are free to enjoy its rewards.
UNDERSTANDING YOUR BIG PICTURE
At The Des Moines Group at Morgan Stanley, our 10-person team works with successful families who are serious about reaching for big goals and achieving financial security. In this increasingly complex financial world, we help our clients with their vision for a successful future by understanding that their financial puzzles contain many pieces. We believe that every puzzle piece is part of your big picture, and that a successful investment strategy is a combination of both science and art.
We understand that every client's financial situation is unique and requires personalized attention. That's why we pride ourselves in providing old-fashioned client service. Our clients, who come to us from all walks of life, appreciate how deeply we understand their individual financial needs and concerns. We focus on helping clients through important life transitions—retirement income planning, business succession planning, and legacy planning. We measure our success by helping our clients protect their assets, generate growth and reach their life, business, and legacy goals.
Recently, our team's dedication to excellence was affirmed by our inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024 & 2025.
Disclosures:
2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
2025 Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Alternative InvestmentsFootnote4
- 401(k) Rollovers
- AnnuitiesFootnote5
- Life InsuranceFootnote6
- Cash Management and Lending ProductsFootnote7
- Philanthropic Services
- Retirement PlanningFootnote8
- Business Succession PlanningFootnote9
- Divorce Financial AnalysisFootnote10
- Executive Financial ServicesFootnote11
- Long-term Care InsuranceFootnote12
- Trust ServicesFootnote13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Culture and Values
We tailor our solutions for each individual client. The culture of our team and the values we strive to uphold are fundamental to who we are as a team.
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding your analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
KEY LIFE EVENTS
Birth
Welcoming a child into the family is a joyous occasion for everyone. As your trusted advisor, I will help you plan and prepare for the financial components that a new child might introduce to your lives.
Learn More About Giving to Children
Education
Education is a major investment that often requires years of careful, advanced planning. As educational costs continue to rise - from primary education through undergraduate, graduate and professional schools - we will work together to implement the appropriate funding strategies for your needs.
529 Plans: A Powerful Tool to Save for Education
Marriage
There are few events more exciting than tying the knot with the person you love. Managing your wealth is a critical component to maintaining a long, fruitful marriage. Also, helping fund your child's wedding is a goal for many parents and grandparents.
Learn More About Talking Money
Divorce
Divorce is a stressful ordeal that is seldom easy. In can be very difficult to brave this battle alone. If necessary, I will help guide you through the priorities and issues that need to be settled to ensure that your needs are met with care and respect.
Learn More About Divorce
Retirement
Some people look forward to retirement as their time to relax and enjoy the fruits of their decades-long career. Others worry about their ability to support their lifestyle given certain life challenges. Saving for retirement is a lifelong process that relies on defined financial planning strategies.
Learn More About Retirement Planning
Death
Dealing with our own mortality is intense and challenging. Aside from coping with the loss of a loved one, legal matters also require immediate attention, including the administration of the estate. Even though it is a difficult conversation to have, I will help you determine your estate planning goals to minimize conflict and confusion for your loved ones when your legacy is passed on.
Learn More About Estate PlanningINVESTOR RESOURCES
Here at The Des Moines Group at Morgan Stanley, 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. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
The Des Moines Group - Monthly Newsletter (March)
Check out our most recent newsletter. Updated on a monthly basis, we will discuss timely updates in the markets, provide resources for our clients and show updates from the team.
Click Here to Learn More
Annual Spring Kickoff
Please join us as to learn more about maximizing your after-tax performance while enjoying beer, wine and hors d'oeuvres.
Thursday May 1st, 2025
4:30pm - 7:00pm CT
1080 Jordan Creek Parkway
3rd Floor Patio
WDM, IA
50266
Thursday May 1st, 2025
4:30pm - 7:00pm CT
1080 Jordan Creek Parkway
3rd Floor Patio
WDM, IA
50266
2Q25 DMG Quarterly Update Call - Markets in 5 Minutes
Date: Friday June, 27th, 2025
Time: 9:00am CST
Toll Free: +1 (877) 777-8895
Participant Code: 2066423
Time: 9:00am CST
Toll Free: +1 (877) 777-8895
Participant Code: 2066423
Wealth Education for the Next Generation - Money & Saving: Financial Planning and Why It Matters to Me
Join us on a session that will explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement. This will focus on how strategic financial planning can empower our next generation.
Date: Monday May, 5th, 2025
Time: 3:00pm CST
Register HereDate: Monday May, 5th, 2025
Time: 3:00pm CST
Market Essentials: Financial Markets Demystified
The latest Market Essentials is here. This quarterly resource is intended to break down market movements and trends in a digestible way. The content in this webcast is tailored to the everyday investor who wants to stay informed about what is driving markets without getting bogged down in financial jargon.
Watch Here
2025 Outlooks
As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.
Click Here to Learn More
Protecting Your Assets in the Digital Age with Rachel Wilson
Safeguarding your identity and your financial future is our top priority, and we want to help ensure you know how to protect yourself and your loved ones from these types of threats.
Join us on Thursday, June 20th at 5PM ET for Protecting Your Assets in the Digital Age, a conversation with Rachel Wilson, Chief Data Officer of Morgan Stanley Wealth Management.
Replay Available HereJoin us on Thursday, June 20th at 5PM ET for Protecting Your Assets in the Digital Age, a conversation with Rachel Wilson, Chief Data Officer of Morgan Stanley Wealth Management.
Reserved Living & Giving
We’re pleased to offer a complimentary program designed to help eligible clients enhance their lifestyles. Reserved Living & Giving is a loyalty program that goes beyond traditional wealth management services and provides access to one-of-a-kind experiences, discounts on premium brands, insights from thought leaders and philanthropic guidance.
Morgan Stanley Reserved Living & Giving is a complimentary program that rewards eligible clients of Morgan Stanley and E*TRADE. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) reserves the right in its discretion to change the terms and conditions of, or terminate, the Reserved Living & Giving (“Reserved”) program and the Signature Access program at any time and without notice. Morgan Stanley periodically reviews Reserved and Signature Access program participants' accounts and activity and may in its discretion remove program participants from either program at any time and without notice.
Reserved Living & GivingMorgan Stanley Reserved Living & Giving is a complimentary program that rewards eligible clients of Morgan Stanley and E*TRADE. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) reserves the right in its discretion to change the terms and conditions of, or terminate, the Reserved Living & Giving (“Reserved”) program and the Signature Access program at any time and without notice. Morgan Stanley periodically reviews Reserved and Signature Access program participants' accounts and activity and may in its discretion remove program participants from either program at any time and without notice.
Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen here
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Disclosure:
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend model portfolio weightings, as well as produce a suite of strategy, analysis, commentary, portfolio positioning suggestions and other reports and broadcasts.
Read: "GIC on the Markets"Disclosure:
The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend model portfolio weightings, as well as produce a suite of strategy, analysis, commentary, portfolio positioning suggestions and other reports and broadcasts.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Trust & Estate Planning Strategies
With you every step of the way. I analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
Click here to learn more
Tax Management Strategies
The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
Tax Efficient Planning
The Basics of Estate Planning
Estate planning can be an emotionally and financially
complex task, but a well-informed plan can make a big
difference for your loved ones. Learn more by exploring
the insightful video below.
Estate Planning Videocomplex task, but a well-informed plan can make a big
difference for your loved ones. Learn more by exploring
the insightful video below.
Location
1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Direct:
(515) 283-7007(515) 283-7007
Fax:
(515) 398-0023(515) 398-0023
Meet The Des Moines Group
James H Baker
First Vice President, Financial Advisor, Family Wealth Advisor
John Victor, CFP®
First Vice President, Financial Advisor, Alternative Investments Director, Portfolio Manager
Priscilla Dickinson Sayeed, CDFA®
Associate Vice President, Financial Advisor
Matthew Jens
First Vice President, Financial Advisor, Portfolio Manager
Raegan Wagner
Vice President, Financial Advisor, Financial Planning Specialist, Insurance Planning Director
Zachary Bouslog, QPFC
Financial Advisor, Financial Planning Specialist
Christy L Wetrich
Wealth Management Associate, *Financial Planning Specialist
Phone:
(515) 283-7007(515) 283-7007
Stacey Burger
Client Service Associate
Phone:
(515) 283-7036(515) 283-7036
Lisette Villalba Torres
Client Service Associate
Phone:
(515) 283-7089(515) 283-7089
About Tom Hunt
Tom Hunt is a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ and a founding member of The Des Moines Group at Morgan Stanley. He creates customized, comprehensive wealth plans designed to help meet the unique financial goals of each client. He applies his advanced education and knowledge of risk management and retirement income planning to uncover and clarify his clients’ objectives and to help ensure their financial progress is on track.
Originally from Illinois, Tom grew up on a farm in the western part of the state. He attended the University of Illinois, earning a Bachelor’s degree in Agricultural Economics. Tom entered the financial services industry in 2001 after receiving his MBA in Finance from Western Illinois University.
In 2008, Tom and Jim Baker founded the Des Moines Group, applying the principle of putting clients first as the foundation of the practice. Taking the time to truly understand each client’s individual situation is at the heart of The Des Moines Group’s business. Employing a high touch service model, the team works with individuals and families throughout their lives; from their working years, when the focus is accumulation of assets, through retirement, when the focus shifts to distribution of assets.
Tom and his wife, Karen, live in Clive, Iowa, with their son, Jared. He currently serves as a board member for the non-profit, Can Play. In addition, Tom is active in the Clive Chamber of Commerce, West Des Moines Lions Club, Waukee Rotary Club, and Lutheran Church of Hope.
An avid golfer and sports enthusiast, Tom is a long-suffering fan of the University of Illinois, Chicago Cubs and Chicago Bears.
Originally from Illinois, Tom grew up on a farm in the western part of the state. He attended the University of Illinois, earning a Bachelor’s degree in Agricultural Economics. Tom entered the financial services industry in 2001 after receiving his MBA in Finance from Western Illinois University.
In 2008, Tom and Jim Baker founded the Des Moines Group, applying the principle of putting clients first as the foundation of the practice. Taking the time to truly understand each client’s individual situation is at the heart of The Des Moines Group’s business. Employing a high touch service model, the team works with individuals and families throughout their lives; from their working years, when the focus is accumulation of assets, through retirement, when the focus shifts to distribution of assets.
Tom and his wife, Karen, live in Clive, Iowa, with their son, Jared. He currently serves as a board member for the non-profit, Can Play. In addition, Tom is active in the Clive Chamber of Commerce, West Des Moines Lions Club, Waukee Rotary Club, and Lutheran Church of Hope.
An avid golfer and sports enthusiast, Tom is a long-suffering fan of the University of Illinois, Chicago Cubs and Chicago Bears.
Securities Agent: MN, MA, KS, GA, OK, NY, MO, IL, CT, DC, NV, IN, FL, AZ, TN, NM, KY, AR, MD, WA, NE, ND, MI, ID, IA, CO, NC, WI, VA, TX, SD, OR, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288147
NMLS#: 1288147
About James H Baker
Jim Baker is a First Vice President, Financial Advisor, Family Wealth Advisor and a founding member of The Des Moines Group at Morgan Stanley. He concentrates on providing comprehensive wealth advisory services to affluent individuals and families, and is dedicated to helping clients define and meet their financial goals including a retirement they envision, a transition of wealth to their families, or meaningful philanthropic objectives.
Jim originally entered the financial services industry as a consultant, working with banks across the country, before joining the Des Moines branch of Shearson Lehman Brothers in 1991. Jim’s past experience in banking provide his clients with a multifaceted view of their investments.
After growing up in a small farming community in southwest Iowa, Jim graduated from the University of Iowa with a bachelor’s degree in Finance. When he’s not working, Jim can be found with his hands in the dirt tending his garden or with his nose in one of his mother’s cookbooks. Jim is proud to represent a firm that is committed to giving back to the community. He is a past member of the board of the Iowa chapter of the National Multiple Sclerosis Society and Children and Families of Iowa.
Jim originally entered the financial services industry as a consultant, working with banks across the country, before joining the Des Moines branch of Shearson Lehman Brothers in 1991. Jim’s past experience in banking provide his clients with a multifaceted view of their investments.
After growing up in a small farming community in southwest Iowa, Jim graduated from the University of Iowa with a bachelor’s degree in Finance. When he’s not working, Jim can be found with his hands in the dirt tending his garden or with his nose in one of his mother’s cookbooks. Jim is proud to represent a firm that is committed to giving back to the community. He is a past member of the board of the Iowa chapter of the National Multiple Sclerosis Society and Children and Families of Iowa.
Securities Agent: MI, IL, TN, NV, NE, FL, KY, AZ, NM, MN, GA, MD, WI, NY, NC, IN, IA, CO, WA, OK, CA, TX, SD, OR, ND, MO, CT, AR, VA, MA, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288034
NMLS#: 1288034
About John Victor
John Victor, CFP® is a Certified Financial Planner, First Vice President, Financial Advisor, Portfolio Manager and a member of The Des Moines Group at Morgan Stanley. His practice is built upon the principle of thoroughly understanding the unique needs and situations of each individual.
As a Certified Financial Planner, while working with his clients he is able to help create detailed asset and risk management, tax advantage, and legacy strategies to assist in meeting their most important goals. Having a well thought out plan which is implemented, monitored and adjusted as necessary is the cornerstone of one achieving their financial goals.
John combined his practice with The Des Moines Group due to their strong commitment to providing an outstanding client experience. With The Des Moines Groups collaborative-team approach, they can draw upon each other’s invaluable experience, insight, and expertise to enhance their clients outcomes.
John is married to Francie and they have three daughters all living in the Des Moines metro area. While John is not busy entertaining or attending his five grandchildren’s activities, he can be found out running, bicycling or reading. He is active in his church and has had the privilege of being a long time Big Brother with the Big Brother Big Sister of Central Iowa.
As a Certified Financial Planner, while working with his clients he is able to help create detailed asset and risk management, tax advantage, and legacy strategies to assist in meeting their most important goals. Having a well thought out plan which is implemented, monitored and adjusted as necessary is the cornerstone of one achieving their financial goals.
John combined his practice with The Des Moines Group due to their strong commitment to providing an outstanding client experience. With The Des Moines Groups collaborative-team approach, they can draw upon each other’s invaluable experience, insight, and expertise to enhance their clients outcomes.
John is married to Francie and they have three daughters all living in the Des Moines metro area. While John is not busy entertaining or attending his five grandchildren’s activities, he can be found out running, bicycling or reading. He is active in his church and has had the privilege of being a long time Big Brother with the Big Brother Big Sister of Central Iowa.
Securities Agent: MD, WI, AZ, AR, MN, NE, CA, NM, IL, IA, CT, VA, TX, NV, ND, AL, OR, MO, MI, MA, TN, OK, NC, FL, WA, NY, KY, KS, IN, CO, SD; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1648248
NMLS#: 1648248
About Priscilla Dickinson Sayeed
Priscilla contributes to a dynamic group of advisors within Morgan Stanley’s Central Iowa office. She draws experience from being a small business owner, executive assistant, and commercial property manager. Born into the family business, Priscilla operated a mid-sized, customer centric, women’s boutique. Later, as executive assistant to the owner of a large electrical contracting firm, she also assisted in the executive’s side interest of commercial property management.
Her seasoned team within the Morgan Stanley firm boasts a combined 80 plus years of experience delivering traditional investment practices and where appropriate, offering alternative strategies that seek to manage risk and maximize potential gains. She works with independent women and their families to develop a holistic approach to wealth management for each life stage, event, and generation. Expanding financial literacy among women has become a passion.
She attended the University of Kansas earning a bachelor of science. Priscilla spends a lot of her time volunteering and actively engaging in her community. She is a member of PEO Chapter HY and St Timothy’s Episcopal Church Altar Guild, THE Consortium, and The Des Moines Rotary AM. Outside of work, she enjoys spending time with her family and experiencing the outdoors through kayaking, bicycling, and skiing.
Priscilla resides in West Des Moines with the youngest of three children still at home. Priscilla holds her Series 7 General Securities and Series 66 Investment Advisor as well as Life, Accident, and Health insurance licenses.
Disclaimer:
Alternative investments often are speculative and include a high degree of risk. Investors could
lose all or a substantial amount of their investment. Alternative investments are appropriate only
for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an
indefinite period of time. They may be highly illiquid and can engage in leverage and other
speculative practices that may increase the volatility and risk of loss. Alternative Investments
typically have higher fees than traditional investments. Investors should carefully review and
consider potential risks before investing.
Her seasoned team within the Morgan Stanley firm boasts a combined 80 plus years of experience delivering traditional investment practices and where appropriate, offering alternative strategies that seek to manage risk and maximize potential gains. She works with independent women and their families to develop a holistic approach to wealth management for each life stage, event, and generation. Expanding financial literacy among women has become a passion.
She attended the University of Kansas earning a bachelor of science. Priscilla spends a lot of her time volunteering and actively engaging in her community. She is a member of PEO Chapter HY and St Timothy’s Episcopal Church Altar Guild, THE Consortium, and The Des Moines Rotary AM. Outside of work, she enjoys spending time with her family and experiencing the outdoors through kayaking, bicycling, and skiing.
Priscilla resides in West Des Moines with the youngest of three children still at home. Priscilla holds her Series 7 General Securities and Series 66 Investment Advisor as well as Life, Accident, and Health insurance licenses.
Disclaimer:
Alternative investments often are speculative and include a high degree of risk. Investors could
lose all or a substantial amount of their investment. Alternative investments are appropriate only
for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an
indefinite period of time. They may be highly illiquid and can engage in leverage and other
speculative practices that may increase the volatility and risk of loss. Alternative Investments
typically have higher fees than traditional investments. Investors should carefully review and
consider potential risks before investing.
Securities Agent: OR, AZ, SD, NM, VA, TX, PA, KY, IN, IL, FL, WA, TN, MA, IA, CT, OK, NC, MN, ME, NE, MD, NV, CO, NY, MI, KS, CA, WI, AR, ND, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1301208
CA Insurance License #: 0L90925
NMLS#: 1301208
CA Insurance License #: 0L90925
About Matthew Jens
Matt designs and manages client investment portfolios and serves as the chair of The Des Moines Group’s investment committee. Using his economics background, investment experience, and training, while leveraging the global resources of Morgan Stanley, Matt focuses on providing guidance and risk management strategies to clients that helps keep their financial goals in view.
Matt earned a B.A. from Central College in Pella, Iowa, where he studied business management and economics. Matt has been in the financial services industry since 2012.
Matt lives in Gilbert, Iowa, with his wife, Kelli, and their four children. He is active in his church, Ascension Lutheran Church (Ames), where he serves on the Stewardship and Finance Committee. Matt also serves on the board of the Gilbert Education Foundation, which provides classroom funding for teachers in the Gilbert Community School District. In his spare time, Matt enjoys fishing, boating, coaching and watching his kids play sports.
Matt earned a B.A. from Central College in Pella, Iowa, where he studied business management and economics. Matt has been in the financial services industry since 2012.
Matt lives in Gilbert, Iowa, with his wife, Kelli, and their four children. He is active in his church, Ascension Lutheran Church (Ames), where he serves on the Stewardship and Finance Committee. Matt also serves on the board of the Gilbert Education Foundation, which provides classroom funding for teachers in the Gilbert Community School District. In his spare time, Matt enjoys fishing, boating, coaching and watching his kids play sports.
Securities Agent: VA, NV, KY, IN, CA, NY, NC, KS, FL, TX, TN, OR, NE, CT, AZ, AR, SD, OK, MI, IA, MD, WA, NM, MO, IL, WI, HI, ND, MA, CO, MN; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1789386
NMLS#: 1789386
About Raegan Wagner
Raegan specializes in working with clients to create personalized financial plans. These plans serve as a financial roadmap leading to and through retirement and other life transitions. She educates clients on how the unique pieces of their financial puzzle can fit together to achieve life and legacy goals.
Raegan has earned the designation of Financial Planning Specialist while at Morgan Stanley, and she has been in the financial services industry since 2004. She received her B.A. in Business Management at Central College in Pella, Iowa.
Raegan lives in Cambridge, Iowa, with her husband, Peter, and their three children. She is actively involved with her church, Hope Ankeny, where she serves regularly as a Sunday school teacher for elementary-aged children. She also serves as Secretary of the Iowa Associated Saddle Club and is a committee member of the State of Iowa 4-H Horse Committee. In Raegan’s spare time, she enjoys gardening, showing horses, and coaching and watching her kids play sports.
Raegan has earned the designation of Financial Planning Specialist while at Morgan Stanley, and she has been in the financial services industry since 2004. She received her B.A. in Business Management at Central College in Pella, Iowa.
Raegan lives in Cambridge, Iowa, with her husband, Peter, and their three children. She is actively involved with her church, Hope Ankeny, where she serves regularly as a Sunday school teacher for elementary-aged children. She also serves as Secretary of the Iowa Associated Saddle Club and is a committee member of the State of Iowa 4-H Horse Committee. In Raegan’s spare time, she enjoys gardening, showing horses, and coaching and watching her kids play sports.
Securities Agent: NY, VA, SD, ND, TX, MA, KS, HI, WI, NV, MI, NE, MO, KY, IN, FL, TN, CT, CO, MD, CA, OK, IA, NM, NC, MN, OR, IL, AZ, AR, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1628117
NMLS#: 1628117
About Zachary Bouslog
Zach Bouslog is a Financial Advisor with the Des Moines Group at Morgan Stanley. He has built his reputation and his business on the foundation of honesty and transparency. He is dedicated to listening to what his clients’ needs may demand and always acting in their best interest. He brings his previous 8 years of knowledge and experience in the financial services industry as a successful Regional Vice President with two prominent insurance companies. There he focused on holistic financial planning, specifically retirement income, estate and tax planning.
Zach graduated from the University of Iowa, where he earned Dean’s List. He lives firmly by his late grandfather’s motto, “It’s hard to be good, but harder to stay good,” hence he is currently pursuing his Retirement Income Certified Professional® designation through the American College of Financial Services.
Zach was born and raised in Des Moines and currently resides in Urbandale, IA with his wife, Kelsi, and their children Berkley and Bowen. He sits on the Board of Directors of the Des Moines AM Rotary Club. He is currently engaged in various philanthropic ventures in central Iowa and is a big supporter of the Blank Park Zoo.
In his spare time, he loves spending quality time with his family and friends. He enjoys exploring nature and parks with their children, playing golf, traveling, smoking meat and is an avid Iowa Hawkeyes fan.
Zach graduated from the University of Iowa, where he earned Dean’s List. He lives firmly by his late grandfather’s motto, “It’s hard to be good, but harder to stay good,” hence he is currently pursuing his Retirement Income Certified Professional® designation through the American College of Financial Services.
Zach was born and raised in Des Moines and currently resides in Urbandale, IA with his wife, Kelsi, and their children Berkley and Bowen. He sits on the Board of Directors of the Des Moines AM Rotary Club. He is currently engaged in various philanthropic ventures in central Iowa and is a big supporter of the Blank Park Zoo.
In his spare time, he loves spending quality time with his family and friends. He enjoys exploring nature and parks with their children, playing golf, traveling, smoking meat and is an avid Iowa Hawkeyes fan.
Securities Agent: OR, CT, SC, TX, NE, MN, AZ, AR, NM, KS, FL, CA, WI, TN, MD, HI, GA, VA, OK, ND, MI, IA, SD, LA, WY, NV, MO, CO, MA, IN, NC, KY, IL, WA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 2372439
NMLS#: 2372439
About Christy L Wetrich
Christy is a Portfolio Associate and *Financial Planning Specialist with Morgan Stanley. With over 25 years of experience in the investment industry, she has been with Morgan Stanley and predecessor firms since 2007.
Christy works with The Des Moines Group at Morgan Stanley, where she is the senior point of contact for all operational and administrative inquiries. Christy is committed to providing each client with the highest level of professional service.
Christy holds her Series 7 - General Securities, Series 63 - Uniform Securities Agent State Law and the Series 66 - Uniform Combined State Law licenses.
*This role cannot solicit or provide investment advice.
Christy works with The Des Moines Group at Morgan Stanley, where she is the senior point of contact for all operational and administrative inquiries. Christy is committed to providing each client with the highest level of professional service.
Christy holds her Series 7 - General Securities, Series 63 - Uniform Securities Agent State Law and the Series 66 - Uniform Combined State Law licenses.
*This role cannot solicit or provide investment advice.
About Stacey Burger
Stacey takes great pride in delivering first class service to the clients we serve. She is the first point of contact for fact-based questions relating to cash transfers, statement questions, client online account access, and assistance with lending services.
Stacey earned her B.S. degree from Iowa State University where she studied Business Management. She joined Morgan Stanley's predecessor firm in 2007 as a Client Service Associate. Stacey lives in Gowrie, Iowa with her husband Tracy and their three children. Away from the office, she enjoys spending time with her family, golfing and boating.
Stacey earned her B.S. degree from Iowa State University where she studied Business Management. She joined Morgan Stanley's predecessor firm in 2007 as a Client Service Associate. Stacey lives in Gowrie, Iowa with her husband Tracy and their three children. Away from the office, she enjoys spending time with her family, golfing and boating.
About Lisette Villalba Torres
Lisette started her time with Morgan Stanley in May of 2022 as an intern, where she was able to work side by side with the team to learn more about the industry. She was quickly promoted to a Client Service Associate in September 2022. She graduated from Drake University in May of 2024 with a B.A. in Business Administration and B.S. in International Relations and joined the team full time after graduation.
During her time at Morgan Stanley, she has demonstrated to be an integral part of the team due to her diligent customer service skills and adaptability to assist the team no matter the task.
Originally, from Beloit, Wisconsin, Lisette now resides in West Des Moines. She enjoys traveling, spending time with friends and family, and staying active by going hiking and jogging.
During her time at Morgan Stanley, she has demonstrated to be an integral part of the team due to her diligent customer service skills and adaptability to assist the team no matter the task.
Originally, from Beloit, Wisconsin, Lisette now resides in West Des Moines. She enjoys traveling, spending time with friends and family, and staying active by going hiking and jogging.
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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
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Creating customized financial strategies for the challenges that today’s families face.
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Des Moines 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.
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.
3Morgan 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.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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
8When 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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
10Morgan 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.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
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
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.
3Morgan 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.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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
8When 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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
10Morgan 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.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
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)
