Our Story and Services

We strive to be trusted advisors to the families and businesses we work with, by solving problems through client-centered financial solutions. This has provided a platform for cherished relationships over the years. Many clients have been with us since day one, and we are now blessed to work with their children and grandchildren.

Our team presents a united front in our financial planning and investment philosophies. We have each increased our experience in specific areas—Dwight in investment selection, Garrett in small 401(k)s and asset allocation, and Matt in the business/personal lending, insurance, and annuities. These concentrations help us provide specific advice in the context of the larger, more comprehensive wealth management approach we collectively provide.

Nothing is more rewarding than the relief on our client’s faces when we can mitigate stress around money. This basic life necessity, and the range of opportunities it provides our clients, is the greatest gift of all.

We want the best for our clients and refuse to be distracted by unsubstantiated trends or hype. If you do what’s right you don’t have to worry about the money following and we generate success for our clients based on this tenant every day. We came together as a team thanks to American Legion baseball, and it’s the same simple values found on the baseball field that drive the ideals of our team to this day.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Business Planning3
  • Planning for Education Funding4
  • Estate Planning Strategies5
  • Divorce Financial Analysis6
  • Planning for Individuals with Special Needs7
  • Wealth Management8
  • 401(k) Rollovers
  • Defined Contribution Plans9
  • Lending Products
  • Cash Management10
  • Trust Accounts11
  • 529 Plans12
  • UGMA/UTMA13
  • Annuities14
  • Life Insurance15
  • Sustainable Investing16
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

We attract clients who value hard work and the success it provides for their families. Often, they’re too busy to manage their financial lives or find the resources to do so. There is a real need for help, education and awareness—this is where we come in.

Rather than sourcing clients from exclusively within the city, we reach out to those individuals who might not otherwise be approached about their financial planning needs. We seek out families and small-town entrepreneurs who, like us, have built their practices on loyalty and community values. We relate to them, and have the capacity to make a large impact on their lives as a result. 

 In addition to general financial planning, we also provide for clients with unique needs. Many small business owners build relationships on trust and want to properly provide for their employees. Garrett has developed a niche offering low-cost 401k’s and alternatives, and works diligently on the operational set up and management of these plans. As a former employee in the medical community, and an avid fisherman, he works closely with these communities as well. As former pilot in the Marine Corps, Matt has a strong connection with those transitioning from active duty into the veteran community, and he also works closely with the real estate community in Omaha, where he grew up.  

Our clients from smaller surrounding towns also appreciate the anonymity that working with an advisory team in Omaha affords. We share the same values as our clients, but don’t compromise their privacy by running in the same circles.

    Working With You

    Every client we work with presents a different situation, set of challenges, and potential solutions. However, our process for uncovering these is the same with every client. Decades of experience have taught us that we can never be too thorough in ensuring we do everything we can for clients. This has culminated in a seven-step process we apply to every engagement. The results are always different and always comprehensive, enabling us to create highly personalized financial plans and investment strategies for each individual, family, or business.

      Your Financial Plan

      Financial planning is a recent positive shift in the industry. Dwight applied financial planning concepts well before the tools were created, and now Matt and Garrett, both highly experienced in financial planning, apply their knowledge to the process as well.
      Matt and Garrett’s previous roles as wealth advisor associates at Morgan Stanley uniquely prepared them as financial planners. Required to work diligently on financial plans for brokers at Morgan Stanley offices in Nebraska and Iowa, they accessed the perspectives of several practices and witnessed the positive impact financial planning has on clients. This experience, coupled with the robust planning resources provided by Morgan Stanley, enables us to create realistic and manageable plans for clients so they can live the lives they want both now and in the future.
      LifeView®— Sophisticated suite of tools, that includes goal-specific analysis, and the capability to introduce and analyze different strategies.
      Investment options—A widespread investment platform across all asset classes, with access to seasoned portfolio managers and alternative investment opportunities.
      Philanthropic investing—Between Morgan Stanley’s impact investing platform and strategic gifting options, we are well-positioned to help our clients with any of their philanthropic desires.
      Impact Investing-Our Investing with Impact platform offers a selection of investment solutions that can help address complex social and environmental challenges and align them with your financial goals.
      Technology—Morgan Stanley makes sizeable investments to create technology infrastructure that supports ease of access for clients who want to stay involved in their portfolios and financial plans.
      Private banking—We provide access to cash management and lending solutions through Morgan Stanley Private Bank.
      Family wealth management—We provide succession planning, through wealth education, family governance, estate planning and lifestyle advisory services.

        Events

          Location

          13625 California St
          Ste 400
          Omaha, NE 68154
          US
          Direct:
          (402) 548-3433(402) 548-3433
          Toll-Free:
          (800) 228-3309(800) 228-3309

          Meet The Frost/ Samson Group

          About Me

          Dwight M. Frost
          First Vice President
          Financial Advisor
          Financial Planning Specialist

          Dwight started at Morgan Stanley over 30 years ago, and brings decades of experience and knowledge of different economic environments and market cycles to serve the team and his clients. He applies this expertise in providing leadership in the selection of investment vehicles, and supervising all facets of the practice to give clients the very best service possible.

          Prior to coming to Morgan Stanley, Dwight attended Nebraska Wesleyan University, and  Creighton School of Law for a year before transitioning into a financial advisory role. This knowledge provides a specialized perspective in his role as a financial advisor, and enables clarity in making referrals on behalf of his clients. 

           Outside of Morgan Stanley, Dwight serves on the Board of Elders for the Lord of Life Lutheran Church in Elkhorn, NE, and as the Treasurer for the Waterloo-Valley Recreation Association (Post 58 American Legion Baseball). He also serves in a fundraising capacity for the Douglas County West Youth Sports. In his spare time, Dwight enjoys spending time with his family and boating and fishing.
          Securities Agent: TX, NE, WY, WI, WA, VA, UT, SD, OR, OK, OH, NY, NM, NJ, NC, MO, MN, MI, MD, KS, IN, IL, ID, IA, HI, GA, FL, DE, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
          NMLS#: 1297961

          About Me

          Garrett Frost
          Financial Advisor
          Financial Planning Specialist

          Garrett has been a Financial Planning Specialist and a Financial Advisor with the Frost/Samson group since 2014. He manages responsibilities related to financial planning, investment research, portfolio building, and employer retirement plans, including 401k and  alternatives. Garrett brings a depth of experience in financial planning to the team, having worked with a variety of advisors to create hundreds of financial plans for clients throughout Nebraska and Iowa during his time at Morgan Stanley. 

          Prior to joining Morgan Stanley, Garrett was the Search and Procurement Coordinator at the University of Nebraska Medical Center, where he helped coordinate stem cell transplants for adult oncology/hematology patients, and also participated in cancer research. The experience of working as an advocate for his patients while simultaneously fulfilling the responsibilities and expectations of his role was extremely time-sensitive and often vitally important. He carries this skill-set, and the ability to balance priorities with the needs of the client, over to his work in finance. 

          Outside of work, Garrett serves on the board for his Bass Fishing Club as the tournament director, and enjoys fishing multiple bass tournaments around the Midwest each year. He is actively involved in his local community as a mentor and coach in various capacities for children.
          Securities Agent: NE, IA, WY, WI, WA, TX, SD, OR, OK, OH, NY, NM, NJ, NC, MO, MN, MI, KS, IN, IL, ID, HI, GA, FL, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
          NMLS#: 1537266

          About Me

          Matt Samson
          Financial Advisor
          Financial Planning Specialist

          Matt has been a Financial Planning Specialist and a Financial Advisor with the Frost/Samson group since 2015. He manages the business development, marketing, and business processes of the team, and serves as the insurance and annuities specialist.

          Prior to joining Morgan Stanley, Matt managed a galvanizing plant and served for 15 years in the United States Marine Corps. His military experience has prepared him well in a leadership capacity and in the skills of quick and accurate decision-making, which has proven especially valuable in his role in financial services. His service has also led to his impactful work helping to transition veterans from the military into and within business and professional settings.

          Matt received a B.S. in Business Administration from the University of Nebraska – Lincoln, and an MBA from the University of Nebraska – Omaha. Outside of work, Matt is a member of the Military Officers Association of America, The Daedalians, and The Commemorative Air Force. He also volunteer baseball and football coach, and loves sports, aviation, and spending time with his wife, Laura and three boys Brayden, Connor, and Will.
          Securities Agent: NE, WY, WI, WA, VA, TX, SD, SC, OR, OK, OH, NY, NM, NJ, NH, ND, NC, MO, MN, MI, MD, KS, IN, IL, ID, IA, HI, GA, FL, DE, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
          NMLS#: 1520227
          Investment and Market Perspectives

          On the Markets

          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
          The Simple Six-Step Retirement Checkup

          The Simple Six-Step Retirement Checkup

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          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
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

          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
          Financial Transition: A Guide for Women

          Financial Transition: A Guide for Women

          Here's how to take control of your finances if a death or divorce leaves you holding the reins.

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
          6 Keys to Building a Startup

          6 Keys to Building a Startup

          Entrepreneurs share ideas and learnings from the experience of starting a company.

          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
          A New Roadmap for Mission Alignment

          A New Roadmap for Mission Alignment

          Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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          Morgan Stanley and Justin Rose: A Winning Team

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          Reserved | Living & Giving

          Reserved | Living & Giving

          Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
          Learn more about Reserved | Living & Giving
          Sign Up for eDelivery

          Sign Up for eDelivery

          With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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          Access Morgan Stanley Online

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          Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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          Ready to start a conversation? Contact The Frost/ Samson Group today.
          Market Information Delayed 20 Minutes
          1Morgan 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.

          2Morgan 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.

          3Morgan 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.

          4Morgan 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.

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          8Morgan 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.

          9Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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          Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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          12Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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          16The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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