The Galileo Group

We believe that achieving any type of success requires a true understanding of your financial goals.  We can help define these goals and tailor an individual strategy specific to your situation and to our economic conditions.  As a Portfolio Management team we are able to offer our clients custom made portfolios specifically designed to align your short, medium, and long term goals.At the Galileo Group at Morgan Stanley, we are about individual strategies that work specifically for you, not solutions for the masses.  We pride ourselves in delivering solutions to your individual needs now and in the future.  Having a team such as ours with diverse specialties and backgrounds allows our clients to take full advantage of getting what they really need.
Services Include
  • Trust Accounts1
  • UGMA/UTMA2
  • 401(k) Rollovers
  • Asset Management3
  • Defined Contribution Plans4
  • Financial Planning5
  • Lending Products
  • Planning for Education Funding6
  • Professional Portfolio Management7
  • Retirement Planning8
  • Wealth Consulting
  • Wealth Management9
  • 529 Plans10
  • Annuities11
  • Cash Management12
  • Corporate Retirement Plans13
  • Divorce Financial Analysis14
  • LGBT Planning Services
  • Life Insurance15
  • Long Term Care Insurance16
  • Municipal Bonds17
  • Planning for Individuals with Special Needs18
  • Qualified Retirement Plans19
  • Structured Products20
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

In The Press

With over 50 years combined industry experience from our team members, our clients are able to rely on the advice and direction of our team members.  In addition to industry experience, our team members contribute their expertise with experience from a host of different backgrounds including, accounting, engineering, banking, aviation management, and much more.  This blend of experiences that our team brings together allows us to analyze and approach investment choices from different perspectives before reaching a decision.  Our clients appreciate and find comfort in having a diverse team that works collectively for the best interest of our clients.

    Experience

    With over 50 years combined industry experience from our team members, our clients are able to rely on the advice and direction of our team members.  In addition to industry experience, our team members contribute their expertise with experience from a host of different backgrounds including, accounting, engineering, banking, aviation management, and much more.  This blend of experiences that our team brings together allows us to analyze and approach investment choices from different perspectives before reaching a decision.  Our clients appreciate and find comfort in having a diverse team that works collectively for the best interest of our clients.

      Location

      4801 N Butler
      Ste 14101
      Farmington, NM 87401
      US
      Direct:
      (505) 326-9326(505) 326-9326
      Toll-Free:
      (800) 767-6201(800) 767-6201

      Meet The Galileo Wealth Management Group

      About Me

      As a licensed investment professional since 1984, Mike implements wealth management strategies for clients by concentrating on portfolio management.  He began his career with Dean Witter Reynolds in California.  Upon moving to Farmington, NM in 1991, he managed offices for Edward Jones and Merrill Lynch, later joining Morgan Stanley Smith Barney in 2008 to take advantage of the breadth of resources available at the firm.  He focuses on top-down economics, market research, and new business-planning development.
      In 2013-2014, Mike completed coursework and achieved the designation of Certified Portfolio Manager from Columbia University.
      He earned a B.S. and Masters in Accounting from Brigham Young University in 1981 where he also played football as a running back and receiver.  He also served as a missionary in Latin America and is fluent in Spanish.  He enjoys playing tennis and golf, but loves serving in his community and church.  Mike and his wife have six children and seven grandchildren.  He works in offices in New Mexico and Utah.
      Securities Agent: UT, TX, NM, WA, VA, OR, OH, NY, NV, ND, MI, MA, IL, ID, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1288062

      About Me

      Jeff has been married over 40 years, has 2 married daughters with exceptional husbands, and 6 grandchildren. He earned a B.S. in Mining Engineering from University of Utah in 1979. He held various leadership positions and retired after 32 years with BHPBilliton.

      He has a unique perspective in that he has already made the retirement decision.  He knows firsthand the challenges of deciding “Do I have enough money to retire?”. Having people achieve their Lifestyle goals (retirement) and preserve their assets fits well with Jeff’s desire to help people accumulate the finances to retire.

      He listens carefully to your financial desires to match your needs with the investment opportunities available today.  He joined The Galileo Group to provide a high level of service and broader, more efficient investment opportunities.
      Jeff volunteers at his church, supports the Boy Scouts of America, loves to play golf and boat with his grandchildren.

      His primary objective is to help each client achieve their Lifestyle goals and preserve their hard-earned assets.  A disciplined investment philosophy with intentional investing helps avoid the emotional struggle most people experience as markets go up and down.  Success to him is based on effectively helping each client meet their retirement goals and gain a lifelong friend.
      Securities Agent: NM, WA, VA, UT, TX, OR, OH, NV, ND, MI, MA, IL, ID, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1272909

      About Me

      Brian joined Morgan Stanley in 2012 to help our team grow the practice and increase the service provided to all our clients.  Since starting with Morgan Stanley, he has filled several rolls including Client Service Associate and Wealth Advisory Associate where he was trained for Morgan Stanley’s planning team to developed retirement plan analyses for our team as well as other Financial Advisors in the Southwest Region.  As this is an essential part of what we provide, having Brian on our team helps our clients sit with a professional to explain different scenarios that could affect their financial retirement plans.  Now as a Financial Advisor, Brian is able to present unique planning solutions and help clients implement them to achieve their goals.
       
      Brian comes to Morgan Stanley with a background in international aviation management.  Working with many Japanese and Chinese airlines, he brings with him an understanding of international influences.  He received his Bachelor of Science degree from BYU – Hawaii in International Business with a minor in Japanese.  Prior to graduation, he spent 2 years as a volunteer missionary in Sapporo Japan, where he became fluent in Japanese.
      He enjoys wrestling, being involved with his church, serving as a BSA Scout Master for 20+ boys, and serving on the board for the local Kiwanis board serving children in the area.  More than that, he loves spending time with his wife, Cami and their 2 active boys and new baby girl.
      Securities Agent: NM, WA, VA, UT, TX, OR, OH, NV, ND, MI, MA, IL, ID, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1255744

      About Me

      Jeanine joined the firm in 2008 and has been in the financial services industry for 20+ years.  She started her financial career at a local community bank as a teller and quickly moved up to work in the investment department of the bank.  From there she continued her career at Merrill Lynch assisting Mike Lacey, Financial Advisor, in various client service roles for 7 years prior to coming to Morgan Stanley.  She is a graduate of New Mexico State University where she earned her Bachelor of Business Administration in Finance and Economics.
       
      Jeanine has many roles on our team, including portfolio operations and also overseeing administrative and operational activities.  Her primary focus is making sure client needs are handled in a seamless and efficient manner.
       
      Jeanine has been married to Kenneth for 19 years and they have 2 children and are enjoying their first grandchild.  She is active in politics and serves on the board of two political organizations.  She also enjoys spending time with her large extended family.
      Securities Agent: TX, NM, WA, VA, UT, OR, OH, NY, NV, ND, MI, MA, IL, ID, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1489605

      About Me

      Sam earned a B.S. in Business Management from Utah Valley University in 2015 and immediately joined Morgan Stanley that same year. His goal is to help our clients reach their maximum potential by utilizing Morgan Stanley’s vast resources. He will find unique ways to improve client’s financial plans. As a Financial Advisor, he is also able to assist you in planning for your retirement whether you are 40 years away from retirement or already retired.
      Sam has been married to his wife, Annie, since 2013. They had their first child in 2014 and they love spending every spare moment together. He enjoys playing football, basketball, tennis, going to the lake, and playing games with family and friends. He served a mission in Guadalajara, Mexico and is fluent in Spanish. He is still involved in helping his church and community.
      Securities Agent: UT, WA, VA, TX, PA, OR, OH, NY, NV, NM, ND, MI, MA, IL, ID, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1500600

      About Me

      Megan joined Morgan Stanley in 2015 as a client service associate allowing the other team members to more fully focus on the needs of their clients.  Prior to Morgan Stanley, Megan comes to us with 11 years’ experience as Senior Pharmacy Tech working at Walgreens.  With this background she is organized, resourceful, and making sure clients are well taken care of.  
      Megan has been married to Chad for 5 years and they have 2, very active girls, ages 4 and 1.  She enjoys spending time with her family, being involved in dance lessons and t-ball, as well as being outdoors and traveling.

      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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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact The Galileo Wealth Management Group today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      2Morgan 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.

      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.

      4Tax 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.

      5Morgan 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.

      6Morgan 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.

      7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      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.

      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.

      10Investors 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.

      11Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      12Morgan 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

      13Tax 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.

      14Morgan 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.

      15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      16Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      17Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      18Morgan 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.

      19Tax 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.

      20Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

      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 suitable 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”) 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.


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