Gordon H Hamilton III, CRPC®
Managing Director, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(816) 932-7856(816) 932-7856
The Hamilton Retirement Planning Group at Morgan Stanley
Gordon H Hamilton III, CRPC®Thomas C Riordan, CRPC®Christopher Briley, CRPC®Kyle R Hummer, CRPC®Brad Welch, CRPC®Shane Hefty, CFP®, CRPC®Jack Bahlinger, CRPC®
Direct:
(816) 932-7856(816) 932-7856
Direct:
(314) 889-8148(314) 889-8148
Toll-Free:
(800) 821-6119(800) 821-6119
Our Mission Statement
We focus on helping individuals and their families seek to achieve a successful and rewarding retirement
An Exclusive Focus on Retirement Planning
Founded in 1988, our team has been dedicated to the unique and complex issues associated with retirement, having helped hundreds of clients navigate this process seamlessly and effectively. Most of our clients come to us about 10 years before retirement, while still enjoying successful careers and steadily saving and investing for the future. These are the clients we focus on serving. As long-time retirement professionals, we’ve encountered nearly every possible scenario among our clients, including a wide range of financial knowledge, income levels, career paths and backgrounds. We will apply this extensive experience to your particular needs and objectives, resulting in a suitable strategy customized just for you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
While there are many ways to plan for retirement and beyond, most individuals have neither the time nor the expertise to plan for and implement a successful roadmap towards their future. At the Hamilton Retirement Planning Group, we have significant experience in helping people like you achieve their goals.
Specifically, we'll work with you to answer these vital questions:
- Do I have enough money to cover my needs, my ambitions and unexpected expenses?
- How do I deal with such uncertainties as taxes, inflation and health issues?
- How do I monitor my retirement assets through rapidly changing market conditions?
- When should I take Social Security?
- What's the most effective spending strategy to meet my goals and minimize taxes?
- How do I plan for my family legacy and charitable goals?
Our Process:
Unlike other teams who concentrate primarily on growing your investment portfolio, we have extensive knowledge in helping you transition to retirement as well as maintain your chosen lifestyle once in retirement. In other words, we help you with all three phases:
Planning
We help develop, implement and track a custom-tailored goals based portfolio based on key criteria, including your spending needs, risk tolerance, time horizon, liquidity needs and return expectations.
Transitioning
We help turn your life savings into a steady stream of income aimed at lasting your lifetime. It is our job to help you navigate the complexities of Social Security, Medicare, IRA distribution rules, and an array of other issues.
Maintaining
We have the tools and knowledge to help you follow your passions, ensure your legacy and protect your family.
Our Concierge Team
Today’s complex, global economy requires skill and vigilance when it comes to wealth management. It takes an experienced team to develop, implement, and monitor a plan for a strong financial future—a future that considers the needs and desires of family and others.
The Hamilton Retirement Planning Group's Concierge Team is a group of seasoned advisors and professionals that provides you with a convenient, high level of service that helps you to manage and implement your financial plan before and during your retirement years. The Concierge Team assists you with more basic needs like contact information updates, online enrollments, and fund distribution, as well as more complex items such as portfolio reviews, investment recommendations, and financial plan updates.
The Hamilton Retirement Planning Group's Concierge Team is a group of seasoned advisors and professionals that provides you with a convenient, high level of service that helps you to manage and implement your financial plan before and during your retirement years. The Concierge Team assists you with more basic needs like contact information updates, online enrollments, and fund distribution, as well as more complex items such as portfolio reviews, investment recommendations, and financial plan updates.
Shane M. Hefty, CFP®, CRPC®
Vice President, Financial Advisor
Teri Craig
Vice President, Director of Investments
Jennifer Butler
Senior Client Service Associate
Kara Pryor
Senior Client Service Associate
Hattie Sigler
Client Service Associate
Documents & Resources
In line with our business mission, we pride ourselves in providing digestible resources for our clients for every step of their retirement journey; before, after, and between our meetings with you.
Morgan Stanley Online
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Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Total wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
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2025 Federal Income Tax Tables
For help filing your taxes this year, our team has published the 2025 tax tables for your reference. Please click the link below to view them.
2025 Tax Tables
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT2025 Events
Morgan Stanley Webinar: Medicare | May 15th, 2025
If you are like most Americans, health care is expected to be one of your largest expenses in retirement, after housing and transportation costs. But unlike your parent’s generation, you won’t likely have access to employer or union-sponsored retiree health benefits. So, health care costs could likely consume a larger portion of your retirement budget - a plan can help you prepare for that.
Register HereMorgan Stanley Webinar: Retirement Planning | July 17th, 2025
You have a unique vision for your retirement. Proper, proactive planning is the first step toward bringing that vision to life. Join us as we focus on developing a retirement strategy that helps you achieve your goals.
Register HereMorgan Stanley Webinar: Medicare | September 9th, 2025
If you are like most Americans, health care is expected to be one of your largest expenses in retirement, after housing and transportation costs. But unlike your parent’s generation, you won’t likely have access to employer or union-sponsored retiree health benefits. So, health care costs could likely consume a larger portion of your retirement budget - a plan can help you prepare for that.
Register HereMorgan Stanley Webinar: Estate Planning | September 11th, 2025
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while managing gift, estate, generation skipping transfer, and income tax. Join us for an informative webinar featuring Estate Planning Attorney, Christopher Gaughan.
Register HereMorgan Stanley Webinar: Texas Estate Planning | September 25th, 2025
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while managing gift, estate, generation skipping transfer, and income tax.
Register HereMorgan Stanley Webinar: Social Security | October 9th, 2025
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Register HereLocation
4520 Main St.
8th Floor
Kansas City, MO 64111
US
Direct:
(816) 932-7856(816) 932-7856
Toll-Free:
(800) 821-6119(800) 821-6119
7733 Forsyth Blvd.
20th Floor
Clayton, MO 63105
US
Direct:
(314) 889-8148(314) 889-8148
Meet The Hamilton Retirement Planning Group
Thomas C Riordan, CRPC®
Executive Director, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(816) 932-7802(816) 932-7802
Christopher Briley, CRPC®
Executive Director, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(816) 932-7642(816) 932-7642
Kyle R Hummer, CRPC®
Senior Vice President, Financial Advisor, Chartered Retirement Planning Counselor
Phone:
(816) 932-7882(816) 932-7882
Phone:
(816) 932-7643(816) 932-7643
Jack Bahlinger, CRPC®
Vice President, Financial Advisor
Phone:
(314) 889-8148(314) 889-8148
Shane Hefty, CFP®, CRPC®
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(816) 932-7814(816) 932-7814
Teri Craig
Vice President, Director of Investments
Phone:
(816) 932-7898(816) 932-7898
Erin Murphy
Wealth Management Associate
Phone:
(816) 932-7815(816) 932-7815
Jennifer Butler
Senior Client Service Associate
Phone:
(816) 932-7894(816) 932-7894
Kara Pryor
Senior Client Service Associate
Phone:
(816) 932-7865(816) 932-7865
Hattie Sigler
Client Relationship Analyst
Phone:
(816) 932-7623(816) 932-7623
Julia Swayne
Client Service Associate
Phone:
(816) 932-7644(816) 932-7644
About Gordon H Hamilton III
Gordon Hamilton III is a Financial Advisor and a Managing Director with the Hamilton Retirement Planning Group at Morgan Stanley in Kansas City, MO. He began his career in 1987 and has been with Morgan Stanley and its predecessor firms for his entire career. Gordon holds a Bachelor of Business Administration (BBA) in Finance from Southern Methodist University.
During his long, distinguished career, Gordon has addressed virtually all facets of retirement planning. In doing so, he has helped many clients accumulate assets for their retirement and create conservative strategies designed to generate steady income streams throughout their leisure years.
Given his decades-long focus on retirement planning, Gordon is highly sensitive to the many issues that concern retirees, such as outliving their assets, and is also extremely adept at uncovering needs and concerns that clients themselves are not even aware they will likely have later in life. He believes the closer a financial advisor listens to a client, the better he or she can craft a precise plan that appropriately aligns with the individual’s unique needs.
Gordon strives to form a close relationship with all of his clients, because he wants them to feel comfortable asking him anything about their personal financial situation. This approach often leads clients to form a personal relationship with him and seek his advice on a host of other financial topics – from buying a home to investing assets for a grandchild’s college education.
Gordon is also very proud of the team of honorable, hard-working investment professionals he has assembled at The Hamilton Retirement Planning Group. Many of the professionals have been with him for more than a decade.
Finally, he is most proud of his family. Gordon has been married to his lovely wife, Ann Marie, for more than 25 years, and they have four adult children. Gordon and Ann Marie enjoy spending time with family, traveling and staying active in their church.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Forbes, Best-in-State Wealth Advisor
2020 – 2024
Barron’s Magazine, Top 1200 Financial Advisors
2014 – 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
During his long, distinguished career, Gordon has addressed virtually all facets of retirement planning. In doing so, he has helped many clients accumulate assets for their retirement and create conservative strategies designed to generate steady income streams throughout their leisure years.
Given his decades-long focus on retirement planning, Gordon is highly sensitive to the many issues that concern retirees, such as outliving their assets, and is also extremely adept at uncovering needs and concerns that clients themselves are not even aware they will likely have later in life. He believes the closer a financial advisor listens to a client, the better he or she can craft a precise plan that appropriately aligns with the individual’s unique needs.
Gordon strives to form a close relationship with all of his clients, because he wants them to feel comfortable asking him anything about their personal financial situation. This approach often leads clients to form a personal relationship with him and seek his advice on a host of other financial topics – from buying a home to investing assets for a grandchild’s college education.
Gordon is also very proud of the team of honorable, hard-working investment professionals he has assembled at The Hamilton Retirement Planning Group. Many of the professionals have been with him for more than a decade.
Finally, he is most proud of his family. Gordon has been married to his lovely wife, Ann Marie, for more than 25 years, and they have four adult children. Gordon and Ann Marie enjoy spending time with family, traveling and staying active in their church.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Forbes, Best-in-State Wealth Advisor
2020 – 2024
Barron’s Magazine, Top 1200 Financial Advisors
2014 – 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: UT, AR, WY, WA, TX, OH, MS, TN, NE, ME, IN, OR, NV, MT, KY, KS, IA, CO, CA, PA, OK, ND, NC, LA, WI, SC, NM, NJ, MD, MA, IL, ID, DE, VA, MI, AZ, AK, HI, AL, NH, SD, MN, GA, FL, VT, NY, MO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1294040
NMLS#: 1294040
About Thomas C Riordan
Tom Riordan is a Executive Director, Financial Advisor and Chartered Retirement Planning Counselor (CRPC) within the Hamilton Retirement Planning Group at Morgan Stanley in Kansas City, MO. He joined the Group in 2002 while earning his Bachelor of Science degree in Finance/Economics at Rockhurst University, a prestigious Jesuit university.
Tom offers a wealth of valuable advisory experience in helping clients seek their long-term retirement goals. He has spent his entire 23-year career at Morgan Stanley, during which time he has become extremely familiar about the firm’s broad spectrum of products and services and works to utilize them to help his clients.
Tom is passionate about forming strong business relationships with his clients – relationships that often-become enduring personal relationships with time. That’s because Tom makes his clients’ goals and concerns his main priority and is deeply committed to earn each client’s confidence and loyalty every business day.
Among his many attributes as a seasoned financial advisor, Tom is keenly focused on delivering a high level of quality service tailored to each client’s needs. He takes the time to educate investors about their unique financial plan, as needed, and is readily available to answer any questions they may have.
“I have the best interests of my clients in mind at all times,” he emphasizes. “I grew up in a family that espoused good Midwest values, and I come to work every day to practice those values in helping my clients get to where they need financially and enjoy the retirement they envision for themselves.”
Tom is married to his wonderful wife Kelly, and they live happily with their three boys in Leawood, KS. In his free time, He enjoys running, especially long-distance running. He has completed several marathons. He is an Eagle Scout and an avid fan of the Kansas Jayhawks’ basketball team, the Kansas City Chiefs and Kansas City Royals.
Awards and Accreditations:
2023, 2024, 2025 Forbes, Best-in-State Wealth Management Teams
2020 Forbes, Next Gen Best-in-State Wealth Advisors
2017-2018 Forbes, America’s Top Next Gen Wealth Advisors
2021 – 2024 Forbes, Best-in-State Advisors
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2017-2018 and 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Tom offers a wealth of valuable advisory experience in helping clients seek their long-term retirement goals. He has spent his entire 23-year career at Morgan Stanley, during which time he has become extremely familiar about the firm’s broad spectrum of products and services and works to utilize them to help his clients.
Tom is passionate about forming strong business relationships with his clients – relationships that often-become enduring personal relationships with time. That’s because Tom makes his clients’ goals and concerns his main priority and is deeply committed to earn each client’s confidence and loyalty every business day.
Among his many attributes as a seasoned financial advisor, Tom is keenly focused on delivering a high level of quality service tailored to each client’s needs. He takes the time to educate investors about their unique financial plan, as needed, and is readily available to answer any questions they may have.
“I have the best interests of my clients in mind at all times,” he emphasizes. “I grew up in a family that espoused good Midwest values, and I come to work every day to practice those values in helping my clients get to where they need financially and enjoy the retirement they envision for themselves.”
Tom is married to his wonderful wife Kelly, and they live happily with their three boys in Leawood, KS. In his free time, He enjoys running, especially long-distance running. He has completed several marathons. He is an Eagle Scout and an avid fan of the Kansas Jayhawks’ basketball team, the Kansas City Chiefs and Kansas City Royals.
Awards and Accreditations:
2023, 2024, 2025 Forbes, Best-in-State Wealth Management Teams
2020 Forbes, Next Gen Best-in-State Wealth Advisors
2017-2018 Forbes, America’s Top Next Gen Wealth Advisors
2021 – 2024 Forbes, Best-in-State Advisors
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2017-2018 and 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: MN, AZ, MT, ME, MD, VA, NY, NV, WI, SD, OK, GA, SC, NH, IA, CO, TX, PA, OR, OH, NM, NJ, MI, KY, IL, WA, IN, ID, WY, KS, DE, NE, NC, MO, MA, FL, CA, UT, HI, AR, AL, TN, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279594
NMLS#: 1279594
About Christopher Briley
Chris Briley is a Executive Director, Financial Advisor, Senior Management Investment Consultant and Chartered Retirement Planning Counselor (CRPC) within the Hamilton Retirement Planning Group at Morgan Stanley. He joined the Group in 2004 after earning his Bachelor of Arts degree at the University of Kansas, where he majored in both Communications and Psychology.
Chris works very diligently to build strong personal relationships with his clients. He is deeply committed to carefully analyzing each client’s total financial situation, including his or her specific needs and concerns, and creating custom strategies designed to help the client towards a comfortable retirement.
Chris uses an in-depth, detailed approach to help build unwavering confidence with clients. He focuses on providing reassurance that regardless of how the markets or economy performs, he will be there to provide the support and guidance that they need to help ensure their portfolio remains on track throughout their leisure years.
Chris’s focus of making his clients’ financial well-being his main priority has helped him and other Financial Advisors within the Hamilton Retirement Planning Group build a following of loyal clients. Many clients, in fact, have been with him for years and have referred him to friends and family members, as well.
When he isn’t working with his clients, Chris enjoys spending time with his lovely wife Britton, their two sons and two dogs. He also volunteers as a coach for his boys’ teams. A proud third-generation Kansas Jayhawk, Chris is an avid supporter of the university’s basketball team. He also enjoys following the Chiefs and the Royals.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Forbes, Next Gen Best-in-State Wealth Advisors
2020
Forbes, Top Next Gen Wealth Advisors
2018
Forbes, Best-in-State Wealth Advisors
2021 2022 2023 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2018 and 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Chris works very diligently to build strong personal relationships with his clients. He is deeply committed to carefully analyzing each client’s total financial situation, including his or her specific needs and concerns, and creating custom strategies designed to help the client towards a comfortable retirement.
Chris uses an in-depth, detailed approach to help build unwavering confidence with clients. He focuses on providing reassurance that regardless of how the markets or economy performs, he will be there to provide the support and guidance that they need to help ensure their portfolio remains on track throughout their leisure years.
Chris’s focus of making his clients’ financial well-being his main priority has helped him and other Financial Advisors within the Hamilton Retirement Planning Group build a following of loyal clients. Many clients, in fact, have been with him for years and have referred him to friends and family members, as well.
When he isn’t working with his clients, Chris enjoys spending time with his lovely wife Britton, their two sons and two dogs. He also volunteers as a coach for his boys’ teams. A proud third-generation Kansas Jayhawk, Chris is an avid supporter of the university’s basketball team. He also enjoys following the Chiefs and the Royals.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Forbes, Next Gen Best-in-State Wealth Advisors
2020
Forbes, Top Next Gen Wealth Advisors
2018
Forbes, Best-in-State Wealth Advisors
2021 2022 2023 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Senior Investment Management Consultant
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2018 and 2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NV, WA, MO, ID, CA, HI, IN, GA, AL, UT, TX, MN, DE, SD, OR, OH, NY, NH, ME, WY, NC, MD, FL, SC, KY, CO, AR, PA, NE, ND, KS, IL, IA, WI, VA, TN, OK, NM, NJ, MI, MA, AZ, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278679
NMLS#: 1278679
About Kyle R Hummer
Kyle Hummer is a Financial Advisor and Chartered Retirement Planning Counselor (CRPC) within the Hamilton Retirement Planning Group at Morgan Stanley in Kansas City, MO. He joined the Group in 2007, while earning his Business Administration degree at Rockhurst University.
Since joining the Hamilton Retirement Planning Group, Kyle has developed specific experience in helping clients create comprehensive retirement plans to help meet their short-term needs and long-term goals. As a Financial Advisor, he works to provide value and insight into the many often overlooked pitfalls and nuances of working towards a confident retirement.
Kyle strives to exceed his clients’ expectations with regard to planning by posing questions that many may have never considered. He also seeks to engage them in conversation that can help uncovers needs that they themselves may not otherwise recognize until well into the future. He focuses on attention to detail to help provide a high level of quality personal service to every client. Kyle not only treats every client the way he would like to be treated himself; he is deeply committed to make every investor feel important.
When he isn’t working, Kyle spends time with his wife and their three children. He also enjoys golf, traveling, coaching youth sports and staying active within the church.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Kansas City Business Magazine, Five Star Wealth Manager
2016 – 2023
Forbes, Next Gen Best-in-State Wealth Advisor
2022 2023 2024
Forbes, America’s Top Next Gen Wealth Advisor’s
2017 2018
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation (WA-EC)
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2016-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2016 - 05/20/2015 through 10/15/2015
2017 - 03/26/2016 through 11/28/2016
2018 - 05/17/2017 through 11/30/2017
2019 - 05/11/2018 through 11/27/2018
2020 - 04/1/2019 through 11/13/2019
2021 - 04/20/2020 through 10/23/2020
2022 - 04/20/2021 through 10/15/2021
2023 - 04/18/22 through 10/21/22
2017-2018 and 2022-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018 and 2022-2024 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Since joining the Hamilton Retirement Planning Group, Kyle has developed specific experience in helping clients create comprehensive retirement plans to help meet their short-term needs and long-term goals. As a Financial Advisor, he works to provide value and insight into the many often overlooked pitfalls and nuances of working towards a confident retirement.
Kyle strives to exceed his clients’ expectations with regard to planning by posing questions that many may have never considered. He also seeks to engage them in conversation that can help uncovers needs that they themselves may not otherwise recognize until well into the future. He focuses on attention to detail to help provide a high level of quality personal service to every client. Kyle not only treats every client the way he would like to be treated himself; he is deeply committed to make every investor feel important.
When he isn’t working, Kyle spends time with his wife and their three children. He also enjoys golf, traveling, coaching youth sports and staying active within the church.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Kansas City Business Magazine, Five Star Wealth Manager
2016 – 2023
Forbes, Next Gen Best-in-State Wealth Advisor
2022 2023 2024
Forbes, America’s Top Next Gen Wealth Advisor’s
2017 2018
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation (WA-EC)
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2016-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2016 - 05/20/2015 through 10/15/2015
2017 - 03/26/2016 through 11/28/2016
2018 - 05/17/2017 through 11/30/2017
2019 - 05/11/2018 through 11/27/2018
2020 - 04/1/2019 through 11/13/2019
2021 - 04/20/2020 through 10/23/2020
2022 - 04/20/2021 through 10/15/2021
2023 - 04/18/22 through 10/21/22
2017-2018 and 2022-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018 and 2022-2024 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: SD, OK, NJ, CA, NV, IL, GA, AL, OR, NY, MN, ME, VA, UT, NM, ND, MD, AZ, DE, SC, OH, FL, CO, WI, TX, NH, MT, MO, MI, MA, TN, NE, IN, KY, ID, IA, PA, NC, AR, WY, WA, KS, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1282507
NMLS#: 1282507
About Brad Welch
Brad Welch is a Financial Advisor, First Vice President and Chartered Retirement Planning Counselor (CRPC) within the Hamilton Retirement Planning Group at Morgan Stanley. He joined the Group in 2011 after earning a Bachelor of Science degree in Business Marketing at Rockhurst University, a prestigious Jesuit university.
Brad has a strong work ethic, a deep personal commitment to his profession, and great empathy for others. He immensely enjoys getting to know what’s important to people for the purpose of using his talent, knowledge and experience to help make a notable difference in their lives.
As an investment professional, Brad is highly skilled at helping clients identify their unique needs and making them feel comfortable with all facets of the financial planning process. He is keenly adept at providing easy-to-understand answers to complex questions and building and maintaining strong business relationships.
As an employee of Morgan Stanley, one of the world’s largest, most respected financial institutions, Brad has also invested a considerable amount of time to learn about the firm’s vast, far-reaching resources that he can utilize to help craft custom-tailored strategies for his clients.
When he isn’t helping his clients seek their long-term retirement objectives, Brad spends his free time enjoying the outdoors. He particularly enjoys golf and long-distance running. In recent years, he has competed in several half marathons. He also likes to travel.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Kansas City Business Magazine, Five Star Wealth Manager
2021 2022 2023 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2021- 2024 Five Star Wealth Advisor Award
This award was issued in 2021-2024. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from
2021 - 04/20/2020 through 10/23/2020
2022 - 04/20/2021 through 10/15/2021
2023 - 04/18/22 through 10/21/22
2024 - 04/10/2023 through 10/31/2023
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Brad has a strong work ethic, a deep personal commitment to his profession, and great empathy for others. He immensely enjoys getting to know what’s important to people for the purpose of using his talent, knowledge and experience to help make a notable difference in their lives.
As an investment professional, Brad is highly skilled at helping clients identify their unique needs and making them feel comfortable with all facets of the financial planning process. He is keenly adept at providing easy-to-understand answers to complex questions and building and maintaining strong business relationships.
As an employee of Morgan Stanley, one of the world’s largest, most respected financial institutions, Brad has also invested a considerable amount of time to learn about the firm’s vast, far-reaching resources that he can utilize to help craft custom-tailored strategies for his clients.
When he isn’t helping his clients seek their long-term retirement objectives, Brad spends his free time enjoying the outdoors. He particularly enjoys golf and long-distance running. In recent years, he has competed in several half marathons. He also likes to travel.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Kansas City Business Magazine, Five Star Wealth Manager
2021 2022 2023 2024
Chartered Retirement Planning CounselorSM (CRPC)
Financial Planning Specialist (FPS)
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2021- 2024 Five Star Wealth Advisor Award
This award was issued in 2021-2024. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from
2021 - 04/20/2020 through 10/23/2020
2022 - 04/20/2021 through 10/15/2021
2023 - 04/18/22 through 10/21/22
2024 - 04/10/2023 through 10/31/2023
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: CO, NC, MI, MD, IN, CA, WY, NM, ME, OR, DE, UT, SC, GA, AR, AL, SD, NH, NE, MO, WI, TX, MT, MN, IL, ID, PA, OK, TN, NV, ND, FL, WA, VA, OH, MA, HI, AZ, NY, NJ, KY, KS, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1608155
NMLS#: 1608155
About Jack Bahlinger
Jack Bahlinger is a Vice President and Financial Advisor within the Hamilton Retirement Planning Group at Morgan Stanley in Clayton, MO. He joined the Group in 2013 while earning his Bachelor of Science degree in Accounting and Finance at Rockhurst University, a prestigious Jesuit university.
Easy-going by nature, Jack is primarily responsible for introducing the full range of retirement planning services offered by the Group to prospective clients. He is extremely knowledgeable about the Group’s far-reaching capabilities as well as the broad spectrum of global services offered by Morgan Stanley.
Jack also oversees the Group’s highly regarded Intern program. He carefully evaluates and selects exceptional college students with superior potential for a client-focused career in financial services. In fact, several of the Group’s most valued investment professionals began as college interns many years ago.
Thanks to his prior experience in accounting, Jack is extremely detailed-oriented and focuses on providing clients with detailed information to help them understand their situation and provide confidence.
Once Jack establishes a strong, confident relationship, he works diligently and pro-actively to maintain it. He stays in close contact regularly, answers questions in a timely and professional manner, and is always available to address any concerns or new investment goals that may arise.
Jack has returned to his hometown of St. Louis to expand The Hamilton Retirement Planning Group’s presence in the state. Jack is married to his wonderful wife Clare, and they live happily with their sons Louie and Charlie in Glendale, MO. In his free time, Jack enjoys spending time with friends and family, watching sports, playing golf and basketball and traveling.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Easy-going by nature, Jack is primarily responsible for introducing the full range of retirement planning services offered by the Group to prospective clients. He is extremely knowledgeable about the Group’s far-reaching capabilities as well as the broad spectrum of global services offered by Morgan Stanley.
Jack also oversees the Group’s highly regarded Intern program. He carefully evaluates and selects exceptional college students with superior potential for a client-focused career in financial services. In fact, several of the Group’s most valued investment professionals began as college interns many years ago.
Thanks to his prior experience in accounting, Jack is extremely detailed-oriented and focuses on providing clients with detailed information to help them understand their situation and provide confidence.
Once Jack establishes a strong, confident relationship, he works diligently and pro-actively to maintain it. He stays in close contact regularly, answers questions in a timely and professional manner, and is always available to address any concerns or new investment goals that may arise.
Jack has returned to his hometown of St. Louis to expand The Hamilton Retirement Planning Group’s presence in the state. Jack is married to his wonderful wife Clare, and they live happily with their sons Louie and Charlie in Glendale, MO. In his free time, Jack enjoys spending time with friends and family, watching sports, playing golf and basketball and traveling.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: AZ, NC, MT, WY, UT, NJ, KY, SC, ND, MA, FL, AL, WI, SD, ME, IN, DE, PA, MI, MD, AR, TX, TN, OH, NE, IL, HI, CO, WA, OR, OK, MO, MN, ID, IA, GA, NY, NM, KS, CA, NV, NH, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1894353
NMLS#: 1894353
About Shane Hefty
Shane Hefty is a Vice President, Portfolio Manager, and Financial Advisor with the Hamilton Retirement Planning Group at Morgan Stanley in Kansas City, Mo. He is also a Certified Financial Planner™ and a Chartered Retirement Planning Counselor (CRPC®).
In addition to advising high-net-worth clients, Shane’s responsibilities with the Hamilton Retirement Planning Group include leading the investment committee, overseeing financial planning, and serving on the Client Concierge Team.
Shane has nearly 20 years of experience in financial services. He began his career as a Financial Advisor at Merrill Lynch in 2007 and joined Morgan Stanley in 2017.
Before joining the Hamilton Retirement Planning Group in 2021, Shane was the Business Development Manager for the Missouri/Kansas Complex, where, in addition to serving a select group of clients working in the technology industry, he helped advisors and their teams work to improve client experiences.
Shane believes that the most important part of a financial plan is why a client is saving and investing, considering short-term, mid-term, and long-term goals. Collaborating with a client’s tax and legal professionals is a key part of the planning process to help manage taxes and leave a legacy as intended.
Given this highly personalized approach, Shane gets to know clients in great depth while developing strong personal relationships with them. In fact, he considers his clients more as family members because he always has their best interests in mind.
Shane lives in Bettendorf, Iowa with his son, Aiden, and their Bernese Mountain Dog, Becky. He holds a Bachelor of Arts degree in English with a minor in psychology from Iowa State University. In his spare time, Shane enjoys Iowa State athletics, the arts, reading and writing, traveling, good food and drink, and music.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation
Portfolio Manager (PM)
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
In addition to advising high-net-worth clients, Shane’s responsibilities with the Hamilton Retirement Planning Group include leading the investment committee, overseeing financial planning, and serving on the Client Concierge Team.
Shane has nearly 20 years of experience in financial services. He began his career as a Financial Advisor at Merrill Lynch in 2007 and joined Morgan Stanley in 2017.
Before joining the Hamilton Retirement Planning Group in 2021, Shane was the Business Development Manager for the Missouri/Kansas Complex, where, in addition to serving a select group of clients working in the technology industry, he helped advisors and their teams work to improve client experiences.
Shane believes that the most important part of a financial plan is why a client is saving and investing, considering short-term, mid-term, and long-term goals. Collaborating with a client’s tax and legal professionals is a key part of the planning process to help manage taxes and leave a legacy as intended.
Given this highly personalized approach, Shane gets to know clients in great depth while developing strong personal relationships with them. In fact, he considers his clients more as family members because he always has their best interests in mind.
Shane lives in Bettendorf, Iowa with his son, Aiden, and their Bernese Mountain Dog, Becky. He holds a Bachelor of Arts degree in English with a minor in psychology from Iowa State University. In his spare time, Shane enjoys Iowa State athletics, the arts, reading and writing, traveling, good food and drink, and music.
Awards and Accreditations
Forbes, Best-in-State Wealth Management Teams
2023 2024 2025
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning CounselorSM (CRPC)
Workplace Advisor – Equity Compensation
Portfolio Manager (PM)
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: UT, AR, WY, WA, TN, NY, ME, FL, VA, MN, MI, MD, OK, NE, AZ, DE, SC, ID, AL, CA, SD, PA, OH, ND, MA, KS, NV, NJ, MT, IL, NM, NC, MO, WI, TX, NH, KY, IN, GA, CO, OR, IA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 909620
NMLS#: 909620
About Teri Craig
Teri has been a vital member of The Hamilton Retirement Planning Group since joining the team in 2012. As a Senior Registered Client Service Associate, she is responsible for a variety of portfolio management and investment tasks, as well as helping clients execute daily transactions, properly take Required Minimum Distributions, and answer questions about long-term care insurance and annuities.
Starting her career in Operations at Smith Barney (now Morgan Stanley) in 1999, Teri has continuously worked hard over the years, growing and learning the ins and outs of the financial services industry. She enjoys working directly with clients and strives to always provide an excellent service experience. As a Registered Associate with her FINRA Series 7 and 63 securities licenses, she is able to execute trades when the Group's Financial Advisors are not available.
Originally from San Clemente, California, Teri has been living in the Kansas City area for the past 18 years. She currently lives in Leawood with her husband, Joe, their son, Dylan, daughter, Drew, and dog, Maddie. In her free time, she enjoys spending time with family and friends, exercising, traveling and rooting on the Kansas City Royals.
Starting her career in Operations at Smith Barney (now Morgan Stanley) in 1999, Teri has continuously worked hard over the years, growing and learning the ins and outs of the financial services industry. She enjoys working directly with clients and strives to always provide an excellent service experience. As a Registered Associate with her FINRA Series 7 and 63 securities licenses, she is able to execute trades when the Group's Financial Advisors are not available.
Originally from San Clemente, California, Teri has been living in the Kansas City area for the past 18 years. She currently lives in Leawood with her husband, Joe, their son, Dylan, daughter, Drew, and dog, Maddie. In her free time, she enjoys spending time with family and friends, exercising, traveling and rooting on the Kansas City Royals.
About Erin Murphy
Erin Murphy is a seasoned Wealth Management Associate with over 25 years of experience helping individuals and families plan for their financial future.
Erin holds FINRA Series 7, 63, 65, 9, and 10 licenses and brings a deep understanding of investment management and financial planning to every client relationship. She earned her associate’s degree and continued her studies at Missouri Western State University, combining formal education with decades of hands-on industry expertise.
Erin lives in Kearney, Missouri, with her husband and two sons. Outside of work, she enjoys spending quality time with family and friends. Known for her thoughtful approach and long-term client focus, Erin is committed to building trust, simplifying the complex, and servicing clients with clarity and confidence.
Erin holds FINRA Series 7, 63, 65, 9, and 10 licenses and brings a deep understanding of investment management and financial planning to every client relationship. She earned her associate’s degree and continued her studies at Missouri Western State University, combining formal education with decades of hands-on industry expertise.
Erin lives in Kearney, Missouri, with her husband and two sons. Outside of work, she enjoys spending quality time with family and friends. Known for her thoughtful approach and long-term client focus, Erin is committed to building trust, simplifying the complex, and servicing clients with clarity and confidence.
About Jennifer Butler
Drawing on more than 20 years of experience in the financial services industry, Jennifer provides a wide range of services for the clients of The Hamilton Retirement Planning Group. She is responsible for all client service activity and overlooks the team's administrative and operational issues as they relate to client accounts, online services and regulatory compliance. Jennifer is highly skilled in onboarding new clients, while deepening relationships with existing ones. Her genius likes in her attention to detail, yet she is equally adept in handling client issues with both empathy and efficiency.
A graduate of Emporia State University with a degree in Marketing, Jennifer learned from an early age the importance of saving from her parents, who believed in investing for the long term. Soon after graduation, she joined Morgan Stanley, where she began her long and successful career in financial services.
Born and raised in Overland Park, Kansas, Jennifer currently lives in Lee's Summit, Missouri. In her free time, she enjoys tennis, reading and travel.
A graduate of Emporia State University with a degree in Marketing, Jennifer learned from an early age the importance of saving from her parents, who believed in investing for the long term. Soon after graduation, she joined Morgan Stanley, where she began her long and successful career in financial services.
Born and raised in Overland Park, Kansas, Jennifer currently lives in Lee's Summit, Missouri. In her free time, she enjoys tennis, reading and travel.
About Kara Pryor
As a Client Service Associate, Kara is often the first line of contact for clients on a wide array of administrative and marketing activities. She is always available to help with updates on daily account transfers, seminar and event planning and other related tasks.
A member of The Hamilton Retirement Planning Group since 2014, Kara assists in preparing reports for client appointments. She is also the lead on a number of aspects of the Group's business management and research activities, helping gain a deeper understanding of each client's priorities.
Originally from Hays, Kansas, Kara currently lives in Overland Park with her husband, Ben, and daughter, Boston. In her free time, she enjoys reading, travelling and Kansas University basketball.
A member of The Hamilton Retirement Planning Group since 2014, Kara assists in preparing reports for client appointments. She is also the lead on a number of aspects of the Group's business management and research activities, helping gain a deeper understanding of each client's priorities.
Originally from Hays, Kansas, Kara currently lives in Overland Park with her husband, Ben, and daughter, Boston. In her free time, she enjoys reading, travelling and Kansas University basketball.
About Hattie Sigler
As a member of the Concierge Team, Hattie’s workdays are filled with talking to our clients and assisting with their everyday needs. Additionally, her roles within the team include maintaining and creating all things marketing related, seminar scheduling and managing the groups budget, expense, and travel.
Hattie sits on both the marketing and client experience committees and focus her efforts in helping to ensure we are running a client focused, efficient, and modern business practice. It has been a great joy finding her place on our team since starting in 2021 and she cannot wait to see how we can continue to grow and evolve.
Originally from Kansas City, MO, she now resides in Overland Park with her husband Jack and their first child expected later this year. She is completing her BGS in Organizational Communications from the University of Kansas. Outside of the office, she enjoys getting outdoors with their two dogs and traveling with friends.
Hattie sits on both the marketing and client experience committees and focus her efforts in helping to ensure we are running a client focused, efficient, and modern business practice. It has been a great joy finding her place on our team since starting in 2021 and she cannot wait to see how we can continue to grow and evolve.
Originally from Kansas City, MO, she now resides in Overland Park with her husband Jack and their first child expected later this year. She is completing her BGS in Organizational Communications from the University of Kansas. Outside of the office, she enjoys getting outdoors with their two dogs and traveling with friends.
About Julia Swayne
As a member of the Concierge Team, Julia focuses on discretion, clarity, and meaningful connection. Her workdays are centered around providing seamless support to clients and assisting with account logistics while also striving to help ensure an elevated experience.
Julia is a lending her eye for detail to initiatives that enhance the team’s presence and deepen the client relationships. She joined the team in 2024 and looks forward to growing alongside the team in the years to come.
Having grown up in Overland Park, KS, Julia has recently moved to Kansas City, MO as a post-grad from the University of Kansas. When she’s not at work, she is enjoying brunches with friends and finding any excuse to get outside.
Julia is a lending her eye for detail to initiatives that enhance the team’s presence and deepen the client relationships. She joined the team in 2024 and looks forward to growing alongside the team in the years to come.
Having grown up in Overland Park, KS, Julia has recently moved to Kansas City, MO as a post-grad from the University of Kansas. When she’s not at work, she is enjoying brunches with friends and finding any excuse to get outside.
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1When 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.
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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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
4Morgan 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.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6When 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.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
