Phone:
(918) 586-7011(918) 586-7011
The Hesser Rodgers Springman Group at Morgan Stanley
Direct:
(918) 586-7062(918) 586-7062
Our Mission Statement
Our mission is to provide tailored wealth management solutions, driven by comprehensive research and a deep understanding of your financial goals.
Our Story and Services
At The Hesser Rodgers Springman Group, we believe wealth management begins with understanding what matters most to you. We work closely with individuals, families, and business owners to help them navigate financial decisions with clarity and confidence. By combining thoughtful planning, personalized advice, and the extensive resources of Morgan Stanley, we help clients create strategies designed to preserve, grow, and transfer wealth across generations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management Tools
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Planning your future
Our team will work with you to understand what your priorities are during these crucial years and implement a customized strategy for you. Whether it is planning for retirement, transitioning into retirement, or already managing your assets in retirement, our team is equipped with the resources and the knowledge to help you accomplish your personal and financial goal.
Understanding your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help you educate on ways to grow and preserve your wealth.
The Psychological Transition into Retirement
Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we can help you understand why it's important to be emotionally (not just financially) ready for retirement.
Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.
Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you'll pay in taxes and may help you keep more of the returns. Each retiree's situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Options for Retirement Plans When Leaving a Job
If you opened and saved through a 401(k) plan at a former employer, you should pat yourself on the back for making a smart decision, even if you are no longer at that job or are planning to leave soon. But you may also be unsure about what to do with your 401(k) after leaving your job. Let's discuss which option might be right for you.
Secure 2.0: Updates Impacting Retirement
Capitol Hill plays a critical role in shaping the corporate landscape, but even to the trained observer it can be difficult to discern how new changes in retirement legislation may affect your business. How can you deliver more value to your employees through your benefits offerings when the rules of the road continue to shift?
Outlooks & Updates
Stay up to date on the latest market trends, outlooks, and breakdowns. The links below simplify complex financial ideas and provide detailed analysis on topics that are affecting our world today.
6 Steps to Creating an Emergency Fund
Keeping a reserve of cash on hand in case of an emergency is essential. For many, it's challenging to create a dedicated emergency fund and even more difficult to maintain. If you dipped into your rainy-day fund over the past few years—or never had one in the first place—I can help you prioritize your fund and identify your savings needs.
Investing for the Long Term in an Uncertain Market
The recent stock market rally overlooks fundamental risks. Here's why cautious investors shouldn't fear missing out on short-term gains.
Behavioral Finance in the Markets: Identify Bias
When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?
Insurance
A sound wealth plan involves more than just seeking returns. It also involves mitigating and managing risks, helping clients when the unexpected occurs. Insurance is often used to help clients plan for and guard against life's hidden curves—helping protect their assets and their family's well-being.
As an Insurance Planning Director, Robert Rodgers works with our clients on liability management and how it can be incorporated into their comprehensive wealth plan.
How to Plan for Hidden Risks
Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.
Planning for the Rising Costs of Health Care
Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.
You're Ready for Retirement. Is Your Portfolio?
The market can influence your decision on when to retire. Learn how to help protect your nest egg, including the potential role of annuities in retirement.
Insured Solutions: Protection for the Unexpected
At Morgan Stanley, we offer a robust suite of insurance and annuities solutions backed by its licensed insurance agency affiliates that can aid in safeguarding you and your loved ones.
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 586-7062(918) 586-7062
Meet The Hesser Rodgers Springman Group
Phone:
(918) 586-7062(918) 586-7062
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(918) 586-7099(918) 586-7099
Chelsea Ahlgrim
Client Service Associate
Phone:
(918) 586-7016(918) 586-7016
About Rick Hesser
Securities Agent: AR, MN, GA, FL, TX, NE, IL, VA, AZ, AL, OR, NY, NJ, WA, LA, NH, MI, CO, OK, CA, NV, NM, MO, KS; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253221
NMLS#: 1253221
About Robert Rodgers
Since beginning my career with Morgan Stanley Wealth Management in 2005, I have been committed to helping clients pursue their financial goals through a thoughtful, tailored approach to wealth management and insurance planning. I earned my degree in Business Administration from Oklahoma State University in 2005, and I bring a broad planning perspective to my work as a Senior Vice President, Certified Divorce Financial Analyst® professional, and Insurance Planning Director.
My focus is on understanding each client’s unique circumstances and helping develop strategies that address comprehensive planning, risk management, and long-term financial priorities.
Outside of work, family and community are my top priorities. I am the proud parent of two wonderful children, Bennett and Sydney, who keep life exciting. I enjoy spending time outdoors, whether on the tennis court, golf course, or out fishing. I am also an avid gardener and volunteer as a coach for the middle school tennis team, supporting young athletes in our community.
My focus is on understanding each client’s unique circumstances and helping develop strategies that address comprehensive planning, risk management, and long-term financial priorities.
Outside of work, family and community are my top priorities. I am the proud parent of two wonderful children, Bennett and Sydney, who keep life exciting. I enjoy spending time outdoors, whether on the tennis court, golf course, or out fishing. I am also an avid gardener and volunteer as a coach for the middle school tennis team, supporting young athletes in our community.
Securities Agent: AZ, AL, TX, OR, NY, MN, OK, LA, NH, MA, GA, WA, IA, CA, AR, MO, MI, WY, UT, NV, NM, KS, NE, CO, FL, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1290523
NMLS#: 1290523
About Jeffrey Springman
Jeff Springman is a Senior Vice President and Financial Advisor with the Hesser Rodgers Springman Group at Morgan Stanley. With over 13 years of experience in the financial services industry, Jeff focuses on financial planning and comprehensive portfolio management for business owners, professionals, and families.
After working as an accountant for IBM Jeff began his career in the financial services industry in 2010 as a Financial Advisor Associate with Morgan Stanley Smith Barney. Following that program Jeff went to J.P. Morgan Securities where he was a Private Client Advisor for over a decade advising clients all over the United States. In 2022 he came back to where it all started at Morgan Stanley to advise clients as a proud member of the Hesser Rodgers Springman Group.
As a Financial Advisor Jeff is most passionate about the people he works with and the people he serves. In a world of digital everything he focuses on human interaction and conversations to understand client’s goals and builds personalized investment portfolios to achieve them.
While away from work, Jeff volunteers for wildlife conservation agencies and enjoys spending time outside with his wife Logan and two daughters Ellis and Carlie.
After working as an accountant for IBM Jeff began his career in the financial services industry in 2010 as a Financial Advisor Associate with Morgan Stanley Smith Barney. Following that program Jeff went to J.P. Morgan Securities where he was a Private Client Advisor for over a decade advising clients all over the United States. In 2022 he came back to where it all started at Morgan Stanley to advise clients as a proud member of the Hesser Rodgers Springman Group.
As a Financial Advisor Jeff is most passionate about the people he works with and the people he serves. In a world of digital everything he focuses on human interaction and conversations to understand client’s goals and builds personalized investment portfolios to achieve them.
While away from work, Jeff volunteers for wildlife conservation agencies and enjoys spending time outside with his wife Logan and two daughters Ellis and Carlie.
Securities Agent: KS, AZ, VA, IA, CO, TX, NJ, MN, MO, MI, MD, CA, AR, WA, NV, FL, IN, AL, OR, NH, GA, OK, NY, NM, LA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 2486008
NMLS#: 2486008
Contact Rick Hesser
Contact Robert Rodgers
Contact Jeffrey Springman
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Hesser Rodgers Springman Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan 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.
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 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan 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.
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 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
