About Us

The Hogue-Fielder Group at Morgan Stanley is a comprehensive wealth management practice headquartered in Dallas, TX.  Our team works with select clientele helping them make the best decisions to grow and preserve their assets and estates. We consult with our clients as if they were our own families seeking to build lasting, meaningful relationships based on trust, integrity and superior client service.  We know that you and your family’s goals and objectives are unique and most of them cannot be found on a balance sheet.  We are passionate about helping you discover and achieve your desired outcomes.
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13455 Noel Rd
Two Galleria Tower, 18th Floor
Dallas, TX 75240
(972) 450-6621(972) 450-6621
(800) 999-1942(800) 999-1942
(972) 450-6650(972) 450-6650

Meet The Hogue-Fielder Group

About Me

Jim provides comprehensive, coordinated financial and investment plans to help achieve his client’s objectives through the life cycles they will experience. Including working with client’s CPAs and attorneys planning for their: wealth creation; cash flow needs; retirement goals; children’s education; philanthropy management; special situations and offering access to lending solutions.
He focuses on the spectrum of wealth and family issues of high net worth individuals and multi-generational families. He is a counselor and friend to his clients as they consider multiple life decisions.
He is a Senior Portfolio Director, Certified Financial Planner and Certified Investment Management Analyst. Jim received his Bachelor of Business Administration from the University of Texas at Austin, and has completed graduate continuing education at Harvard University, The Wharton School and University of Texas.
Additionally, Jim is actively involved in many civic and philanthropic activities, such as the Dallas Holocaust and Human Rights Museum where he serves as a Lifetime Board Member. He also serves on the Advisory Council for the Communities Foundation of Texas. Outside of the office, Jim enjoys spending time with his wife, Ynette, two daughters and four grandchildren. Whenever he has the opportunity, Jim enjoys hiking and skiing in Colorado.
Securities Agent: TX, CO, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MS, MO, MI, ME, MD, MA, LA, KY, IL, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1273099

About Me

Rick provides thoughtful planning and proactive advice to clients and their families. He oversees portfolio management and design, and works closely with clients to create long-term, personalized financial plans.
He has over 30 years experience as a Financial Advisor and Rick is one of fewer than 2% of Morgan Stanley Financial Advisors who hold the title of Family Wealth Director. Family Wealth Directors are a select group of Financial Advisors whose knowledge and experience serving high net worth clients afford them access to specialized teams and resources to deliver his clients the vast capabilities of a global financial firm with the customized care and advice of a boutique practice.
Rick is originally from N. Little Rock, Arkansas, and attended the University of Arkansas where he earned his Bachelor of Science in Business and played on the tennis team. Rick and his wife Natalie have three children and live in Dallas. In his free time, Rick enjoys spending time at his children’s many sporting events and activities, and playing tennis and golf.
Securities Agent: TX, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MS, MO, MI, ME, MD, MA, LA, KY, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1273062

About Me

Michelle has almost 25 years of experience as a Financial Advisor to augment the formal training that guides the investment advice she provides clients. She is attentive to the family dynamics of inter-generational wealth transfer and is sensitive to the unique challenges it presents. In addition to providing investment advice, Michelle uses a personalized and ongoing discovery process that helps her thoroughly understand a client, their family and their highest priorities in life. Michelle attended Southern Methodist University where she earned a BS in Economics and a BBA in Finance from the Cox School of Business. She is a active alumnus of SMU and enjoys attending campus lectures, exhibits and athletic events with her husband, Stephen and their two children.
Securities Agent: TX, AR, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MS, MO, MI, ME, MD, MA, LA, KY, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1297862
AR Insurance License #: 35905

About Me

Janna Birkner is a Portfolio Associate. She is passionate about helping our clients make the most of their financial goals. As a Portfolio Associate Janna is involved in the intricacies of our business, such as aiding clients through the complexities of inheriting, consolidating or passing down assets to the next generation. Janna is involved in most every aspect of our business, including placing trade orders, assisting in client account reviews, and daily client requests. Her depth of knowledge is beneficial to The Hogue/Fielder Group and clients alike. Janna’s extensive experience in the financial industry goes back to 1997 when she began working as a receptionist at Salomon Smith Barney. Janna has continued to grow and expand her skill set while always providing impeccable client service. Her steadfast work ethic is an invaluable asset to our clients and our team. In her free time, Janna enjoys researching her family’s ancestry, going to her daughter’s activities, and volunteering with her HOA, church and school.

About Me

Catherine joined the team in 2012 and views her service to our clients as a privilege. She shares in the day-to-day operations and administrative needs of our clients, including fund transfers, account queries, and trade orders. She is also engaged in cash flow and balance sheet analysis and the preparation of client account reviews. Her career in finance started with a small brokerage firm in the Philippines in 1996. She moved to New York City in 1997 and worked for three investment banks for over 14 years in the areas of: wealth management, credit risk, foreign exchange and prime brokerage; after which she moved to Dallas. Catherine’s experience and knowledge is a benefit to our clients’ financial success. Catherine continues to build on her knowledge of the markets, as she strives to provide superior service to our clients. Catherine is committed to her community. She is currently a member of Flight, a young professional organization affiliated with Dallas non-profit Vogel Alcove, which provides education and social services
to homeless children. She sings at her local church and has recently earned her certificate as a Zumba instructor. She likes to cook, read, work out, and spend time with her dogs Nino and Murphy.
Investment and Market Perspectives

On the Markets


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
Eight Long-Term Trends for Growth Investors

Eight Long-Term Trends for Growth Investors

By tilting your portfolio toward these key themes, you may be able to generate higher returns and avoid industries poised to shrink.


Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

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


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
A Parents Guide to Money Conversations

A Parents Guide to Money Conversations

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.


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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
The Allure of First Impressions: Understanding the Anchoring Bias

The Allure of First Impressions: Understanding the Anchoring Bias

Anchoring is a cognitive bias that often leads to inaccurate and illogical judgments. Helping clients think twice may be among the most important things advisors do.

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Sign Up for eDelivery

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Hogue-Fielder Group today.
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