Our Mission

Our objective is to gain a current and accurate understanding of the financial complexities of each client. We will work together to develop a customized plan tailored to each individual. Our plan will be assessed and updated periodically to ensure continuous performance.A relationship of open communication, hard-work, and dedication to your life goals is our primary objective.Investment PhilosophyThe cornerstone of our philosophy is to know the client. Our philosophy recognizes that each client has unique circumstances, which require custom solutions tailored to their needs. By taking time to listen and objectively assess our clients' needs and wants. This customized wealth management program coordinates assets for distribution, preservation, and multi-generational planning. Gathering information, listening carefully, and understanding the client's situation will ground every decision we will make together.
Services Include
  • Corporate Bonds1
  • Retirement Planning2
  • 401(k) Rollovers
  • Cash Management3
  • Financial Planning4
  • Wealth Management5
  • Alternative Investments6
  • Asset Management7
  • Lending Products
  • Planning for Education Funding8
  • Professional Portfolio Management9
  • Qualified Retirement Plans10
  • Stock Option Plans11
  • Stock Purchase Plans
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

    Location

    1330 Post Oak Blvd
    Suite 900
    Houston, TX 77056
    US
    Direct:
    (713) 968-3165(713) 968-3165
    Toll-Free:
    (800) 359-4358(800) 359-4358

    Meet The Hoover Schmidt Group

    About Me

    Kenny takes pride in developing comprehensive financial plans for our clients. Beginning in 1998, Kenny has gained the knowledge and experience essential to educating clients about their portfolios and for developing financial plans according to their individual goals and objectives. Kenny recognizes education is important and obtained the Certified Investment Management Analyst (CIMA) designation through The Wharton School's Aresty Institute of Executive Education. His focus is investment management where he utilizes institutional money managers and alternative investments.

    Kenny graduated with a Bachelor of Business Administration degree in Finance from Texas A&M University. He is  two time member of Morgan Stanley Master's Club, which recognizes Kenny's unchanging creative and excellent manner in which he provides a wide range of investment products and wealth management services to his clients. K

    A native Houstonian, Kenny currently resides in West Houston. During his free time, Kenny enjoys spending time with his family and friends. His hobbies include fishing, hunting, and traveling. However, his true passion is supporting the Texas A&M Community. He is a member of the 12th Man as well as the Association of Former Students.
    Securities Agent: TX, WA, VA, UT, TN, SC, OR, OK, OH, NY, NM, NJ, NE, MT, MD, LA, KY, IN, IL, GA, FL, DC, CT, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1285099

    About Me

    Since starting his career with Morgan Stanley, Nick has developed a strong passion for solving client’s financial planning needs.  He believes in using proactive asset allocation models to attain required returns with minimal risk, as well as planning for a secure retirement for his clients.  Nick works diligently to find the best financial solutions for each individual investor, small business, or foundation that places their trust and confidence in his outstanding abilities.  His focus is financial planning and wealth management.

    Nick graduated with a Bachelor of Science degree in Finance from the University of Houston – Clear Lake. After completing coursework at the Suzanne M. Glasscock School of Continuing Studies at Rice University, he obtained the CERTIFIED FINANCIAL PLANNER ™ designation. 

    Originally from Connecticut, Nick currently resides in Houston with his son William. During his free time, Nick enjoys playing golf, exploring new places, and spending time with his son.
    Securities Agent: TX, WI, WA, VA, TN, OR, OK, NY, NM, NJ, NE, MT, MS, MD, MA, LA, KS, IN, IL, GA, FL, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1282460

    About Me

    Tonja joined Morgan Stanley in 2009. During her 20+ years in the investment industry, she has become very accomplished in developing personalized relationship service plans geared specifically for each client's individual needs and desires.

    Tonja achieved her Bachelor of Administration in Business from Kansas University in Lawrence, Kansas, and has earned her Series 7 and 63 Securities License.

    When not at work, Tonja and her husband, Ken, volunteer their time to Kids Meals Houston and stay busy with their 4 boys' activities.
    Investment and Market Perspectives

    On the Markets

    Retirement

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

    The Simple Six-Step Retirement Checkup

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

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

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

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

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

    Business Planning

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

    6 Keys to Building a Startup

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

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

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

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    Morgan Stanley and Justin Rose: A Winning Team

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    Reserved | Living & Giving

    Reserved | Living & Giving

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

    Sign Up for eDelivery

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

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Hoover Schmidt Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

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

    4Morgan 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.

    5Morgan 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.

    6Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    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.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    10Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    11Morgan 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.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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