Brad Hulse, CFP®, CIMA®, CAP®, CEPA®
Senior Vice President, Financial Advisor, Family Wealth Advisor, Senior Investment Management Consultant, Alternative Investments Director
Phone:
(317) 818-7398(317) 818-7398
Kairos Legacy Group at Morgan Stanley
Our Mission Statement
We guide successful families and private business owners through life's financial complexity.
Our Story and Services
Our approach to financial stewardship is to help you answer three complex, yet fundamental questions: 1) am I currently doing the right things to benefit my family, 2) have I missed anything that could harm my family, or 3) have I overlooked any opportunities that could improve my family’s progress?
When you entrust your wealth to our professional care, we will work with you in stewarding your wealth. Whether you're feeling overwhelmed because of the complexity of managing substantial wealth, or you would rather free up some time to pursue interests other than wealth management, our primary concern is always working to increase your family’s confidence and well-being. We endeavor to accomplish those aims by using a time tested financial management process, focusing on the elements of a financial strategy that are at least partially within your control (e.g., spending, saving, the amount of risk you feel comfortable taking). It's a process that has helped clients just like you work towards their financial goals.
By designing, implementing and monitoring your customized family wealth management strategy, we will help you determine if you're currently doing the right things to the benefit of your family in the near- and long term. We utilize an in-depth process customized to each family’s unique needs, to assess if anything has been overlooked that could be harmful to your family and to help ensure that no opportunity has been missed to advance progress towards your most cherished family goals.
Our clients want to be smart with their money. To that end, our commitment to you is to seek to develop a tax-aware, cost-efficient, high value strategic plan with the right investments to fit your life goals. We'll help you gain confidence by aiming to ensure that you have a complete understanding of the plan; and we'll guide you and your loved ones over time -- especially in times of crisis -- to help you stay the course, making adjustments along the way as life throws its curve balls.
In addition, for those interested in exploring the intersection of faith and finances, Brad, Dean and Caleb work to help our Christian clients navigate the challenges of incorporating their faith and moral values into all facets of investment, financial and estate planning strategies, as well as gifting and wealth transfer decisions.
Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of faith-based, racial equity, DEI and ESG investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because faith-based, racial equity, DEI and ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
When you entrust your wealth to our professional care, we will work with you in stewarding your wealth. Whether you're feeling overwhelmed because of the complexity of managing substantial wealth, or you would rather free up some time to pursue interests other than wealth management, our primary concern is always working to increase your family’s confidence and well-being. We endeavor to accomplish those aims by using a time tested financial management process, focusing on the elements of a financial strategy that are at least partially within your control (e.g., spending, saving, the amount of risk you feel comfortable taking). It's a process that has helped clients just like you work towards their financial goals.
By designing, implementing and monitoring your customized family wealth management strategy, we will help you determine if you're currently doing the right things to the benefit of your family in the near- and long term. We utilize an in-depth process customized to each family’s unique needs, to assess if anything has been overlooked that could be harmful to your family and to help ensure that no opportunity has been missed to advance progress towards your most cherished family goals.
Our clients want to be smart with their money. To that end, our commitment to you is to seek to develop a tax-aware, cost-efficient, high value strategic plan with the right investments to fit your life goals. We'll help you gain confidence by aiming to ensure that you have a complete understanding of the plan; and we'll guide you and your loved ones over time -- especially in times of crisis -- to help you stay the course, making adjustments along the way as life throws its curve balls.
In addition, for those interested in exploring the intersection of faith and finances, Brad, Dean and Caleb work to help our Christian clients navigate the challenges of incorporating their faith and moral values into all facets of investment, financial and estate planning strategies, as well as gifting and wealth transfer decisions.
Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of faith-based, racial equity, DEI and ESG investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because faith-based, racial equity, DEI and ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At the Kairos Legacy Group, we are committed to keeping you updated with the various speaking engagements and discussions surrounding wealth management and faith based investing.
Please reference our video library of video segments we find particularly interesting.
Please reference our video library of video segments we find particularly interesting.
Morgan Stanley Alternative Investments
Expand your investment universe with a suite of compelling alternative strategies from a global leader. As a pioneer and innovator in the industry, Morgan Stanley offers eligible investors access to an unmatched platform of alternative investments, built on our Firm's expertise, unique network and unwavering commitment to our clients.
Learn more by clicking here.The Private Business Owner Series – Navigating Generational Wealth: Fuel for Unity or Conflict?
David York is an attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell. He is the co-author of three books, including Entrusted: Building a Legacy That Lasts. In this session, David outlines seven practical disciplines that successful high-net worth families utilize in stewarding wealth, including preparing subsequent generations for the wealth, and not just the financial wealth for the family.
David York Esq. - Entrusted
Rethinking Wealth
Learn More
Leader of Dogs for the Blind
Learn More
Heart for Lebanon
Learn More
Friends of Israel
Learn More
Community Bible Fellowship Church
Learn More
Kingdom Advisors
Learn More
Fellowship of Christian Athletes
Learn More
Second Church of Christ
Learn More
Cornerstone Bible Church
Learn MoreLocation
800 East 96th Street
Suite 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7387(317) 818-7387
Fax:
(317) 489-6191(317) 489-6191
415 Columbia Street
Ste 3100
Lafayette, IN 47901
US
1806 Fox Drive
Champaign, IL 61820
US
Meet Kairos Legacy Group
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Family Wealth Advisor, Alternative Investments Director
Phone:
(217) 351-3626(217) 351-3626
Senior Vice President, Wealth Management, Financial Advisor, Certified Investment Management Analyst
Phone:
(765) 420-8417(765) 420-8417
Larry Haler
Wealth Management Associate
Phone:
(317) 818-7387(317) 818-7387
Barbara Austin, Alternative Investment Specialist*, Financial Planning Specialist*
Assistant Vice President, Business Development Associate, *This role cannot solicit or provide investment advice.
Phone:
(317) 818-7308(317) 818-7308
About Brad Hulse
With 42+ years of industry experience and a variety of market swings under his belt, several industry recognized credentials, and recognitions of his skills from Morgan Stanley, Brad Hulse brings a variety of experiences and background to assist not-for-profit institutions, as well as high and ultra-high net worth families, work through the financial complexities of stewarding significant wealth.
A Senior Vice President at Morgan Stanley, Brad was an early adopter of financial planning, earning his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 1988.
In 2005, he added two more important designations relevant his clientele:
• the Certified Investment Management Analyst® (CIMA®) designation conferred by the Wharton School of Business, University of Pennsylvania.
• and the Chartered Advisor in Philanthropy® (CAP®), conferred by the American College.
More recently, in 2021 Brad earned the Certified Exit Planning Advisor (CEPA®) designation to hone his skills in working with private business owners.
In addition to these four industry recognized designations, Brad has earned the right to use several Morgan Stanley designations:
• Family Wealth Advisor
• Alternative Investments Director and
• Senior Investment Management Consultant.
Lastly, Brad has earned the right to use the Certified Kingdom Advisor (CKA®) designation conferred by Kingdom Advisors , a member driven fellowship of Christian Financial Advisors.
Morgan Stanley’s Investing with Impact offering understands that many Christians seek to embrace their faith holistically, and Christian values may play a critical role in their investment decisions. This includes the management of investments as an extension of their faith and as a complement to other activities, such as philanthropy. Alongside the tools available at Morgan Stanley, Investing with Impact has published a Christian Values Guide that can aid in implementing faith into an investor’s financial, philanthropic, and human capital.
The significance of all these designations and the ongoing continuing education that they offer reflects Brad’s personal and professional commitment to excellence in investment, financial, philanthropic and estate planning.
Brad is an active member of Kingdom Advisors who have honored him twice, including their most prestigious award: The Larry Burkette Award, presented in February 2018, and previously in February 2013, he was presented with Kingdom Advisors’ Russell E. Miller Community Leadership Award.
Brad served as co-chair (2010 – 2015) then chair (2015 – 2026) of the Christian Focus Group at Morgan Stanley, serving 500+ members; and currently serves as a Steering Committee member of the North America Christian Faith Forum.
Locally, Brad is a member of the Central Indiana Community Foundation’s (CICF) Cornerstone Council and was CICF’s first recipient of their Professional Partners in Philanthropy Award.
Brad and his team have sponsored four “Hands of Hope” client events in conjunction with the Salvation Army, designed to allow parents and grandparents, in a hands-on environment, to model volunteerism for their children and grandchildren; as well as a client event that supported ICAN, an Indianapolis based non-profit that trains assistance dogs for a variety of services for the disabled community.
Brad was a co-founder and leader of Rethinking Wealth, a movement of Central Indiana Christian financial advisors. From 2013 – 2019, through Rethinking Wealth events, over 1,000 attendees comprised of area financial advisors, CPA’s, attorneys, pastors and non-profit representatives met to hone their skills in biblical financial stewardship.
Brad has participated in three and led three work teams building school classrooms, a medical dispensary, two churches and even helped with the electrical work on a hydro-electric dam built to supply power to a hospital, all in Kenya, Africa.
In 2018, along with four other Morgan Stanley advisors, including his business partner Dean Crandall, Financial Advisor, they visited Syrian refugee camps in Beirut Lebanon, and raised $50,000 for Heart for Lebanon for humanitarian relief.
Along with his wife Char, they have raised thirteen puppies for Leader Dogs for the Blind to be trained as guide dogs for the visually impaired.
But most important of all to Brad is his membership at Community Bible Fellowship Church in Westfield, IN, where he is a charter member, served on the inaugural missions committee, has taught a 13-week Faith and Finances course, and currently serves on the Hospitality as well as the Safety Team.
Morgan Stanley has no affiliation with Kingdom Advisors and the CKA® designation is not overseen or endorsed by the Firm. Morgan Stanley does not discriminate on the basis of any protected status and welcomes clients and provides investment advisory services without regard to religious affiliation. For more information about the designation, please see: https://kingdomadvisors.com/association/designation/overview.
NMLS#: 1279255
A Senior Vice President at Morgan Stanley, Brad was an early adopter of financial planning, earning his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 1988.
In 2005, he added two more important designations relevant his clientele:
• the Certified Investment Management Analyst® (CIMA®) designation conferred by the Wharton School of Business, University of Pennsylvania.
• and the Chartered Advisor in Philanthropy® (CAP®), conferred by the American College.
More recently, in 2021 Brad earned the Certified Exit Planning Advisor (CEPA®) designation to hone his skills in working with private business owners.
In addition to these four industry recognized designations, Brad has earned the right to use several Morgan Stanley designations:
• Family Wealth Advisor
• Alternative Investments Director and
• Senior Investment Management Consultant.
Lastly, Brad has earned the right to use the Certified Kingdom Advisor (CKA®) designation conferred by Kingdom Advisors , a member driven fellowship of Christian Financial Advisors.
Morgan Stanley’s Investing with Impact offering understands that many Christians seek to embrace their faith holistically, and Christian values may play a critical role in their investment decisions. This includes the management of investments as an extension of their faith and as a complement to other activities, such as philanthropy. Alongside the tools available at Morgan Stanley, Investing with Impact has published a Christian Values Guide that can aid in implementing faith into an investor’s financial, philanthropic, and human capital.
The significance of all these designations and the ongoing continuing education that they offer reflects Brad’s personal and professional commitment to excellence in investment, financial, philanthropic and estate planning.
Brad is an active member of Kingdom Advisors who have honored him twice, including their most prestigious award: The Larry Burkette Award, presented in February 2018, and previously in February 2013, he was presented with Kingdom Advisors’ Russell E. Miller Community Leadership Award.
Brad served as co-chair (2010 – 2015) then chair (2015 – 2026) of the Christian Focus Group at Morgan Stanley, serving 500+ members; and currently serves as a Steering Committee member of the North America Christian Faith Forum.
Locally, Brad is a member of the Central Indiana Community Foundation’s (CICF) Cornerstone Council and was CICF’s first recipient of their Professional Partners in Philanthropy Award.
Brad and his team have sponsored four “Hands of Hope” client events in conjunction with the Salvation Army, designed to allow parents and grandparents, in a hands-on environment, to model volunteerism for their children and grandchildren; as well as a client event that supported ICAN, an Indianapolis based non-profit that trains assistance dogs for a variety of services for the disabled community.
Brad was a co-founder and leader of Rethinking Wealth, a movement of Central Indiana Christian financial advisors. From 2013 – 2019, through Rethinking Wealth events, over 1,000 attendees comprised of area financial advisors, CPA’s, attorneys, pastors and non-profit representatives met to hone their skills in biblical financial stewardship.
Brad has participated in three and led three work teams building school classrooms, a medical dispensary, two churches and even helped with the electrical work on a hydro-electric dam built to supply power to a hospital, all in Kenya, Africa.
In 2018, along with four other Morgan Stanley advisors, including his business partner Dean Crandall, Financial Advisor, they visited Syrian refugee camps in Beirut Lebanon, and raised $50,000 for Heart for Lebanon for humanitarian relief.
Along with his wife Char, they have raised thirteen puppies for Leader Dogs for the Blind to be trained as guide dogs for the visually impaired.
But most important of all to Brad is his membership at Community Bible Fellowship Church in Westfield, IN, where he is a charter member, served on the inaugural missions committee, has taught a 13-week Faith and Finances course, and currently serves on the Hospitality as well as the Safety Team.
Morgan Stanley has no affiliation with Kingdom Advisors and the CKA® designation is not overseen or endorsed by the Firm. Morgan Stanley does not discriminate on the basis of any protected status and welcomes clients and provides investment advisory services without regard to religious affiliation. For more information about the designation, please see: https://kingdomadvisors.com/association/designation/overview.
NMLS#: 1279255
Securities Agent: NJ, IN, RI, NV, FL, CA, AZ, PA, OH, NC, MD, AR, AL, WV, UT, TX, GA, TN, MS, MI, KS, SC, HI, DE, CO, VA, NY, IA, DC, AK, KY, ID, OR, IL, NM, NE, MO, MN, MA, WI, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279255
NMLS#: 1279255
About Dean Crandall
With experience in fields as diverse as real estate management, agriculture, investing and financial planning, Dean has blended the values of professional excellence, attention to detail and reliability. A lifelong student of global capital markets, he concentrates on market trends and history, macro-economic conditions and portfolio analysis.
His industrious background reflects the drive of a dynamic, critical thinker with a passion for educating clients. He grew up on a farm, graduated from college (Western Illinois University, BS), became a banker, and then a financial advisor in 1985. He joined industry leader Morgan Stanley in 2009 where his team delivers a distinct combination of professional accomplishment and high-touch service within the world-class capabilities of this global financial powerhouse.
Dean is a highly credentialed Senior Vice President of Morgan Stanley. As a designated CERTIFIED FINANCIAL PLANNER (CFP®), a CERTIFIED EXIT PLANNING ADVISOR (CEPA®), and a CHARTERED RETIREMENT PLANNING
COUNSELOR (CRPC®), Dean utilizes a well-rounded, planning-based approach to wealth management. In addition he has earned the designations of Portfolio Management Director, Senior Investment Management Consultant, Family Wealth Advisor, and Alternative Investment Director.
Dean believes in giving back and has served on multiple boards including the local symphony, the YMCA, Fellowship Of Christian Athletes, community college and hospital foundations, country clubs and as an elder at his local church.
He’s a Colson Fellow and a Ron Blue Institute Ambassador. He enjoys reading, loves to travel, he’s a history buff, an average basketball player and sometimes a weekend farmer.
Dean is married to his high school sweetheart, Gina. They have three grown children and three grandchildren.
Morgan Stanley has no affiliation with Kingdom Advisors. For more information about Kingdom Advisors, please see https://kingdomadvisors.com/association/designation/overview. Morgan Stanley welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.
His industrious background reflects the drive of a dynamic, critical thinker with a passion for educating clients. He grew up on a farm, graduated from college (Western Illinois University, BS), became a banker, and then a financial advisor in 1985. He joined industry leader Morgan Stanley in 2009 where his team delivers a distinct combination of professional accomplishment and high-touch service within the world-class capabilities of this global financial powerhouse.
Dean is a highly credentialed Senior Vice President of Morgan Stanley. As a designated CERTIFIED FINANCIAL PLANNER (CFP®), a CERTIFIED EXIT PLANNING ADVISOR (CEPA®), and a CHARTERED RETIREMENT PLANNING
COUNSELOR (CRPC®), Dean utilizes a well-rounded, planning-based approach to wealth management. In addition he has earned the designations of Portfolio Management Director, Senior Investment Management Consultant, Family Wealth Advisor, and Alternative Investment Director.
Dean believes in giving back and has served on multiple boards including the local symphony, the YMCA, Fellowship Of Christian Athletes, community college and hospital foundations, country clubs and as an elder at his local church.
He’s a Colson Fellow and a Ron Blue Institute Ambassador. He enjoys reading, loves to travel, he’s a history buff, an average basketball player and sometimes a weekend farmer.
Dean is married to his high school sweetheart, Gina. They have three grown children and three grandchildren.
Morgan Stanley has no affiliation with Kingdom Advisors. For more information about Kingdom Advisors, please see https://kingdomadvisors.com/association/designation/overview. Morgan Stanley welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.
Securities Agent: ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, NH, OR, PA, WV, WI, WA, VA, UT, TX, TN, SC, RI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1272943
NMLS#: 1272943
About Caleb Quick
Caleb’s focus is to assist individuals and institutions to reach their objectives and financial goals. He collaborates closely with other financial professionals, such as money managers, estate attorneys and tax advisors as additional resources for clients and institutions. He has successfully achieved becoming a Certified Financial PlannerTM in 2013 and became a Certified Investment Management Analyst® to deepen his knowledge of the capital markets to better serve institutions in 2018.
Caleb is a proud graduate of Purdue University in Lafayette, Indiana where graduated with a degree in Management.
He enjoys coaching youth sports, playing golf and spending quality time with his wife Rachel and their 4 daughters Kali, Kadie, Kelsie and Kenzie. He is actively involved with Cornerstone Bible Church where he serves in various ministry roles.
Caleb is a proud graduate of Purdue University in Lafayette, Indiana where graduated with a degree in Management.
He enjoys coaching youth sports, playing golf and spending quality time with his wife Rachel and their 4 daughters Kali, Kadie, Kelsie and Kenzie. He is actively involved with Cornerstone Bible Church where he serves in various ministry roles.
Securities Agent: AL, MD, MA, IA, HI, VA, TX, NE, MS, CA, TN, PA, OR, NJ, MI, FL, WI, MN, CO, AZ, NV, MO, UT, IL, DC, DE, WV, SC, OH, NC, AR, NM, KS, ID, GA, RI, NY, KY, IN, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 697923
NMLS#: 697923
About Larry Haler
Larry has been a Registered Associate at Morgan Stanley since 2008. He has over 40 years of experience in the financial services industry and holds the Series 7, 66 and 31. He also holds his life and health insurance licenses.
He received his B.S. in Business Finance from Indiana State University and prior to joining Morgan Stanley was a regional manager in the banking industry. He has three grown children and five grandchildren that are local to Indianapolis. An Indiana native, he spends his free time is with his family, gardening and woodworking. Larry also spends personal time as a volunteer for Kairos Prison Ministry International, Inc. (Kairos) is a Christian faith-based ministry which addresses the spiritual needs of incarcerated men, women, youth, and their families. The mission of Kairos is to share the transforming love and forgiveness of Jesus Christ to impact the hearts and lives of the incarcerated, to become loving productive citizens in their communities. He participates in the Inside Program within the institution for a 3 1/2 day weekend event of carefully coordinated talks, discussions, chapel meditations, and music led by the loving servant spirit of the volunteers. Larry's experience within the prison has been rewarding and led to his personal Christian growth.
Larry is a member of Kingdom Advisors and facilitates a monthly study group which prepares advisors to incorporate their faith with their financial practice.
Morgan Stanley has no affiliation with Kingdom Advisors. Morgan Stanley welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations..
He received his B.S. in Business Finance from Indiana State University and prior to joining Morgan Stanley was a regional manager in the banking industry. He has three grown children and five grandchildren that are local to Indianapolis. An Indiana native, he spends his free time is with his family, gardening and woodworking. Larry also spends personal time as a volunteer for Kairos Prison Ministry International, Inc. (Kairos) is a Christian faith-based ministry which addresses the spiritual needs of incarcerated men, women, youth, and their families. The mission of Kairos is to share the transforming love and forgiveness of Jesus Christ to impact the hearts and lives of the incarcerated, to become loving productive citizens in their communities. He participates in the Inside Program within the institution for a 3 1/2 day weekend event of carefully coordinated talks, discussions, chapel meditations, and music led by the loving servant spirit of the volunteers. Larry's experience within the prison has been rewarding and led to his personal Christian growth.
Larry is a member of Kingdom Advisors and facilitates a monthly study group which prepares advisors to incorporate their faith with their financial practice.
Morgan Stanley has no affiliation with Kingdom Advisors. Morgan Stanley welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations..
About Barbara Austin
Barbara Austin, a Business Development Associate, joined Morgan Stanley in 2014 and has been an integral part of The Kairos Legacy Group at Morgan Stanley since 2018. With over 29 years of experience in the financial services industry, Barbara brings a wealth of knowledge and experience to our organization. She holds the Series 7, 9, 10, 63, and 66 licenses and has earned a Financial Planning Specialist* and Alternative Investment Specialist* designations with Morgan Stanley.
Barbara is proficient in various aspect of our business, including onboarding new clients, servicing existing clients, and navigating our Alternative, Advisory, Insurance, Mutual Fund, Fixed Income and Options product platforms. She also works with many of our clients with Retirement accounts, including assisting with the mechanics of rollovers, required distributions and Qualified Charitable Distributions.
In additional to her professional accomplishments, Barbara has had the prestigious honor of sitting on Morgan Stanley’s Support Professional Advisory Council for over four years, including a term as Co-Chair from April 2023 to August 2025. The Council serves as a feedback channel between the branch service organization, Senior Leadership, and Home Office, focusing on service initiatives and enhancements. Barbara also participates in Pilot Programs, testing new platforms before their firm-wide release.
Outside of work, Barbara is married to Michael, who recently retired after 34 years in racing (Formula 1 and IndyCar). They both love God, their two Puggle dogs, golfing, and living their coastal lifestyle in Florida.
Barbara is proficient in various aspect of our business, including onboarding new clients, servicing existing clients, and navigating our Alternative, Advisory, Insurance, Mutual Fund, Fixed Income and Options product platforms. She also works with many of our clients with Retirement accounts, including assisting with the mechanics of rollovers, required distributions and Qualified Charitable Distributions.
In additional to her professional accomplishments, Barbara has had the prestigious honor of sitting on Morgan Stanley’s Support Professional Advisory Council for over four years, including a term as Co-Chair from April 2023 to August 2025. The Council serves as a feedback channel between the branch service organization, Senior Leadership, and Home Office, focusing on service initiatives and enhancements. Barbara also participates in Pilot Programs, testing new platforms before their firm-wide release.
Outside of work, Barbara is married to Michael, who recently retired after 34 years in racing (Formula 1 and IndyCar). They both love God, their two Puggle dogs, golfing, and living their coastal lifestyle in Florida.
Contact Brad Hulse
Contact Dean Crandall
Contact Caleb Quick
Wealth Management
From Our Team
Rational Investing in an Age of Uncertainty
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Article Image
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
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kairos Legacy Group today.
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.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
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)
