Managing Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(630) 203-6144(630) 203-6144
Industry Award WinnerOur Mission Statement
You’ve created significant wealth – so what is the next right move? Let our experienced team show you a clear path between today’s goals and tomorrow’s dreams.
Welcome
The great thing about significant wealth is that when managed properly, it creates unique opportunities for you and your family. However, it can also unleash complex challenges that could stand in the way of you achieving many of your life's goals. That's where we can make a difference.
We're an ally for every step of your financial journey.
The SkyPointe Wealth Management Group is an award-winning team that's made up of highly-experienced and deeply-trustworthy financial professionals. We embrace change and innovation to drive net after-tax results. By concentrating on your unique needs, we customize and implement an approach that helps to maximize growth potential and minimize risk. Above all, we deliver a level of service that's personal and proactive.
There's a reason we're consistently recognized as "Best-In-State".
We're fortunate that Forbes keeps naming us to their various "Best-In-State" lists, but the way we measure success is by how well we deliver against our three pillars to success:
- Deep Discovery – To build your wealth, we start by building a relationship.
- Life-long Learning –We're always searching for new ideas to propel you forward.
- Grace & Hustle – While our solutions are sophisticated, we're not afraid to roll up our sleeves and go to work for your success. So, let's get started!
Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Wealth Advisors 2024
2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
2023-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month period concluding in June of year prior to the issuance of the award. Source: Forbes (Jan 2025)
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We’re here to build your wealth…and make your life easier.
Your true wealth potential becomes more realistic when you have a team that brings a broad range of skill sets to your life. We're your trusted partner for your finances, the quarterback for your day-to-day activities, and the architect of your legacy.
It all starts with our Deep Discovery process. We'll take the time to understand your challenges, values, and financial aspirations. Then we'll handcraft a financial plan designed exclusively for you. Whether you're looking to retire at 62 or you're constantly striving to reach new heights, we have the experience, global resources and connections to take you to where you want to go.
A Wealth of New Opportunities for Your Family.
When you work with SkyPointe Wealth Management Group, you'll have a dedicated advisor plus a team of licensed professionals to service your relationship and your family's on-demand needs. Building generational wealth is the cornerstone of what we do, so our team also includes two Family Wealth Directors. We're here to propel your family forward through our insights, financial structure, ongoing evaluations and stewardship.
Trust & Estate Planning
We work collaboratively with your attorney to create the plan that fits your family. And for clients with highly complex estates, we can provide access to our Family Office Resources team.
Next Generation Education
We provide your adult children and grandchildren with valuable lessons about money management, investing, entrepreneurship, estate planning and what it means to be the beneficiary of a trust.
College Planning
We can create a tax-efficient strategy that enables you to proactively save for your children's or grandchildren's education.
Private Banking Services
We deliver a truly elite level of banking services for your entire family. From day-to-day cash management and premier credit cards to helping your adult children secure their first mortgage, we can help you bank more conveniently, purposefully and securely.
Addressing Changing Family Dynamics
Families are constantly evolving with marriage, divorce, births and aging. That's why we're here to ensure your emotional and financial well-being every step of the way by guiding you through life changes with innovative financial analysis and thoughtful planning.
Charitable Giving and Donor Advised Funds
We help to make it easier and more tax efficient to distribute money to the causes and institutions you care about the most. We can implement a variety of options from direct gifting to complex trusts.
When it comes to business opportunities, we mean business.
Many of our clients come to us because they've experienced an influx of cash from the sale of their business and are looking to capitalize on that opportunity. Others seek the advice of our Workplace Advisor—Equity Compensation Financial Advisors. From small business to captains of industry, we're here for you.
Executive Services
Our dedicated team provides concierge-level support for your executive equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions. We'll provide access to wealth management and tax-optimization strategies, to help navigate your complex financial needs with greater confidence and certainty:
Corporate Services
We can structure incentive programs to recruit and retain the right talent. From competitive 401(k) plans to profit sharing and defined benefit plans, we've helped companies succeed.
Small Business Services
We help you go from concept to monetization. Whether you're looking to access capital for growth or create an exit strategy, we speak small business.
Morgan Stanley At Work
You'll also have access to the full breadth of the firm's global resources, thought leadership, and industry leading platforms, including Morgan Stanley @ Work.
Press & Media Recognition
Forbes Best-In-State Wealth Management Teams 2025
SkyPointe Wealth Management Group
Forbes Best-In-State Wealth Advisors 2024
Paul Majauskas, Ranked #16
Forbes Best-In-State Wealth Management Teams 2024
SkyPointe Wealth Management Group, Ranked #12
Forbes Best-In-State Wealth Advisors 2023
Paul Majauskas, Ranked #14
Location
2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(833) 675-1448(833) 675-1448
Meet SkyPointe Wealth Management Group
William B. Jene, CIMA®
Senior Vice President, Financial Advisor, Alternative Investments Director
Phone:
(630) 203-6124(630) 203-6124
Senior Vice President, Financial Advisor, Alternative Investments Director, Family Wealth Director, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
Phone:
(630) 203-6094(630) 203-6094
Phone:
(630) 203-6107(630) 203-6107
Debra Greening
Wealth Management Associate
Phone:
(630) 203-6154(630) 203-6154
Ty Coates, CFA
Assistant Vice President, Financial Planning Specialist, Consulting Group Analyst, *Disclaimer: This role cannot solicit or provide investment advice.
Phone:
(630) 203-6140(630) 203-6140
Michele Meyer
Portfolio Associate
Phone:
(630) 203-6142(630) 203-6142
Samantha Janisse
Registered Client Service Associate
Phone:
(630) 203-6096(630) 203-6096
Mark Ramseth, CFP®
Registered Client Service Associate, *Disclaimer: This role cannot solicit or provide investment advice.
Phone:
(630) 203-6146(630) 203-6146
Helen Dendura-Janyk
Team Administrator
Phone:
(630) 203-6159(630) 203-6159
Lukas Rekasius
Registered Client Service Associate
Phone:
(630) 573-9741(630) 573-9741
About Paul B. Majauskas
Paul Majauskas has been managing client’s wealth at Morgan Stanley since 1986. Paul earned both a Bachelor of Science and a Masters of Management in Finance from Northwestern University. Paul also earned his Certified Investment Management Analyst® (CIMA®) designation from the Wharton School at the University of Pennsylvania. Paul was most recently recognized by Forbes Magazine as Best-In-State Wealth Advisors at #31.
Paul is a lifelong volunteer within the Lithuanian-American community. He and his wife have 3 grown children and enjoy travel, tennis, cooking, astronomy, and the game of chess.
Paul.B.Majauskas@morganstanley.com
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Paul is a lifelong volunteer within the Lithuanian-American community. He and his wife have 3 grown children and enjoy travel, tennis, cooking, astronomy, and the game of chess.
Paul.B.Majauskas@morganstanley.com
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: NM, ME, TN, OR, AZ, AL, PA, NJ, MI, WA, OK, OH, NC, MA, HI, VT, LA, DE, RI, MN, IA, MT, KY, CO, WI, NY, MD, IN, GA, FL, WY, VA, TX, SC, DC, NV, MO, IL, ID, CT, CA, AR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285376
CA Insurance License #: 0B75085
NMLS#: 1285376
CA Insurance License #: 0B75085
About William B. Jene
Being a Financial Advisor combines two of my biggest passions—helping people achieve more in their lifetimes, along with my love of finance. What motivates me is seeing my clients reach their important milestones; whether that’s retirement, getting the kids through college, protecting a large windfall they earned from selling a business, or supporting a charity that impacts the world for the better.
I really do have my client’s best interest at heart. I often say I treat them with the same level of respect and appreciation that I have for my own family. As a realist, I’ll always be upfront with you about your risks and expectations. My job is to help you have an increased comfort level that I’ve carefully structured your investments to best meet your needs and goals.
The first step I always take is to create a comprehensive analysis of your situation and then craft a plan that helps get you to where you want to go. I’ll help make sure that your estate strategy, insurance and financial plan are in place, so you’ll feel more comfortable with whatever comes your way. And as a Alternative Investments Director, I have the knowledge and experience to open the door to new opportunities for you and your family.
My financial services career began at Paine Weber back in 1983. Now I’m fortunate to call Morgan Stanley my home for more than 35 years. The SkyPointe Wealth Management Group is a truly special group of financial professionals, who happen to be some of the smartest and most thoughtful people I’ve ever had the pleasure to know. It’s little wonder that Forbes has named us as one of their “Best-In-State Wealth Management Teams” for the past two years.
I earned my BA degree from Indiana University of Pennsylvania and my MBA in finance from The Keller Graduate School of Business. I then went on to obtain my Certified Investment Management Analyst® (CIMA®) from The Wharton School, The University of Pennsylvania.
My lovely wife and I have five grown children—and are proud grandparents of eight wonderful grandkids. We live in Downers Grove, IL and enjoy spending summers with the family on the lake in Wisconsin. I also enjoy sailing, boating, and downhill skiing. Giving back to the community is very important to me and I especially enjoy efforts to support non-profit organizations as a team outing.
William.B.Jene@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2024, 2025
Source: Forbes.com (Awarded 2024,2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures | Morgan Stanley
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
I really do have my client’s best interest at heart. I often say I treat them with the same level of respect and appreciation that I have for my own family. As a realist, I’ll always be upfront with you about your risks and expectations. My job is to help you have an increased comfort level that I’ve carefully structured your investments to best meet your needs and goals.
The first step I always take is to create a comprehensive analysis of your situation and then craft a plan that helps get you to where you want to go. I’ll help make sure that your estate strategy, insurance and financial plan are in place, so you’ll feel more comfortable with whatever comes your way. And as a Alternative Investments Director, I have the knowledge and experience to open the door to new opportunities for you and your family.
My financial services career began at Paine Weber back in 1983. Now I’m fortunate to call Morgan Stanley my home for more than 35 years. The SkyPointe Wealth Management Group is a truly special group of financial professionals, who happen to be some of the smartest and most thoughtful people I’ve ever had the pleasure to know. It’s little wonder that Forbes has named us as one of their “Best-In-State Wealth Management Teams” for the past two years.
I earned my BA degree from Indiana University of Pennsylvania and my MBA in finance from The Keller Graduate School of Business. I then went on to obtain my Certified Investment Management Analyst® (CIMA®) from The Wharton School, The University of Pennsylvania.
My lovely wife and I have five grown children—and are proud grandparents of eight wonderful grandkids. We live in Downers Grove, IL and enjoy spending summers with the family on the lake in Wisconsin. I also enjoy sailing, boating, and downhill skiing. Giving back to the community is very important to me and I especially enjoy efforts to support non-profit organizations as a team outing.
William.B.Jene@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2024, 2025
Source: Forbes.com (Awarded 2024,2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures | Morgan Stanley
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: AR, NC, WY, VT, OK, ME, LA, ID, RI, MT, HI, MO, MN, GA, DC, CT, KY, WI, VA, MA, IA, OR, NM, MI, IN, CO, AZ, OH, NJ, IL, FL, DE, CA, AL, TX, NY, MD, SC, NV, WA, TN, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282767
NMLS#: 1282767
About Cheryl A. Snook
As one of the founding partners of the SkyPointe Wealth Management Group, we wanted to create a practice that caters to successful individual's unique needs. And while my years of experience, financial savvy and accreditations provide me with the skill set to build wealth, I believe the secret to my success is based on building deeper relationships.
I’m approachable and personable. And it's my diligence and drive that helps to ensure that no stone gets left unturned when it comes to your family’s success. Whether it’s crafting an all-encompassing financial plan, or executing it thoroughly, I’m committed to helping you reach new heights, feel better prepared for the future, and create wealth that can support your lifestyle and span generations. I’ll also deliver the full breath of the firm’s global resources to you, including coordinating your needs and opportunities with a team of Morgan Stanley experts.
What attracted me to financial industry was growing up around family members who owned businesses. That and my abilities in mathematics led me to earn a BBA in Finance from the University of Wisconsin at Eau Claire and my Certified Investment Management Analyst® (CIMA®) at the University of Chicago, Booth School of Business. My career began more than 30 years ago, building on my broad financial expertise with several major financial institutions and a range of clients from business owners to individuals. I joined Morgan Stanley in 2002 and am now proud to be part of a group that was named as one of Forbes “Best-in-State Wealth Management Teams.”
My husband, of 34 years, and I live in St. Charles, IL, where we raised two children who are now fully grown. Our son is an army veteran and a doctor in Louisville, KY. Our daughter also majored in finance and is now a CPA working nearby in Chicago. Outside of the office, I have a passion for supporting education. I am a long-standing board member for the St. Charles Education Foundation and active with other charitable organizations. It's the foundation of family, education, and financial expertise that continue to inspire my work with clients every day.
Cheryl.Snook@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24. Awards Disclosures | Morgan Stanley
I’m approachable and personable. And it's my diligence and drive that helps to ensure that no stone gets left unturned when it comes to your family’s success. Whether it’s crafting an all-encompassing financial plan, or executing it thoroughly, I’m committed to helping you reach new heights, feel better prepared for the future, and create wealth that can support your lifestyle and span generations. I’ll also deliver the full breath of the firm’s global resources to you, including coordinating your needs and opportunities with a team of Morgan Stanley experts.
What attracted me to financial industry was growing up around family members who owned businesses. That and my abilities in mathematics led me to earn a BBA in Finance from the University of Wisconsin at Eau Claire and my Certified Investment Management Analyst® (CIMA®) at the University of Chicago, Booth School of Business. My career began more than 30 years ago, building on my broad financial expertise with several major financial institutions and a range of clients from business owners to individuals. I joined Morgan Stanley in 2002 and am now proud to be part of a group that was named as one of Forbes “Best-in-State Wealth Management Teams.”
My husband, of 34 years, and I live in St. Charles, IL, where we raised two children who are now fully grown. Our son is an army veteran and a doctor in Louisville, KY. Our daughter also majored in finance and is now a CPA working nearby in Chicago. Outside of the office, I have a passion for supporting education. I am a long-standing board member for the St. Charles Education Foundation and active with other charitable organizations. It's the foundation of family, education, and financial expertise that continue to inspire my work with clients every day.
Cheryl.Snook@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24. Awards Disclosures | Morgan Stanley
Securities Agent: DE, AR, WI, RI, MN, IN, GA, AZ, TN, OK, CT, OH, IL, CA, WY, NY, NJ, KY, AL, MA, DC, CO, VA, TX, OR, NC, MD, LA, ID, FL, VT, SC, PA, MO, MI, WA, ME, NV, NM, MT, IA, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265066
NMLS#: 1265066
About Zach Benning
I have dedicated my career as a Financial Advisor to helping families chart the course to their future. Forming trusting client relationships that often extend across generations allows me to dedicate my time and energy toward gaining a deep understanding of their needs, goals, and values.
Applying my training as a CERTIFIED FINANCIAL PLANNER® professional as well as the perspective of an avid mountain climber, I can help you navigate the risks and opportunities life throws at us and develop a flexible plan designed to grow, diversify and preserve your wealth. I will work purposefully to understand your unique situation and help you develop a plan designed to bring your life goals to fruition—and ultimately do the same for your children and grandchildren.
I’ve spent over half my life with my incredible wife, Sarah, and I feel truly blessed. Even more so lately, because we have three young children who fill our hearts with joy and love. Over the years, I’ve climbed mountains in the Pacific Northwest, ice waterfalls in the canyons of Montana, dusty volcanoes in Africa and Mexico, and even tried dog sledding a few years ago in Michigan’s Upper Peninsula. My wife and I loved the pups so much that we adopted two retired Huskies.
Community service is central to my life. I grew up in a small town right here in Illinois and know how important it is to remember your roots. That’s why our family aims to make an impact on our community by helping to educate children with limited opportunity here in Chicago. I also learned how to dance the Hustle and Bachata so I could compete in Dancing with Chicago Celebrities at the Navy Pier AON Ballroom in 2023 in support of breast cancer.
Zachary.Benning@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24. Awards Disclosures | Morgan Stanley
Applying my training as a CERTIFIED FINANCIAL PLANNER® professional as well as the perspective of an avid mountain climber, I can help you navigate the risks and opportunities life throws at us and develop a flexible plan designed to grow, diversify and preserve your wealth. I will work purposefully to understand your unique situation and help you develop a plan designed to bring your life goals to fruition—and ultimately do the same for your children and grandchildren.
I’ve spent over half my life with my incredible wife, Sarah, and I feel truly blessed. Even more so lately, because we have three young children who fill our hearts with joy and love. Over the years, I’ve climbed mountains in the Pacific Northwest, ice waterfalls in the canyons of Montana, dusty volcanoes in Africa and Mexico, and even tried dog sledding a few years ago in Michigan’s Upper Peninsula. My wife and I loved the pups so much that we adopted two retired Huskies.
Community service is central to my life. I grew up in a small town right here in Illinois and know how important it is to remember your roots. That’s why our family aims to make an impact on our community by helping to educate children with limited opportunity here in Chicago. I also learned how to dance the Hustle and Bachata so I could compete in Dancing with Chicago Celebrities at the Navy Pier AON Ballroom in 2023 in support of breast cancer.
Zachary.Benning@morganstanley.com
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24. Awards Disclosures | Morgan Stanley
Securities Agent: MA, AR, UT, TN, OK, OH, ME, IN, WA, TX, MT, KY, IA, DE, AZ, MS, MO, IL, ID, DC, CT, NM, SD, PA, NJ, HI, CO, NY, MD, AL, WI, VA, SC, NH, LA, WY, VT, NV, MI, GA, FL, RI, PR, OR, NC, MN, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2355792
NMLS#: 2355792
About Debra Greening
Debra is our team’s Wealth Management Associate with over 35 years of management, financial planning and client service experience. She serves as the lead administrator with a focus on our team providing an exceptional overall client experience that is truly tailored to each client’s unique needs. Debra is a graduate of Robert Morris College and holds FINRA Series securities licensing. Debra values time with her family and friends, enjoys travel adventures and is an active volunteer for many charitable events.
debra.l.greening@morganstanley.com
debra.l.greening@morganstanley.com
About Ty Coates
Ty is responsible for several aspects of our team's financial planning, implementation and review process. This includes financial and investment analysis, research, asset allocation, trading and performance reporting. Ty earned a B.S. in Finance from the University of Iowa. He is licensed for security transactions and holds a Chartered Financial Analyst (CFA) designation. Ty resides in Bartlett, Il with his three children. They enjoy outdoor activities and participating the in the JDRF One-Walk to Cure Diabetes.
Ty.Coates@morganstanley.com
Ty.Coates@morganstanley.com
About Michele Meyer
Michele began her career in the Chicago office of Nuveen. She became licensed after taking a Sales Assistant position at Merrill Lynch where she spent eight years before moving to Paine Webber to work in corporate cash management. Michele took a break from her career to be a full-time mom of four until she returned to work joining Morgan Stanley in 2011. Michele takes time to understand each client's needs and enjoys providing care to a diverse set of our clients. She also enjoys time with her husband and four grown children.
Michele.Meyer@morganstanley.com
Michele.Meyer@morganstanley.com
About Samantha Janisse
Samantha joined the SkyPointe Team in 2021. Formerly, she was a Private Client Banker and has 12 years of banking experience at JPMorgan Chase. Sam has an Associate Degree from the College of DuPage. She is licensed for securities and insurance transactions and enjoys the opportunity to provide a top-notch client service experience. Sam enjoys spending time with friends and family and loves to travel.
Samantha. Janisse@morganstanley.com
Samantha. Janisse@morganstanley.com
About Mark Ramseth
Mark joined the SkyPointe Team in 2022. He became a Certified Financial Planner in 2024 and provides financial planning to our clients. He started his brokerage career in 2013 at Charles Schwab in Indianapolis and then joined Fifth Third Securities in 2019. Mark earned his Bachelor's degree from Purdue University and his MBA from Indiana State University. He is licensed for securities transactions and life/health insurance. Mark resides in Plainfield with his wife and two young daughters where they enjoy going on walks and bike rides. They also enjoy road trips in the summer and recently rescued a Labrador Retriever.
mark.ramseth@morganstanley.com
mark.ramseth@morganstanley.com
About Helen Dendura-Janyk
Helen is primarily responsible for operational and administrative service for our team. Her activities include scheduling client meetings, travel arrangements and coordinating client events. Helen has an associate degree from Robert Morris College. She retired from her 35 year career as an Administrative Assistant in corporate finance at Goldman Sachs and has been with Morgan Stanley for five years. Helen enjoys her time with her son, Christopher. They both love to cook, travel and spend time with family members in Arizona.
Helen.Dendura-Janyk@morganstanley.com
Helen.Dendura-Janyk@morganstanley.com
About Lukas Rekasius
Lukas jointed SkyPointe Wealth Management in 2024. He has a bachelor’s degree in Marketing from Carthage College and worked in financial and insurance industry before joining Morgan Stanley. He is licensed for securities and insurance transactions and assists the team with retirement plans, stock plans, and our wealth management families
Lukas.Rekasius@morganstanley.com 630
Lukas.Rekasius@morganstanley.com 630
Contact Paul B. Majauskas
Contact William B. Jene
Contact Cheryl A. Snook
Contact Zach Benning
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2024-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jordan Hoerter
Private Banker
Amy Gross, CFP®
Financial Planning Director, Vice President
Ana Majauskas
Planning Associate
About Jordan Hoerter
Jordan Hoerter is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
NMLS#: 1445073
About Amy Gross
Amy Gross is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Chicago suburbs. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Amy began her career in financial services in 2009 and joined Morgan Stanley in 2021. Prior to her current position, she worked at Merrill Lynch and Credit Suisse as a Senior Registered Associate working with high-net-worth clients on an individual basis and making sure all their financial and operational needs were met.
Amy graduated from Illinois State University and holds her Certified Financial Planner® designation. Amy lives in Brookfield, IL with her husband Garrett, daughter Felicity and son Emmett. Outside of work, Amy enjoys both going to and volunteering at Brookfield Zoo and is a Chicago Zoological Association Associate Board Member. Outside of work she enjoys reading, traveling and exploring new places whenever she can.
Amy began her career in financial services in 2009 and joined Morgan Stanley in 2021. Prior to her current position, she worked at Merrill Lynch and Credit Suisse as a Senior Registered Associate working with high-net-worth clients on an individual basis and making sure all their financial and operational needs were met.
Amy graduated from Illinois State University and holds her Certified Financial Planner® designation. Amy lives in Brookfield, IL with her husband Garrett, daughter Felicity and son Emmett. Outside of work, Amy enjoys both going to and volunteering at Brookfield Zoo and is a Chicago Zoological Association Associate Board Member. Outside of work she enjoys reading, traveling and exploring new places whenever she can.
About Ana Majauskas
Anastasija Majauskas is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Anastasija provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
She earned her undergraduate degree from Tulane University and received the Financial Planning Specialist® designation from the College for Financial Planning. Anastasija Majauskas is originally from Downers Grove, IL and currently resides in New York City, NY
She earned her undergraduate degree from Tulane University and received the Financial Planning Specialist® designation from the College for Financial Planning. Anastasija Majauskas is originally from Downers Grove, IL and currently resides in New York City, NY
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. 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.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. 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.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. 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.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. 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.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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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 SkyPointe Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
