Our Story

Whether you’re a busy executive, a business owner, a retiree, or a second-generation family member of our long-term clients, our goal is to earn your confidence not only through the quality of investment solutions we present to you, but also through the excellence with which we deliver them.

Our Group has over 100 years of combined experience in the investment industry. We believe that working as a team not only provides you with access to a broad array of solutions, but it also helps to ensure that you will benefit from the highest levels of service. While each of our group members offers distinctive, but complementary skills and perspectives, we also share a commitment to responding to your investment needs promptly, professionally, and thoroughly.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Annuities2
  • Asset Management3
  • Cash Management4
  • Estate Planning Strategies5
  • Financial Planning6
  • Lending Products
  • Long Term Care Insurance7
  • Professional Portfolio Management8
  • Qualified Retirement Plans9
  • Retirement Planning10
  • Wealth Management11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

As your Financial Advisory Team we look to work with clients who want a relationship that is built on trust, understanding, steadfast guidance and unwavering commitment to your goals.  Within our team dynamics we are able to offer our clients, from the busy executives to the retirees, a broad array of financial solutions to fit their goals.

    Experience

    Our group has over 100 years of combined experience in the investment industry.  While each group member offers distinct, but complementary skills and perspectives, we also share a commitment to responding to your investment needs promptly, professionally and thoroughly. 


    With our experience in Investment Management, our team can help translate your objectives into strategies that make sense for you.  We offer you a perspective developed over multiple market cycles, a thorough understanding of asset allocation and risk management, and an ability to refine your strategy as your needs and the financial markets change.

      Working With You

      Helping preserve wealth and mitigate financial risk isn't just about knowing the numbers, it's about knowing you.

      Each member of The Milestone Group is dedicated to providing unparalleled client services.  We maintain a manageable number of client relationships and offer advice that extends far beyond investing to encompass both sides of your personal balance sheet, both assets and liability management, and every aspect of your finances. 

      We know you have many choices when it comes to selecting a financial advisor.  Our diverse, comprehensive and complementary backgrounds in investments, analysis, insurance and lending servies, coupled with our commitment to client service, have resulted in deeply rewarding, long-term relationships with our clients.  We invite you to become one of them.


      Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
      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.

        Community Involvement

        We are committed to giving back!  Each member of our team is actively involved our community.  Some of the causes and/or charities that are near and dear to our team are:  The American Heart Association, Lydia Home Association and Safe Families for Children, Dare to Be Different,  Project 15:12 Love One Another, The Tad Agnew Foundation, and Junior Achievement.

          Location

          4300 East 53rd St
          Ste 300
          Davenport, IA 52807
          US
          Direct:
          (563) 344-4390(563) 344-4390
          Toll-Free:
          (800) 553-1871(800) 553-1871

          Meet The Milestone Group

          About Me

          Marty has over 42 years of experience in financial services. He began his career with MetLife in 1976 as a Sales Representative and was promoted to management a few years later. He began his career as a Financial Advisor in 1980 with Merrill Lynch, fulfilling a lifelong desire to enter the securities industry and provide clients with exceptional service and investment advice.

          Marty joined Morgan Stanley in January of 1984. With an extensive background in financial planning, Marty focuses on portfolio design, manager selection, risk management, and alternative investments. He also advises clients on distribution strategies for retirement income.

          Marty is a lifelong resident of the Quad Cities. He earned his Bachelor of Business Administration degree in Finance from The University of Iowa. He and his wife, Barb, are proud parents to their daughter, Andrea, who is an Occupational Therapist in Austin, TX and their son, Brennan, who has joined the Morgan Stanley team. Marty remains active in his community, volunteering for the United Way, River Bend Foodbank, and Junior Achievement. In his free time, he enjoys golf, fly fishing, travel and exercise.
          Securities Agent: IA, WY, WI, WA, VA, TX, TN, PA, OK, OH, NY, NV, NE, ND, MT, MS, MO, MN, MI, MD, KS, IN, IL, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1653113

          About Me

          Darrell Henricksen, CFP®, CRPC, is a CERTIFIED FINANCIAL PLANNER with over 20 years of experience in the investment industry, Darrell works with clients on all aspects of financial planning, providing services that include fee-based financial planning, risk management, wealth accumulation and distribution strategies.

          After earning a Bachelor of Science degree in Finance from the University of Iowa, Darrell became a financial analyst with boutique investment bank, Kasten Group, in St. Louis. He moved back to Iowa in 1996, joining Merrill Lynch, and working with Chris Agnew as Financial Advisors. Gary Hewitt joined their group in 2006, and most recently Clint Allaman and they formed the strong team of Agnew Henricksen Hewitt Allaman & Associates.

          Darrell earned the designation of Chartered Retirement Planning Consultant (CRPC) in 2008, and completed the rigorous academic requirements to obtain the significant designation of CERTIFIED FINANCIAL PLANNERTM (CFP®) in 2012. The CFP® designation recognizes a combination of substantial practical financial planning experience, the completion of a comprehensive and educational program, and the demonstration of real-world applications of the core competencies.

          With his background in financial analysis, financial planning, and retirement planning, Darrell is able to provide individuals and families with a high level of custom financial solutions to help preserve and protect their assets. He keeps a watchful eye on today’s fast-paced markets, counseling his clients not to get caught up in the volatility and ensuring that their investment choices match their risk tolerances. His skills and experience help clients navigate through the maze of complex financial issues that are unique to retirement and life transitions.

          Married for over twenty years, Darrell and his wife, Susan, have three children. He is active in his church, providing congregational care by serving in multiple leadership roles. He and his wife Susan are very involved with Lydia Home Association and Safe Families for Children (SFFC), an organization which offers sanctuary to thousands of children, minimizing the risk for abuse or neglect and giving parents the time and tools they need to help their families thrive. Through SFFC, Darrell and his family open their home many times throughout the year to offer a safe haven to children.
          Securities Agent: TX, IA, WY, WI, WA, VA, TN, PA, OK, OH, NV, NJ, NE, ND, NC, MT, MS, MO, MN, MI, MD, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
          NMLS#: 510926

          About Me

          Gary Hewitt, CRPC, CLU, serves as a Financial Advisor and a Vice President with The Milestone Group.  For 24 years, he has provided highly customized advice and investment solutions to high net worth individuals and families.  Gary demonstrates a genuine concern for discovering client needs and then building globally diversified portfolios designed to help meet their unique objectives.

          After earning a Bachelor of Business degree in finance from Western Illinois University, Gary worked in a retail management position before beginning his career in Financial Services at John Deere Insurance in 1987.  Following a 12-year career at regional investment firm Piper Jaffray, Gary joined Merrill Lynch in 2006 to work with Chris Agnew and Darrell Henricksen as Financial Advisors.

          While at John Deere, Gary earned the esteemed industry designation Certified Life Underwriter (CLU).  Prior to joining Morgan Stanley in 2012, Gary also earned the designation of Chartered Retirement Planning Counselor (CRPC).  He also holds Series 7, 8 and 63 licenses.  Gary’s extensive experience allows him a distinct perspective to provide solutions to help meet current investment needs while also designing wealth accumulation and transfer strategies to help benefit future generations.

          Gary deeply values his client relationships, and he is passionate about listening to his clients’ needs.  He strives to understand what’s most important to each of his clients and develops solutions to help them achieve their goals.  Gary draws on past experience to help design personal pension plans for clients seeking lifetime income plans and formulating philanthropic strategies for clients who are charitably inclined.  
           
          Married for over 30 years, Gary and his wife, Tammy, have two grown children.  An avid sports fan, Gary most enjoys basketball, water and snow sports while also cheering for his beloved Chicago Cubs and Notre Dame Fighting Irish.  He enjoys spending as much time as he can with his grandchildren.  Gary is active in his church, and especially has a heart for the youth, having served in numerous youth leadership and mentoring roles.  He has served as president of the Fellowship of Christian Athletes, currently serves on the board for Dare To Be Different marriage ministry, and is also very involved with Lydia Home Association and Safe Families for Children.
          Securities Agent: TX, IA, WY, WI, WA, VA, TN, PA, OK, OH, NV, NJ, NE, ND, MT, MS, MO, MN, MI, MD, KS, IN, IL, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 510934

          About Me

          Brennan Hawley, CFP®, is a CERTIFIED FINANCIAL PLANNER™ with the Milestone Group. He has worked in the financial services industry since 2012. Prior to joining Morgan Stanley, he spent over three years working for the Federal Government. Brennan has a passion for helping others and strives to help individuals and families achieve their financial goals. His areas of concentration include portfolio design, tax-efficient investing, and comprehensive financial planning.

          Brennan earned his Bachelor of Business Administration degree in Finance from The University of Iowa. Upon graduation, he accepted a job with the Department of Defense where he filled multiple roles over several years. In an effort to build on his education, he returned to school where he earned an MBA with a concentration in Finance from The University of Iowa. He has been a financial advisor with Morgan Stanley since 2012.

          Having a desire to help clients with more complex financial planning cases, Brennan completed the rigorous academic requirements to obtain the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®). The CFP® designation recognizes a combination of substantial practical financial planning experience, the completion of a comprehensive and highly specialized educational program, and the demonstration of real-world applications of the core competencies.

          Married for over six years, Brennan and his wife, Jaclyn, reside in Bettendorf, Iowa. The couple has two daughters, Emery and Sadie. In his free time, Brennan enjoys running, reading, traveling, and spending time with his family. He is a member of St. John Vianney Church, the Young Professionals of the Quad Cities, and is a classroom volunteer and Board Member for Junior Achievement.
          Securities Agent: TX, IA, WY, WI, WA, VA, UT, TN, PA, OK, OH, NY, NV, NJ, NE, ND, MT, MS, MO, MN, MI, MD, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
          NMLS#: 1482061

          About Me

          Amanda is a Financial Advisor with The Milestone Group at Morgan Stanley. Amanda takes a deep dive approach to understanding clients’ financial objectives. Her focus is on fully understanding clients’ needs, so she can provide customized, comprehensive financial solutions.

          Amanda has passion for helping others, so she is thrilled to be working in an industry where she can leverage her financial knowledge to help clients achieve their wealth planning goals. 

          Amanda joined Morgan Stanley Wealth Management in 2016 and works in the downtown Des Moines office. Prior to joining Morgan Stanley, Amanda worked as a Financial Analyst for John Deere for 7 years. She held various corporate finance roles in Kansas City, Moline, IL, and Johnston, IA, working with debt, derivatives, and insurance. 

          Amanda received a Finance degree from Wartburg College in 2009. She also received an MBA in Finance and Economics from the University of Chicago: Booth School of Business in 2014. 

          Amanda moved to Ames, IA in 2014 when her husband, Justin, started working at Moorman Clothiers in downtown Ames. Justin and Amanda were married in 2009 and have a son, Jackson and a daughter, Allison. 

          Amanda currently serves on The Ames Foundation Board, Wartburg College’s Leadership National Advisory Board, the Young Professionals of Ames Board, and on the Stewardship Committee for Ames Ascension Lutheran Church.
          Securities Agent: IA, WY, WI, WA, VA, TX, TN, SD, PA, OK, OH, NV, NJ, NE, ND, NC, MT, MS, MO, MN, MI, MD, KS, IN, IL, ID, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
          NMLS#: 1622260

          About Me

          Megan Delcourt is a Registered Associate with The Milestone Group.
          A native to the Quad Cities, Megan graduated from Washington University in St. Louis, Missouri with a Bachelor of Science degree in Business Administration. After graduation, she worked in Chicago as an operations and financial analyst at the Chicago Sun Times, and moved back to the Quad Cities in 2010 to take the position of a commercial credit analyst with Quad City Bank & Trust. In that capacity, Megan evaluated the financial health of businesses, examining their balance sheets and cash flow statements in order to underwrite business loans. She discovered that she preferred more customer-related interactions, so she obtained her securities license and began working as a registered sales assistant.
          In 2011, Megan joined the investment firm of Robert W. Baird & Co. to gain more direct investment experience, and was recruited to the team of Agnew Henricksen Hewitt Allaman & Associates, now the The Milestone Group, at Morgan Stanley in February 2014. As part of the team, Megan assists clients with a myriad of transactional needs that arise on a daily basis. She has a broad understanding of the complex compliance rules that surround investments, and is able to help clients navigate the paperwork involved with their portfolios.  Megan enjoys connecting with clients. She extends to them the same kind of courtesies and level of personal care as if they were family.
          Outside of work, Megan continues her passion for volleyball that helped Washington University earn a national championship title during her freshman year. She plays in an adult league and has been the club coach for a traveling team over the past five years.

          About Me

          Carol has been a Registered Associate at Morgan Stanley for 12 years and has worked in the Financial Services industry for more than 30 years.  Prior to joining Morgan Stanley in 1996, Carol worked in the banking industry.  She joined Morgan Stanley as a wire operator and cashier then became the Assistant Operations Manager before becoming a Registered Associate with Martin Hawley.  Carol focuses on providing the highest level of service for each client of The Milestone Group.  She enjoys getting to know our clients and their families and building lasting relationships with them.

          Carol is a native of the Quad Cities she resides in Bettendorf, Iowa.  She has four grown children and three grandchildren.  Carol enjoys walking, running, participating in local races, traveling and spending time with her grandchildren.

          Investment and Market Perspectives

          On the Markets

          Retirement

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

          The Simple Six-Step Retirement Checkup

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

          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
          Investing in Artificial Intelligence and Automation

          Investing in Artificial Intelligence and Automation

          AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          From Clueless to Clued In: Teaching Teens About Money

          From Clueless to Clued In: Teaching Teens About Money

          As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

          Business Planning

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

          Facing Financial Stress? Your Employer May Be Able to Help

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

          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
          • Endowments
          • Foundations
          • Donor Advised Funds
          • Impact Investing
          Choosing an Environmental Charity

          Choosing an Environmental Charity

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

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          Ready to start a conversation? Contact The Milestone Group today.
          Market Information Delayed 20 Minutes
          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

          1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

          2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          3Morgan 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.

          4Morgan 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

          5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

          6Morgan Stanley 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.

          7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

          9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

          10Morgan 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.

          11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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

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

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

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

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

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


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