The Plaza Group at Morgan Stanley

Sheila K. Davis, CFP^®
Senior Vice President
Financial Advisor
Financial Planning Specialist
Family Wealth Advisor
Portfolio Management Director

Sheila brings a wealth of experience to her role as a Certified Financial Planner^®, Family Wealth Advisor and founding partner of The Plaza Group. With more than 25 years of industry experience, she empowers clients to live a better life and aims to be their first call for anything financial. Her extensive background allows her to provide a broad array of services – from diversifying an investment portfolio to generating an income stream in retirement to optimizing the benefits of social security. She loves working with people and sharing information to help them reach a goal or solve a puzzle. For Sheila, being a Financial Advisor is not just her profession, it’s her life.

Growing up in the small town of DeSoto, KS, Sheila has always been a knowledge-based person. As a woman, she was told that people would take advantage of her if she didn’t know what she was doing. This advice has become an underlying principle of her life and her practice. From filing taxes to buying a home, Sheila invests the time to educate herself on the finer details of the discipline, so she can make informed decisions with confidence. She brings this diligence to her advisory practice, helping clients understand the intimate nuances of their finances so they can make better and smarter decisions.

A magna cum laude graduate of Emporia State University, Sheila earned her M.B.A. from the University of Kansas. These are just two of the many credentials Sheila has achieved throughout her life. As a Financial Advisor at Morgan Stanley, Sheila has completed various advanced programs, earning such designations as Financial Planning Specialist, Family Wealth Advisor, and Portfolio Management Director. She is also a Certified Financial Planner^® (CFP^®), the recognized standard of excellence for personal financial planning. These distinctions demonstrate Sheila’s unrelenting commitment to a world-class client experience. She draws upon her deep knowledge and insights to provide clients with tailored advice and customized strategies to help them achieve their goals.

Sheila believes balance is vital to a happy life. She and her husband, Randy, have been married 30 years and have two grown sons. With a passion for helping women, Sheila is the Chair of the Women’s Advisory Committee for the Kansas/Missouri complex at Morgan Stanley, where she first met her current business partner, Teri Salach. Outside of the office, Sheila enjoys a wide array of activities from scuba diving to wildlife photography to boating. She loves to travel to great places for great adventures and is working on taking 10 amazing trips over 10 years. Trips so far have been Australia, Belize, Africa, Alaska Chile, Thailand, and Spain. Next up is The Galapagos Islands in 2025.

Teri Salach is a Senior Vice President, Senior Portfolio Manager Director, and Financial Advisor. She has been with Morgan Stanley since 1998, providing wealth management for her clients. She holds the Certified Investment Management Analyst^® (CIMA^®) and Certified Wealth Strategist^® (CWS^®) designations. Teri has also been named a Top Women Wealth Advisor by Forbes in 2024.

Teri grew up an Iowa farm girl and has a strong work ethic. She followed in her father’s footsteps and became a Financial Advisor. She is proud of her family’s legacy.

Her broad based knowledge coupled with Morgan Stanley’s vast resources help her to produce comprehensive solutions including retirement, estate, investment, and insurance planning strategies.

Teri is very analytical. In addition to her professional designations, she holds degrees in Mathematics and Computer Science. Her analytical skills help her to successfully manage portfolios and create customized plans, as well as fostering a thorough appreciation of her clients’ unique objectives.

By putting clients first and sincerely caring about their well-being, Teri has built a successful practice. She takes pride in having developed relationships that have lasted for decades, including families whom her practice has served for multiple generations. She enjoys working with individuals, helping them feel confident with their wealth and investments.

She earned a BS in Mathematics and Computer Science from Central Michigan University and holds Certified Investment Management Analyst^® (CIMA^®) from the Wharton School of Business, Certified Wealth Strategist^® (CWS^®) from the Cannon Financial Institute, and Senior Portfolio Management Director designations.

Teri serves on the Executive Board of The Rehabilitation Institute Foundation, teaches classes at Church of the Resurrection, volunteers for Harvesters, and has worked as a Girls Scout Troop leader. She is married with two grown children, all living in Kansas City. Teri enjoys outdoor activities: golf, hiking, skiing, running and likes to play the piano and harp.

Most recently, Teri's consistent creativity and excellence in providing a wide range of investment products and wealth management services to her clients earned her Morgan Stanley’s prestigious Century Club recognition for 2024.

Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/23 - 9/30/24.

Jen brings a fresh face and perspective to The Plaza Group at Morgan Stanley. Her role as a Certified Financial Planner gives her the experience and knowledge to support clients in achieving their financial goals. Prior to working for Morgan Stanley, Jen worked for several years at Deloitte, a major public accounting firm, as a Senior Auditor. She earned her Certified Public Accounting (CPA) license after graduating with her master’s degree in Accounting from the University of Kansas (she is non-practicing at Morgan Stanley). She is also a Certified Financial Planner^® (CFP^®), the recognized standard of excellence for personal financial planning. These distinctions demonstrate Sheila’s unrelenting commitment to a world-class client experience. She draws upon her deep knowledge and insights to provide clients with tailored advice and customized strategies to help them achieve their goals.


Growing up in Overland Park, KS, Jen has always been an analytical person, having a strong attention to detail, and priding herself on her business acumen. She even uses these skills in her free time as you can often find her painting, doing all types of puzzles, and playing around in her excel workbooks.

While Jen’s accounting experience found her success and allowed her to use all her strengths, there was one core piece missing in her professional life: the rewarding aspect of helping others. Becoming a financial advisor filled that missing piece and provided her the holistic career path she was looking for.

Jen currently lives in Overland Park and got married to her husband, Matt, in July of 2022. Outside of the office, Jen enjoys music; she plays the piano, sings, and has intentions to learn the guitar. She also loves spending time outdoors, and you will often hear her talk about spending weekends at the lake, golfing, or in the mountains hiking and skiing. She is also an avid Kansas City Chiefs fan, for which she has season tickets.

Most recently, Jen was named to Morgan Stanley's 2024 Pacesetters Club. A program that recognizes successful advisors who demonstrate the highest professional standards and first-class client service.

David joined The Plaza Group in 2022 and is fully registered having passed the Series 7 and 66 as well as being licensed in insurance. Before working at Morgan Stanley, he worked in both corporate logistics and banking. While at Famers Bank of Kansas City he focused on lending and mortgages. David earned his B.S. in Finance and Management at Washburn University where he also competed on the Men’s Basketball team.

David brings his experience in the banking and lending industry to the team as both Morgan Stanley and The Plaza Group grow and continue to broaden the services offered to manage your wealth. He has worked with managing client's complex situations and creating solutions. This experience is valuable as each of our clients have unique lives and situations in which we strive to develop plans and recommendations.

David is a third generation Financial Advisor at Morgan Stanley, joining his mother, Teri Salach, on the team and retired grandfather, Gary Christensen. His sister, Jen Denning, is also on the team. David is proud to carry on the family legacy. Working as a family team gives us insight and empathy to working with the complexities of your family wealth.

Growing up in Overland Park, Kansas, David developed his competitive spirit and work ethic by participating in various activities and sports. He currently lives in De Soto, Kansas with his wife Shayla. David enjoys sports, playing the guitar and spending time with his friends. He loves to golf and competing in local basketball pro-am leagues. He is a fan of the Kansas City Chiefs, Royals and Michigan State Spartans

TM has been with Morgan Stanley for 11 years and brings extensive knowledge of the financial industry and experience servicing clients. As she says, “Service is my motto!” Prior to Morgan Stanley, she worked in the commercial banking and mortgage lending field for 30 years.

TM is a native of Ohio, although she calls Kansas her home for the last 26 years. She holds a Degree from the University of Mississippi and spends her spare time pursuing her passions of antiquing, politics, and teaching children’s church. She has been married to her husband, Mike, for 41 years, and together they share two adored children and their spouses, two grandchildren, and a sweet fur baby named Winniepoo.

Aaliyah has worked with Morgan Stanley for just under a year, after graduating from John Brown University with her Bachelors in Accounting and Management and her Masters in International Business. Aaliyah is a Certified Associate in Project Management (CAPM). Aaliyah is the Treasurer of a non-profit organization, The Women of Purpose, as well as Parade Coordinator for their annual Juneteenth event hosted at Prairiefire in Overland Park, KS.

Aaliyah is a Kansas City native, born and raised. Although she calls KC her home, she loves to travel and is always the first person to plan the entire trip. Her passion lies in experiencing new things and embracing other cultures; something about experiencing other cultures and recognizing the similarities and differences truly brings her joy. As a former athlete, Aaliyah loves to stay active whether that be - running, going to the gym, playing volleyball, or dancing – she is always on the move. Outside of that, Aaliyah spends a lot of time hanging out with her friends and family.