The Spartan Group at Morgan Stanley

Jason brings more than 30 years of financial experience to Morgan Stanley. Jason credits his success to his in-depth understanding and deep sense of responsibility to our clients. He treats his clients as if all are family. Building long term meaningful relationships is his mission. Jason's knowledge and experience forms the core of The Spartan Group and the strategies we bring to our clients. His motto is to always "Have a great day, and have a PLAN!". He creates a daily goal of helping all that he touches make the most educated decisions possible while eliminating emotion from the investment equation.

Jason is a New York native, where he graduated from Brooklyn College, Cum Laude, with a Bachelor’s degree in Accounting. He holds the AIF, accredited investment fiduciary designation. He also holds the IPD, insurance planning director designation.

A sports enthusiast, Jason coached youth sports, where he has served as a coach and coordinator for local baseball, football, softball and soccer programs through SBMSA, Spring Branch Memorial Sports Association. He and his wife MaryAnn have three children. Alyson, a University of Houston graduate, Jordan, a graduate of the University of Texas in the Business Honors Program and Jessica, a graduate of the University of Texas, McCombs business school. He is most proud of his growing family, Granddaughter Riley and Grandson Joseph. He is a supporting lifetime member of Texas Exes. Jason is a lifetime member of the Houston Livestock and Rodeo. He and his family are active members of Eclessia Church in Houston.

Tyler’s education at Texas A&M where he helped struggling students while getting his B.B.A. in Finance, as well as past experiences led him to find that his passion is helping people. This is the “why” that led him to Morgan Stanley, and also the “why” that drives his role in our planning process. As the team's CERTIFIED FINANCIAL PLANNER™ Tyler's primary focus is on financial planning side to coordinate the planning efforts of the team. When you go through our process, Tyler will take the time to really talk with you to assist in organizing and gathering the information needed to build a plan that is centered around your life and what is most important. Ultimately hoping to discover your goals and purpose, or your "why", to align with your money. His number one priority is putting you first and acting with the highest level of integrity, respect, excellence, and self-less service striving to ensure we lay out a plan for a long-term successful relationship.

Tyler is also passionate about providing education: from the most complex financial topics down to the basics of saving and investing. His motto is "Save EARLY, Save OFTEN, and Save SMART". We feel that in a world of information overload, education can help people to make the best financial decision. He often connects with next generation of upcoming successful professionals, many of which are the children or grandchildren of our clients, to provide education for the entire family.

Tyler and his wife Hannah have a 2 year old daughter, Hollyn, and recently welcomed their baby boy, Archer into the world. When not helping clients to live out their passions, Tyler enjoys the outdoors. He prefers to spend his free time in a tree stand, on the side of a mountain, or on the water somewhere pursuing his true love of hunting and fishing. He stays active lifting, playing tennis and golfing. They are members at Bayou City Fellowship in Spring Branch, and spend a lot of time with family, friends and their two dogs. They have a labradoodle named Hoyt, and rat terrier named Scout.

Cort joins the team as a graduate of The University of Mary Hardin-Baylor where he earned his B.B.A in Accounting. While earning his undergraduate degree, Cort had the opportunity to compete on the university’s Men's Golf team where he was awarded accolades such as All-American Scholar, Conference Champion, and Sportsmanship Athlete of the Year. After graduating, he spent the first 5 years of his career working in financial reporting. During that time, he attended The University of Houston at Clear Lake to earn his M.B.A. in Finance. Cort says that his love for numbers and relationships with people is why he is so passionate about his journey in wealth management with The Spartan Group at Morgan Stanley.

Cort is also passionate about providing education: from the most complex financial topics down to the basics of saving and investing. The Team feels that in a world of information overload, education can help people to make the best financial decision. He often connects with next generation of upcoming successful professionals, many of which are the children or grandchildren of our clients, to provide education for the entire family.

Outside of work he enjoys spending quality time with his family and close friends. Cort appreciates hobbies such as golf, pickleball, cooking, following sports, and loves watching a good movie. He is a member of Houston’s First Baptist Church where he loves to spend his Sunday mornings.

Christy joined The Spartan group early in 2018, and brings with her over 16 years of financial service experience with a focus on serving affluent clients and their families. She is often called our "administrative guru" helping to implement the actions determined by your plan from an operational side. She takes pride in getting to know each client along the way to cater to your unique situation. Her knowledge allows her to help provide our new and existing clients with the highest level of personalized service. Christy is not only the first smiling face you will likely see for appointments and reviews, but she also enjoys helping with money movement, account processing, monitoring distributions or contributions, and assisting with your day-to-day needs. For new clients, from the moment you decide to consolidate your accounts and place your trust with our team, Christy helps to have a smooth transition. Christy loves to travel the world with her Husband John when not working and is happy to share her opinion before your next trip.