The Volrath Castle Group at Morgan Stanley

As a Financial Advisor since 1999, Sheila enjoys helping individuals and families define and reach for their investment goals. Sheila strives to develop effective personal and professional relationships with her clients, intent upon educating and assisting with financial plan development according to their goals and objectives.

A lifelong resident of Iowa, Sheila grew up on her family’s farm in Eldridge. She earned her Bachelor of Business Administration degree from the University of Iowa, and her M.B.A. from St. Ambrose University. Sheila resides in DeWitt with her husband Jay and her miniature schnauzer, Indy. She has two grown children, Drew, who is a Financial Advisor with the Volrath Group and Karlee who is pursuing a degree at Iowa State University. Sheila is passionate about giving back to her community, something she learned from her former partner and mentor, Jim Victor. She is active in the Rotary Club of North Scott and the Free Enterprise Foundation/Junior Achievement of the Heartland. Sheila loves to travel, tour the country in her motorhome and spend time with family and friends.

Aaron, a native of Muscatine Iowa, earned his Bachelor of Arts degree in Business Administration from Augustana College in Rock Island, Illinois. He started his career at Guggenheim Investments (formerly Claymore Securities) where he spent four years before pursuing his MBA from the University of Iowa’s Tippie School of Management. With an MBA in finance, Aaron relocated to Chicago to join First Trust Portfolios consulting with financial advisors and portfolio managers throughout the country before making the move to Morgan Stanley in 2014.

Aaron has received numerous honors and recognitions for his work in the financial industry. Most recently, Forbes Magazine named Aaron as one of the top Best-In-State Wealth Advisors 2023 and one of the top Best-In-State Next-Gen Wealth Advisors 2022 for the state of Iowa. His impact and involvement with-in the Quad Cities also earned Aaron recognition from the Quad Cities Regional Business Journal as one of the Forty Under 40 honorees in 2022. In addition to the individual honors, The Volrath Castle Group at Morgan Stanley was recognized as a Forbes Best-in-State Wealth Management Team in 2023.

Aaron enjoys much of his free time golfing, watching and playing sports, and traveling with his family. Among many other causes they support, Aaron and his wife Chloe created the Aaron and Chloe Castle fund through the University of Iowa Center for Advancement to support the University of Iowa Stead Family Children’s Hospital. Aaron, Chloe, and their two boys reside in Bettendorf, Iowa.

​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22.

​Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.

Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.

Drew, a near lifelong DeWitt, Iowa resident, joined Morgan Stanley in 2017. After a successful stint working a financial planning position at the firm, Drew partnered with a team, that is now The Volrath Castle Group at Morgan Stanley. He works with individuals, families, and business owners to develop personalized financial plans and wealth management strategies designed to help clients clarify priorities and stay aligned with their goals. Drew’s approach emphasizes comprehensive planning, disciplined guidance, and a high level of service—supported by proactive communication and regular reviews.

Outside the office, Drew’s interests reflect the same commitment, consistency, and teamwork he brings to clients. A former college football player at St. Ambrose University, he continues to value discipline and performance through coaching and competing in CrossFit. Outside of spending time with his family, Drew also enjoys hunting, golfing, and fishing. Drew, Jordan and their two kids live in DeWitt, Iowa.

Kelley, a South Carolina native, graduated from Augusta University with a Bachelor’s Degree in Communications. She entered into the financial industry in 2012 and joined Morgan Stanley in 2017. She manages responsibilities related to financial planning, client communication, and team marketing.

Kelley wants her clients to have peace of mind in regards to their personal financial direction. By helping clients understand their current financial situation and providing guidance in articulating their financial goals, Kelley creates a financial plan that acts as a roadmap to help navigate the various goals and potential roadblocks her client may have.

Kelley’s goal-focused approach spans beyond the scope of her professional life. Her favorite pastime is crossing things off her ever-growing bucket list. A few accomplishments include running the New York City Marathon and traveling around the world by herself. Kelley resides in Bettendorf with her boyfriend and French bulldog, Betty.

Greg has been solving client questions for over 10 years but just recently joined Morgan Stanley. Prior to working in the financial industry, he owned a restaurant for 14 years, which was a proven training ground in providing excellent client service. His business experience taught him to keep cool when he has 42 emails and 28 phone messages, all marked URGENT, before noon.

As a Client Service Associate, execution is his game. If it’s not specific investment advice you’re looking for, contact Greg directly! If he doesn’t know the answer immediately, he will chase it down and report back to you quickly. His main goal is to keep things as hassle-free for our clients as possible.

Greg loves helping clients improve their lives with Morgan Stanley’s knowledge, experience and commitment to service. As for his love on another level, that’s saved for his wife, Tonia, and son, Mitchell.

Allie Girardin graduated from the College of Charleston in Charleston, SC. where she obtained her Bachelors of Accountancy. Prior to Morgan Stanley in 2021, she worked as an accountant, specializing in the preparation and producing of financial statements for local businesses. Her favorite part of the role was analyzing financial documents and discussing the status of businesses with their owners. One of her strengths as an accountant was building strong relationships with clients. She is excited to utilize the skills and tools that she has cultivated as an accountant and apply them to her new role at Morgan Stanley as a Client Service Associate.
Kelley Girardin, one of the financial advisors for the team, is Allie’s older sister. They moved to the Quad Cities together in 2019. Allie is a Southern belle, living in the Midwest, cheering on her favorite New England teams. When she is not cheering on the Pats, she is baking pastries (she is currently on a Pavlova and Macaroon kick). Allie resides in Bettendorf with her French Bulldog, Tallulah.