Senior Vice President
Steve is a Senior Vice President and has been a Financial Advisor since 1985. He advises individuals, families, and businesses with Wealth Management strategies and Wealth Planning.
Steve focuses on portfolio management, asset allocation, estate preservation, and tax minimization strategies. He holds a Bachelor of Science degree in Finance from the University of Wisconsin-Madison.
Steve was a board member of the Nakoma Golf Club from 2001 to 2006, serving as President in 2005. He has served on the Edgewood College Finance committee since 2005 as well as the Edgewood High School Athletic Association from 2004 to 2010. Steve served on the Piper Jaffray Foundation from 1996 to 1999 and has been a board member of Phi Delta Theta Housing Corporation since 1989. Steve has also been a Director of the Western Golf Association since 2007.
Jim is a Financial Advisor with the Hird Group. He offers comprehensive financial advice and solutions dedicated to building financial independence for clients.
Jim holds a Bachelor of Business Administration degree in Accounting and Operations Information Management from the University of Wisconsin-Madison. While a member of the Wisconsin Men’s Golf Team from 1996 to 2001 he was an Academic All-American and earned Academic All-Big Ten honors.
Jim is a former professional golfer. He was a member of the Canadian Professional Golf Tour and served two terms on the Canadian Professional Golf Tour’s Board of Directors.
Wealth Management Associate
Ben has been with The Hird Group at Morgan Stanley* since 2006. He advises individuals, families, and businesses through financial and retirement planning strategies. Ben focuses on helping small business owners grow, protect, and transition their wealth tax efficiently.
Ben focuses on investment and market research, portfolio analysis, and needs-based financial planning for both individuals and businesses. He holds a Bachelor of Science degree in Economics from the University of Wisconsin – Madison.
Ben has lived in the Madison area his entire life. He is a life long golfer and enjoys travel, tennis, and Wisconsin Badger sports with his wife.
Senior Registered Associate
Ann’s work experience in the financial services industry has spanned 24 years. Ann is registered and has her Series 7 and 63 licenses. She is responsible for the group’s day-to-day administrative and operational activities and focuses on maintaining a high client service level.
Ann has lived in the Madison area her entire life. She enjoys boating and attending High School & College sporting events.
Morgan Stanley* LLC, its affiliates and Morgan Stanley* Financial Advisors do not provide tax or legal advice.