Morgan Stanley

About

Goals Based Financial Planning that works for you.

Story

Over the years, we have developed a comprehensive, goals-based planning process that takes a holistic view of your current and future priorities – both financial and non-financial. This allows us to customize the solutions we offer you to help you integrate all of your priorities.

Two members of our team are designated Financial Planning Specialists and one has earned the prestigious title of CERTIFIED FINANCIAL PLANNER™ (CFP®). As such, we are able to apply an advanced knowledge of investments and risk management concerns on behalf of your retirement goals and objectives. And, we pride ourselves on being able to work seamlessly with your accountant, attorney and other advisors on estate planning strategies and tax issues during times of change and transition.

Our team-based approach ensures there is always someone available who understands your needs and is ready to help. It’s the key to the strong and long-lasting relationships we establish with our clients, often continuing through multiple generations.

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For more information on the designation(s) listed, please go to https://www.morganstanleyfa.com/TheRedRiverGroup

Kevin J. Dekrey, CFP®, Financial Advisor, Financial Planning Specialist, NMLS#: 1479434

Peter C. Hovey, Financial Advisor, Financial Planning Specialist, NMLS#: 1321545

Debi Hagen, Senior Client Service Associate

Jane Sederquist, Registered Associate