Chief Executive Officer, Partner
(818) 591-6217
24
B.S. in Biology, Stanford University
M.B.A., Anderson School of Management, UCLA
CFA®, MBA
For me, a “wealthy life” comes down to spending time with the ones I love and appreciating the little moments. I love nothing more than spending time with my wife and three kids, whether it’s a beach vacation, making dinner together, or just watching a movie with them on a Saturday night. It also means being intellectually engaged and being afforded opportunities to learn something new on a regular basis.
I feel so lucky to be at a place in my career where the work that I do is engaging on so many levels. First of all, the responsibility we have to protect our clients’ nest eggs while helping them accomplish their lifelong goals is humbling and inspires me to always push myself toward the “pursuit of being better.” Secondly, our industry affords endless opportunities to learn something new, as investments and financial planning opportunities are always changing. Finally, I love the camaraderie and collaboration with my teammates. The energy in our hallways is fun and invigorating!
I actually have two fun facts: My wife and I foster kittens—the max number we had at one time was over 20! And I can say the alphabet backwards more easily than forwards.
Chief Investment Officer, Partner
(818) 591 6211
18
B.A. in English, summa cum laude, UCLA
CFA®, CFP®
Wealth for me is measured in enjoyment. I am happiest when I’m spending time with my family and friends, whether that’s tickle-tackling my two little kids, fencing epee with my husband, or laughing over good food (preferably sushi) and wine with friends. I also enjoy quiet time to read a book (probably a Jane Austen novel) or learn about something new.
I love that we have created an environment that encourages constant learning and engagement. We approach everything, whether that’s investments, financial planning, or team dynamics, with an open mind and a drive to be better. This allows us to truly serve our clients’ best interest, even if doing so veers from more traditional paths taken by others in our industry. Our approach not only satisfies my own personal curiosity, but has also attracted a group of individuals with similar energy and passion with whom I am excited and grateful to work.
I met my husband on the fencing team when I was a freshman at UCLA. Over the years, I was his assistant coach and we now have our own fencing club: Ace Fencing Academy in Agoura Hills.
Chief Operating Officer, Chief Marketing Officer, Partner
(818) 591 6206
10
B.A. in Business Economics, UCSB
B.A. in Religious Studies, UCSB
CFP®, Series 65
For many people, wealth can be intimidating. It is difficult to make decisions about how to save, spend, and set goals. But what I have learned over my years in financial services is that it doesn’t have to be. Wealth is more than a number and my perspective on wealth has to be combined with values and a mindset shift to truly achieve my goals. I value time with family and friends, usually over a farm-to-table meal with craft cocktails or an outdoor adventure. This is what a “wealthy life” looks like for me—more time with the people I love.
I love to create environments where people can thrive—whether that results in our clients getting the most life out of their wealth or the team getting the most life out of their careers. We have a unique opportunity to make a big impact in the lives we serve and having that “sacred duty” inspires me.
My husband and I met on the playground in South Lake Tahoe at five years old. He is kind, thoughtful, creative, and talented, and I feel lucky that we have gotten to enjoy so much life together.
Chief Compliance Officer, Partner
(818) 591 6214
8
B.S. in Business Administration, Touro University International
J.D., Southwestern Law School
To me, wealth is the ability to do the things that give our lives meaning, such as spending time with family or involvement in our community. So many people get caught up on the “hedonic treadmill” in their pursuit of wealth and ultimately find that their goal isn’t achieved by seeing a certain balance reflected on their portfolio statement. Focusing on meaningful experiences can make us truly wealthy, regardless of our net worth.
As a risk management professional, I take pride in building a resilient firm that can support our clients and their future generations. By working “behind the scenes” to maintain a strong and compliant firm infrastructure, I’m able to ensure that our advisors can provide the highest possible level of service to our clients.
I’m the oldest of twelve siblings. Things weren’t quiet growing up with nine brothers and two sisters, but I could always count on having enough players for a full-court basketball game at any time!
Director of Human Capital, Partner
(818) 206 2917
6
B.A. in philosophy, UCSB
To me, wealth is the ability to fully enjoy the parts of my life that are most meaningful to me—family, friends, community, and place of work. It’s spending time with loved ones, trips to the beach, and coaching my son’s baseball team.
What inspires me the most about the work I do is having the opportunity to help our team members fulfill their career/life goals and, in some cases, bring further clarity on what those goals are. Whether it be through working with them on further development of technical skills, discussions on how to deal with challenging conversations, or even the recruitment of new team members to add to the Morton family, seeing our people grow personally and professionally is what fills my cup.
In 2010, I traveled to Costa Rica to tour five different coffee farms and had an opportunity to pick cherries along with the farmers. Before MC, I worked for Peet’s Coffee and Tea for 15 years, so my love of coffee runs deep!
Director of Finance and HR, Partner
(818) 206 2930
22
B.A. in history, Texas A&M University
Wealth is having the ability and flexibility to accomplish any specific goals I might have across all facets of life. In some cases, it might mean having the money to travel abroad but I’ve found that, in most cases, money has very little to do with it. Wealth is mostly associated with family, friends, and a career that allows you the space to spend time doing the things you want in life with the people you care for the most. Time may be the most important piece of wealth because if you don’t have it or cannot create more time for the truly important things in life, I just don’t see how you can truly live a life full of wealth.
I think being surrounded by incredibly smart and gifted colleagues not only makes everyone else better at what they do, but also generally leads to strong relationships at work, where people genuinely care about people they may work with for many years. Being submerged in that environment makes me want to keep up with everyone else and not be a person who holds anyone back.
During my Peace Corps service in eastern Ukraine, I learned to speak Russian. It’s debatable how solid my language skills are but I could find my way home if dropped off in a random Ukrainian village. I thought about using those skills upon returning to the U.S. but quickly realized that there were some business conversations/concepts I could not describe in Russian. For example, there is no way I could describe SPACs in Russian, but, in my defense, I may not be able to in English either!
Wealth Advisor
(818) 591 6204
42
CFP®, CMFC
Wealth allows me to travel and enjoy my life. It also allows me to support the causes and charities I believe in.
All the smart people I have met while being at Morton and their expertise in various financial areas.
I fly people in need through the Angel Flight charitable organization.
Client Operations Administrator
1
B.A. in integrated marketing communication, minor in art history, magna cum laude, Pepperdine University
Wealth is knowledge, security, and opportunity to live life to the fullest. No matter the number in one’s account, fulfillment is derived from life experiences and surrounding ourselves with those who matter the most to us. When I reflect upon wealth in my life, my family and supportive community around me are the epitome of wealth. Their steadfast encouragement to pursue life’s challenges and opportunities provides me with an unwavering sense of security and fulfillment.
Helping maintain an organization where employee and client needs are met daily so that every individual enjoys their time at Morton is what fulfills me. Knowing my work is integral to fostering a welcoming and family-like environment makes me proud to work at Morton
I was recruited to play Division 1 golf and have been playing for almost 15 years now. Throughout my career, I’ve played over 100 different golf courses.
Financial Planning Advisor
4
B.A. in Psychology, magna cum laude, CSU Channel Islands
CFP®
The things that make me feel truly wealthy are enjoying time with my family and friends, finding passion in my work, helping others, travelling, learning and challenging myself to grow, enjoying nature, and spoiling my dog, Zoey. The true measure of wealth for me are the relationships, experiences, and memories that bring joy to our lives.
One of my favorite quotes is: “Only by giving are you able to receive more than you already have,” by Jim Rohn. I love that I get to spend my time helping families achieve their goals and find financial peace of mind so that they can focus on enjoying life. Being part of the team at Morton continues to give me so much each day and inspires me to continue pursuing both my personal and professional growth. I feel honored to get to collaborate with coworkers who motivate and empower each other as well as our clients.
I love both travelling and astronomy. One of my favorite memories will always be the road trip I planned for my dad and me to go camping in Oregon to see the 2017 total solar eclipse. About experiencing a total solar eclipse, astronomer Samuel Langley said, “The spectacle is one of which, though the man of science may prosaically state the facts, perhaps only the poet could render the impression.” While the lead up to totality happens over the course of hours, and though totality only lasts minutes, it is a vivid and beautiful experience that stays with you forever.
Office Manager
(818) 222 4727
15
True wealth begins with an understanding of what you value most. Personally, it is those impromptu salsa dance moments in the kitchen with one of my three children, sitting down to a meal I have whipped up for my ever-growing family and sharing stories, or, if I am lucky, a slow dance with my husband of many years, Kevin. Finding joy in these little moments and making my friends laugh with good banter makes my life feel blessed.
I am the smile that greets you at the door. I joined Morton in 2010, and as many things have changed over the years, I have really come to take pride in the company’s culture and its ability to adapt to changes as our team grows. In my capacity as Office Manager and unofficial Den Mother, I am responsible for operational and administrative duties that serve our clients and nurture our employees.
I had fun as a teen being a hair show model for Paul Mitchell, trying out all the newest hair trends.
Financial Planning Advisor
(818) 206 2929
4
B.A. in communications with an emphasis in business, CSU Channel Islands
M.A. in American Studies, Pepperdine University
Series 65, CFP®
Taking advantage of the opportunity to create lifelong memories through experiences with family and friends on a regular basis. The experiences that have created wonderful memories for me are traveling around the world with friends, passing on family traditions to my children and creating new ones, and having meaningful relationships that support, encourage, and challenge me.
The stories. The story behind how a couple first met, what inspired someone to start their own business, how they deal with challenges, or what their hobbies are. Our clients have amazing stories to share. When they open up, it provides a glimpse into what they value and how hard they have worked to create the life they want. That life they live creates memories that turn into stories. I get to be a small part in helping them get the most life out of their wealth.
As a kid, I would wake up in the middle of the night to build LEGOS because I had a dream that inspired something I wanted to build.
Wealth Advisor
818-206-2915
3
B.S. in business administration, University of Southern California
CFP®
Wealth is not measured by how much you have, but by how little you lack. If you can enjoy what you do for work, enjoy how you contribute to your community, enjoy time with your friends and family, and do all of that without fearing what the future may hold, you are wealthy.
Nothing gives me more joy than helping someone make the right financial decisions. I really mean that. And at Morton, I am able to give my clients the time and attention necessary to make truly personalized recommendations based on their unique stories.
My wife and I met as actors on a TV show, and they wrote a storyline in which we had a crush on each other. We fell in love immediately (we call this a “Showmance”) and were married 18 months later.
Client Operations Administrator
(818) 222-6047
<1
B.A. in history with a concentration in military history, Virginia Military Institute
MDiv with a concentration in chaplain ministry, Regent University’s School of Divinity
For me, wealth is the vehicle of fulfillment, not fulfillment itself. It isn’t the mere accumulation of money or financial assets. Instead, it’s the harvesting of elements, be they relationships, objects, experiences, or ideas, that bring us a personal satisfaction that transcends the material.
For me, it’s working with a common, shared purpose of helping others accomplish their goals. I have a love and a passion for learning, teaching and developing others. At Morton, I have the opportunity to not only grow myself through the work I do but also help develop others to either educate them about the opportunities at their fingertips or craft plans that help them achieve their desires and live out their own passions.
I was an equestrian athlete in college and rode horses competitively. My horse’s name was Dazzle, and he was my horse because I was the one he hated the least on my team. I miss that sarcastic horse.
Wealth Planner
(818) 591 6200
16
B.A. in Political Science, Loyola Marymount University
J.D., Southwestern Law School
CFP®
Wealth is when success is intentional. When you take ownership of your actions—personally, professionally—and those actions align with your values, wealth follows.
Legacy planning is a deeply personal process. In my role at Morton, I am able to engage in estate planning discussions, navigate family relationships, and help our clients create a legacy that reflects their values and accomplishes their planning goals. Watching everything come together, especially for clients who are apprehensive about estate planning, is very rewarding.
I shot 100% from the free-throw line my sophomore year of high school basketball.
Financial Planning Manager
(818) 206 2937
12
B.A. in English, magna cum laude, UCLA
CFP®
Friends, family, and my dog, Henrietta, are the foundation of what true wealth means to me. On top of that foundation, the ability to explore the world and experience different cultures is essential, not only to feed my natural curiosity but also so that I can grow and evolve as a person.
I think financial planning is incredibly fascinating, and it’s such a powerful service we offer at Morton. Being part of a service that empowers clients to make financial decisions with confidence and clarity is extremely rewarding. As lead for the Financial Planning Team (and its inaugural team member back in 2016), I love seeing team members get excited about financial planning, dedicating their time and energy to growing their knowledge. Supporting and encouraging them through that process—and seeing their forward progress because of their hard work—makes me proud and inspires me every day. With my background in book publishing, I love getting to work with our amazing marketing team to craft financial planning content that will get our clients excited about the financial planning process too. I also get to put my copyediting skills to work on our newsletters, marketing material, and client communications.
Growing up on the East Coast, I played field hockey in middle school. I played the fullback position and had a pretty powerful drive! Sadly, field hockey wasn’t as popular on the West Coast when I moved here for high school, but I still have my field hockey stick to this day.
Wealth Advisor, Partner
(818) 206 2922
45
B.A., Wesleyan University
Wealth is a home in which to raise my children, a large open kitchen in which to teach them how to cook and to share holiday traditions—and then, outside the home, a cache of airplane tickets to show my kids the world. I also particularly enjoy cooking, coffee, baguettes from Gjusta, and London’s Financial Times Weekend (and all the rabbit holes the FT’s articles and book reviews lead me to).
Having managed portfolios over the course of four wild decades, I serve as the company’s (unofficial) Chief Market-Memory Officer, a useful position for the Morton Wealth internal mentoring program, and also useful for not panicking during market volatility. Just as markets keep moving, so does the information flow; keeping abreast of it all makes the work both fun and challenging.
I have two daughters of varying ages and have been in continuous child-rearing mode since the Reagan Administration.
Wealth Advisor, Partner
(818) 206 2954
14
B.A. in Economics, San Diego State University
When I was a kid, for the longest time my perception of wealth was money, real estate, cars, and material things. What I have come to realize as I have grown up, had success in my career, and accumulated a number of those things, is that none of this really brings you long-term happiness or the feeling of being wealthy. Time, relationships, and experiences have become the true meaning of wealth for me. I enjoy my family, friends, and experiences much more than a number in an account or a material possession that exists. I want to spend my time golfing, BBQing, going to the beach, drinking good wine, and experiencing different cultures around the world with my family. The people who I have come to learn from and work with who explore their passions and have meaningful relationships with family and friends are much happier than the ones who focus more on money.
Making an impact on my clients’ and colleagues’ lives. I love helping people learn, progress, and achieve their potential, which can be anything from helping clients execute on their “wish list” without fear to helping my coworkers have success, learn, and grow. Being a coach and a mentor to our clients and my colleagues is more fulfilling than individual accomplishments. I am inspired to help people achieve their goals.
I can do a really good Dr. Evil impression.
Director of Marketing
(818) 209-2953
10
B.S. in Business, CSU Channel Islands
Professional designation in Merchandising and Marketing, Fashion Institute of Design and Merchandising
To me, the true meaning of wealth is being able to enjoy every experience life has to offer. It can be found celebrating those unpredictable moments, such as tackling a house project for the first time, falling off a paddleboard but getting right back on, or going on an afternoon walk and later witnessing the most incredible sky while the sun is setting. Wealth is in the love I share with my husband, my family, and my friends, and in the kindness I spread to others.
I’m inspired by the client stories I get to hear from our advisory teams and the impact we have on their lives through the services we provide. Growing up, financial education was a topic that was rarely discussed. I’m grateful to be part of a team of individuals who are passionate about educating the people they serve, leaving them more knowledgeable and empowered by the financial decisions they’re making.
My great-grandmother opened the first pizzeria in Marseille, France, in 1939, and it’s still run by my family to this day. This might explain why I could eat a fresh pizza or plate of pasta any day of the week.
Financial Planning Education Specialist
(818) 591 6209
4
B.A. in English, CSUN
M.A. in Education, National University
CFP® in progress
In the words of writer and philosopher Henry David Thoreau, “Wealth is the ability to fully experience life.” For me, that means time with my family—both the everyday moments and those spent on our travels. To be able to experience the world through the eyes of my young daughters—with awe, wonderment, and pure joy—is what brings my life the most fulfillment.
As a former junior-high educator, I am inspired by the fact that my work at Morton allows me to always be learning and growing, both personally and professionally. The realm of finance is always changing and being able to continue to evolve and adapt to better serve my team and our clients inspires me every day.
I have a stringed instrument collection of three guitars, four ukuleles, and one banjo.
Portfolio Management Analyst
(818) 206-2923
24
B.A. in business economics, minor in classical civilization, UCLA
M.S.B.A. in finance, San Diego State University
Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Certificate in Investment Performance Measurement (CIPM®)
Everyone has their own unique perspective on the meaning of wealth. To me, wealth is the ability and freedom to support the well-being of your loved ones along with future generations.
I am motivated to work at Morton because I recognize the tremendous potential for knowledge and growth that it presents. The reputation of the company and the expertise of my colleagues have inspired me to pursue a career here, knowing the new challenges and experience I can gain.
When I was in college, I was offered a tryout to become a luchador (Mexican wrestler) while waiting for my bus to go back home. Needless to say, I believe I made the right choice by staying in school.
Wealth Advisor, Partner
(818) 591-6205
25
B.A. in journalism, USC
J.D., Loyola Law School
Wealth is such a personal thing and so different for so many people. The first non-monetary type of wealth I always think about is the amount of love that I have in the bank: from my wife and partner of 41 years, from my children, and now from my grandchildren. That’s wealth that money can’t buy. Wealth is also “time.” There’s an old saying: “You can’t buy time.” But spending monetary wealth, the product of my hard work, allows me to view it not as a value lost, but a value transferred.
I am inspired by my ability to use the vast resources and diverse teams at Morton to help our clients get more life out of their wealth. Having the Morton teams as a foundation, I have the ability to share my financial and life experiences with clients and help them make informed financial decisions.
I am a private pilot who loves to fly to different airports for lunch, meet with friends, or vacation up and down the West Coast. When people ask me why I love to fly, I answer: “Just like the investments from Morton Wealth, it’s a whole different perspective from up there.”
Marketing Coordinator
818-206-2921
1
B.A. in integrated marketing communication, minor in multimedia design, Pepperdine University
Wealth means living a holistically rich life where I can freely invest my time and energy in activities, places, and relationships that give me joy. It means uplifting those who may be less fortunate, spending time with loved ones, traveling the world, and making memories I’ll fondly tell my grandchildren about.
The people who make up this organization are kind, understanding, and supportive. I’ve learned that work isn’t about what you’re doing as much as it's about who you're with. I love helping an organization reach their potential by developing creative marketing tactics and functional design with a talented and good-natured team.
I love creating content, whether it’s through writing or making videos! I like creating videos of myself singing/playing instruments, my college experience, and life in general.
Portfolio Management Analyst
9
B.S. in finance, Humboldt State University
CFA®, CFP®
Wealth means the ability to have choices. Choices are valuable because they allow you to weigh the opportunity costs of alternatives. Wealth affords me the ability to appropriately price each option and determine the value of each opportunity.
I am inspired to work at Morton because of the strong emphasis on true diversification embedded in our investment philosophy. Morton is willing to ask the hard questions and perform the due diligence to optimize each portfolio for every client.
I grew up in New Mexico and love green chili on everything.
Financial Planning Associate
2
B.S. in business administration, CSU Channel Islands
Wealth is the ability to live your life to the fullest without concern that finances are going to hold you back. That means something different for everyone, but the result is always the same.
Being able to help people work towards their financial goals is something you can’t put a price on. It allows me to have an impact on so many families and generations. This, coupled with my desire to never stop learning about financial strategies that drive long-term success, makes this the perfect job for me.
I am a die-hard Yankee fan.
Content Marketing Specialist
2
B.A. in marketing communication, California Lutheran University
To me, wealth means stability, security, and the freedom to prioritize the things that mean the most to me: spending time with my boyfriend and our dog, traveling to visit our families, saving for our first house, and reading my books.
I knew I wanted to work for Morton from my very first interview. I was inspired by the company culture and the willingness to invest in their employees. I love the inclusion and the passion that everyone on our team brings to work every day.
A fun fact that people may not know about me is my passion for reading. I am a speed reader and read approximately 3-4 books a week, which I then review on my book blog. Reading is more than just a hobby for me—I love learning about the world and being inspired by new ideas through books.
Wealth Advisor
(818) 591 6202
55
B.S. in Business Administration
ChFC®, ChFC®, CLU®, AIF®
Wealth to me means FREEDOM: the freedom to “upgrade.” It means being able to help your children buy a home or put in a swimming pool. It means being able to go to Africa and not have to fly coach; to have experiences like having lunch in the Eiffel Tower, like seeing the Parthenon from your hotel room in Athens, or enjoying a seven-day cruise after watching the finals of the French Open.
My inspiration—I know it sounds trite, but it is true—is getting the feedback from clients that you have made a significant difference in their lives. To be relied on, to be counted on to provide counsel and advice that is truly appreciated. To KNOW that you made a difference.
I’m going to have to give you two fun facts because I simply can’t choose between the two. When I was about 23, I was instrumental in bringing a lawsuit against the Department of Defense in federal court as a result of a breach of contract that occurred while I was enlisted in the U.S. Marine Corps. The government won the case. The second fun fact is that at age 72, I learned that I had a 49-year-old daughter whom I never knew about. Not only did I learn that I had this “new” daughter, but I also had six “new” grandsons and 5 (now 7) great-grandchildren!
Client Coordinator
(818) 206-2940
3
B.S. in Business Administration, Pepperdine University
I believe wealth means having the resources to care for what you love, whether you are able to financially provide for your family, save for a child’s future, volunteer at an organization, or protect yourself from unexpected crises. I do not believe riches are limited to money and assets. Wealth can also be defined by time, knowledge, status, health, and much more. I believe wealth is a powerful tool that can impact lives and when we approach it with humility and selflessness, we can change the world for the better.
My work at Morton motivates me to encourage others to become educated about personal finance so they can live more purposeful lives. As someone who came to Morton without any prior experience in the finance industry, I have improved my financial literacy because Morton has made learning and education a priority for all of their employees and clients. Now, I can better care for myself and loved ones financially while empowering other individuals to do the same. Morton inspires me to help myself and others protect and extend wealth for generations.
I love to travel. In my lifetime, I have traveled to four of the seven continents (North America, Europe, Asia, and Africa). I lived in Germany for a year while studying abroad at Pepperdine University and after college, I lived in China for a year teaching English at a Chinese university. I’ve also traveled to over 25 states in the U.S. and over 20 countries in the world.
Private Investments Operations Administrator
2
B.S. in business administration & marketing
Wealth, to me, transcends mere financial abundance. True wealth encompasses the richness of family bonds, long life, good health, knowledge, and personal growth. It means having the resources to lead a fulfilling life, pursuing one’s passions, maintaining positive overall well-being, and contributing positively to the world. True wealth involves the security and freedom to make choices aligned with one’s values, spreading love to family members, and passing down a legacy of love.
I find immense inspiration in my work at Morton. Being part of this company is a source of joy and motivation for me. The positive atmosphere, abundant learning opportunities, and the authenticity of our team make every day fulfilling. Working alongside dedicated and genuine individuals, supported by leaders who exemplify goodness, creates a truly uplifting environment. Morton not only values its clients but also genuinely cares for its employees. I feel fortunate and genuinely happy to contribute to a team that embodies these principles and makes a positive impact on its community.
I was born and raised just miles from Calabasas and still call it home because, well, family is everything to me. I married my husband exactly one year after our first date. Now, I’m wholeheartedly dedicated to my two amazing children and forever grateful for my entire family, with whom I spend all my free time.
Wealth Advisor
(818) 577-1015
17
MBA, CDFA®
Over the years, my definition of wealth has expanded to include the qualitative. I believe wealth should be measured with whatever it is you value most. For me, it’s time: the time I’m able to spend making memories with my family, and the time I’m able to devote to the activities I enjoy. Ultimately, my goal is to attain a work-optional lifestyle, leave an inheritance to my children’s children, and hopefully gift a charitable legacy that extends beyond my lifetime.
Bridging family communication. 70% of families lose their wealth in the second generation, and 90% by the third! As a parent who has worked tirelessly to instill financial values in my (now adult) children, I find this statistic unacceptable! Legacy planning, financial education, and family communication around these issues are crucial components to solving this problem. I have proudly devoted my career to educating and empowering investors to grow, preserve, and enjoy their wealth for generations to come.
I love running! My personal goal is to run a marathon on each continent, and a half-marathon in every state! I have a long way to go but am determined to run for as long as my body will allow!
Project Manager
(818) 206 2959
12
Esthetician license
To me, wealth is about being able to do what I enjoy for a living and without worrying about having enough money. I feel truly wealthy when I am spending time with my family. Wealth means more to me than only being financially stable—it is happiness, health, and enjoying life.
I am inspired to do my job at Morton because I enjoy working with my coworkers. The culture and environment the company provides to us is truly astonishing and makes me excited to come to work every day.
I enjoy going on road trips and camping in our trailer. My husband, two boys, and I have traveled to Canada, Montana, and Oregon. I love to go up to our lake house in Paso Robles and wakeboard behind our boat.
Wealth Advisor, Partner
(818) 591 6219
24
B.A. degrees in Business/Economics and International Relations, magna cum laude, Randoph-Macon College
CFA®, CFP®, CEPA®, Applied Behavioral Finance certification
It means experiencing life to the fullest extent possible—unique experiences, positive impact in the community, deep and meaningful relationships, and being open to what life has to teach us.
Being part of and helping to build a company that puts people first above all else—both in respect to our teammates and our clients. Morton has always thought outside of the box when it comes to investments but expanding this philosophy to how we manage the company, hire staff, and interact with our clients inspires and challenges me to be open to formulating new ideas and embracing growth and change.
I completed SEALFIT KOKORO Camp 37 in June 2015, a three-day experience over the course of 50+ hours designed by Navy SEALs modeled on “hell week.” We started with 35 people and 17 of us finished. We endured many of the same challenges that Navy SEALs face during hell week, including many hours of pushups, long runs, no sleep, and “water therapy” in the ocean at 2:00 in the morning. I trained six days a week for five months, mostly by myself, to get prepared for that weekend.
Wealth Advisor
20
B.A. in English, Manchester Metropolitan University, MSc Information Systems, The University of Sheffield
CFP®, FCSI®, CWM®
Wealth, for me, is not about a monetary value or number; it is about finding the joy in life and really appreciating it. It is spending quality time at home with my young family, catching up with friends, and travelling around the world with an open mind to discover new cultures and experiences. A great quote by Emily Dickinson really captures this for me: “Find ecstasy in life; the mere sense of living is joy enough.”
The collaboration and shared sense of ownership is unlike anything I have ever experienced during my career. The team at Morton is authentic and emotionally intelligent, and has a genuine respect and care for each other that is hugely inspirational. We love the work we do together, and that positive energy created in the work at Morton Wealth shines through into the client experience.
I am an impressionist, not the 19th century French artist variety, but one who can master many different accents. I can also count to ten in several different languages from Swedish to Cantonese.
Data & Reporting Analyst
(818) 222 4727
4
B.A. in English, UCLA
To me, wealth means meeting goals not inspired by how much I have, but by how much I love people. Wealth also means being surrounded by people who encourage, challenge, and inspire me and having the time to experience life together.
At Morton, I work with people who are not only excellent at what they do, but they also love to laugh and have a genuine care for each other. I know that I want to bring my best every time and to know that it makes an internal and external impact makes me proud.
I have a passion for vintage children’s books, Korean food, typography/fonts/proper kerning, the Dodgers, my church, and my wonderful family.
Private Investments Operations Manager
(818) 206 2955
3
B.A. degrees in Spanish and Modern Language Business, University of Idaho
B.S. in marketing, University of Idaho
Wealth to me is not only being financially stable but also being able to feel fulfilled in the life that I have built for myself and the life that I will be able to build for a future family. If you feel a sense of belonging and purpose in where you are at in your life, then that is true wealth to me.
Knowing that the work I am doing is going to help a greater cause that I can stand by and feel fulfilled by. Also having amazing, kind-hearted people around me who want to help with my success and me wanting to get to a point in my career where I can help them, and Morton Capital, succeed as well.
I am six feet and six inches tall and still afraid of heights.
Client Relationship Specialist
(818) 206-2935
10
Wealth to me means having the freedom to do the things I love to do. It means the possibility of creating meaningful experiences, seeing the world, and creating moments and memories that will bring my daughter and me happiness and joy.
The people. I am continually inspired by the kindness, integrity, and empathy of my colleagues. They inspire me by how they genuinely care about our clients and each other. Their work ethic, integrity, and commitment to collaboration and growth are inspiring.
In September 2019, I decided to take charge of my health and eating habits. I have gradually lost 42 pounds since then. I am a spin class aficionado and often take 2–3 spin classes a day. I enjoy staying physically active, going on hikes, and spending time at the beach and am now passionate about eating well and maintaining healthy habits for long-term health.
Client Operations Administrator
(818) 206 2946
3
B.S. in Accounting, CSU Long Beach
M.B.A., CSU Dominguez Hills
Series 6, 63
What wealth means to me cannot be quantified easily. Wealth is not limited to strictly tangibles but also the intangibles, such as relationships, knowledge, and values. Assets aren’t just a dollar figure because that doesn’t paint the entire picture of the amount of work and sacrifice put in.
What inspires me about the work I do at Morton is the opportunity to help others achieve their goals and financial stability. I want to make a difference in the community and better the lives of others.
I am a sports fanatic, especially when it comes to the Dodgers. I host my own Dodgers podcast called The Incline, where I invite guests, including current and retired athletes along with other personalities.
Wealth Advisor, Partner
(818) 206 2902
9
B.A. in biology, Cornell University
CFP®, Series 65
To me, wealth means experiencing life with those I Iove: skiing down a mountain in Utah, playing in the waves of Santa Barbara, or sitting around the firepit in my backyard telling stories and laughing. It means having the freedom to control my decisions and not have them be dictated by financial motivations, as well as the autonomy to be able leave an impact on the world through service and generosity.
I love the peace of mind that clients have when they experience financial freedom. By realizing that money is not the goal and that wealth is only a facilitator of living a fulfilled life, it strips away the stress and anxiety and gives power back to their daily decisions. This is only truly accomplished when someone is empowered through financial education and has true transparency into their fully comprehensive financial picture.
A fun fact that most people don’t know about me is that I am in Cornell’s oldest secret society, but shhhhh, don’t tell anyone. It’s a secret.
Office Administrator & Event Coordinator
(818) 206 2931
5
Associate’s degrees in Church Leadership and Ministry
Wealth to me is a Sunday afternoon lunch with great friends, and where every conversation always ends with a laugh and always leaves you feeling better than when you walked in. It’s playing hide-and-go-seek with your nieces and nephews, pretending you don’t see where they’re hiding, even though they pick the same spot over and over again. It’s bonfires on the beach, dancing with your friends when the 2000s hits come on and you can’t help but sing along, and eating spaghetti with your family at the dinner table. Wealth to me is the time I spend with my family and friends. Wealth to me is all about community.
What I love most about the work that I do is that I get to be part of a great team. I love coming into work knowing that I get to contribute something to the team, to something greater than me. I love knowing that whatever I do, at the end of the day, I helped someone: a friend, a coworker, a client.
A fun fact people don’t know about me is that I love to sing and write.
Client Relationship Specialist
2
B.A. in English, CSULA
Wealth to me is a mindset and a way of life. If you have a heart full of love, a mindset of gratitude, a purposeful life, and the luxury of your health: that is wealth. Getting to share the beauty of life with my people makes me extra wealthy.
I get the pleasure of working with people who inspire me. Everyone here is eager to learn, grow, and do the best they can for one another and the people we are lucky enough to call clients. Then knowing that we as a company get to help enhance clients’ lives— that’s the good stuff
I’m a 500-hour certified yoga teacher and was lucky enough to get to live in Costa Rica for a month to finish my training.
Private Investments Operations Specialist
2
To me, wealth is about being happy. It’s watching my kids excel at school, football, and rugby. It’s listening to my husband sing and play the keyboard. It’s barbecuing at my mom’s with my sisters, brothers-in-law, nieces, and nephew. It’s a friendly (and very competitive!) cornhole tournament with all my in-laws. It’s going to hit golf balls at the range with my dad. It’s visiting my best friend in Nevada. When I can do these things, I feel wealthy because it is all I need to be happy.
It inspires me to know that our work enables clients to turn their financial dreams into a reality. It's an incredible feeling to finish work each day and know I made an impact. I am honored to be a part of an amazing, hardworking team of people who empower and support one another and whose goal is to do the same for our clients.
I served as an exchange student in Japan during the summer of 2000. The highlight of my trip was going to a Fukuoka Hawks game (the local professional baseball team). Their seventh-inning-stretch tradition is like nothing I've ever seen. Along with singing and chanting, all the fans blow up a balloon and release it into the air in unison, sending the balloons whistling and flying all over the stadium. It's so fun and very unique.
Client Operations Administrator
1.5
Wealth means being fulfilled. Having things in your life that make you happy. Family, friends, work, etc. Having fulfilling relationships definitely adds to the wealth of happiness and joy! I am definitely very ‘wealthy’ from the happiness of my family, my husband and my dog, and my friends!
Being part of a team with a lot of integrity, being in an industry of service, and knowing that Morton is very supportive of not only the client’s growth, but the employee as well.
I love karaoke and love singing in general. Ask me about the time when I was young when I sang with a chorus of other children on a rock song by a famous Rock band. I’m also a licensed Esthetician and I love all things Make-up!
Client Operations Administrator
1
B.S. in finance, Oklahoma State University
To me, wealth is the freedom to spend your life doing the things most important to you at the times you choose to do them. It’s having the time and ability to invest in deeper relationships, whether they be family, friends, or those in your community. Ultimately, it’s having an abundance out of which you can freely give to others.
I work with incredibly smart and humble people who, just by example, inspire me to become better every day. I know that by doing my work well, I’m helping our clients free up time and attention they can direct towards things they truly enjoy.
I worked as a private investigator for a little while and may have worn a ghillie suit once or twice while undercover.
Client Services Manager
2
B.A. in psychology, University of California Santa Barbara
Wealth is tricky to define because you can be wealthy in many different aspects of your life. My immediate response is to define wealth in terms of finances—which isn’t a bad place to start—but wealth is so much more than that, though. I believe that true wealth allows you the freedom to enjoy life with those you love, pursue your goals, and be generous to those less fortunate.
In 2019, I stumbled across a couple of podcasts and quickly realized my passion for personal finance. I enjoyed listening to people’s journeys from financial distress to financial freedom and the peace they experienced looking toward retirement. I knew then that I wanted to help people improve their relationship with money and, fortunately, I found Morton. I am proud to be part of a company that leads with its values. It is rare and refreshing for a company to go above and beyond to encourage each employee’s continued education and career growth.
My daughters were born on the exact same day two years apart. The jury is still out on how they will feel about sharing their special day as they get older.
Wealth Advisor
(818) 206 2920
30
B.S. in Economics, California Polytechnic State University
ChFC®, CLU®
Wealth to me means living a passionate life and enjoying those around me—family, friends, and the spiritual essence of being free. Wealth is also being able to have options to do the things I love.
I find true inspiration working with everyone at Morton because we are all about integrity and offering the best investment experience to our clients. I was lucky enough to meet Lon Morton over 30 years ago as my father-in-law was one of his first clients. I looked up to him as a mentor and he was always there to provide support over the years. Over my last 28 years in financial services, I can truly say I am working with the best team in the business. I love to mentor and help aspiring youth and hope I am making a difference in creating a better world in the future.
I am an avid cyclist, love fresh air, and enjoy trying to stay young in body and mind.
Wealth Advisor
(818) 206-2945
6
B.A. in Law, Society, and Justice; University of Washington, Seattle
MBA in financial planning, Cal Lutheran University
CFP®, CEPA®, AIF®, CFS®, MBA, Series 7, Series 66
My definition of wealth goes well beyond the traditional meaning and what most people imagine when they think of being wealthy. I say that because wealth is usually defined by money or assets, and the more you have the wealthier you are. To me, money/assets are just one piece of the pie that makes up wealth because true wealth includes deep relationships, love, personal growth, exploring passions, and a profound meaning to life. When someone is wealthy, they have the ability to take in and enjoy all the small and ordinary pleasures in life and just having an abundance of money can’t provide that.
Change. Every day at Morton, I have the ability and unique opportunity to help create meaningful change in the lives of our clients. There is nothing more rewarding than knowing that I can help provide clarity and peace of mind to families while helping them navigate the difficulties of life. I love helping people first and foremost, and with the financial planning, cash flow analysis, and investment consulting that I am able to provide at Morton, I get to empower clients to be better investors and get the most life out of their wealth.
I have lived in many different countries around the world working in fitness and performing/teaching flying trapeze and other aerial arts.
Vice President of Research
11
B.S. in economics, Belarus State Economic University, M.B.A., Belarus State Economic University
CFA®, CAIA®, Series 7 and 63
Wealth is an abundance of balance. It is the ability to live your life on your terms. Everything from being around the people we want to be around, supporting the causes we believe in, doing the type of work that is stimulating and rewarding, being able to share our love and moments of joy with those dear to us—this all creates an experience that is multi-faceted and ever-evolving.
The markets are like an ocean—they are in a constant state of flux and change, often even in a disarray and stirring up lots of turbidity. A good surfer (which I am not . . . yet—it’s a process, okay!) always finds a way to adopt their strategy to make the most out of the conditions given and catch the longest ride possible. I see the ingenuity and innovative ideas of the people around me every day, helping me recognize the opportunities with the most potential. I see how new technology can be applied to even better capture these ever-elusive perfect waves. This is exciting.
I have absolutely no idea how an internal combustion engine works.
Client Experience Specialist
1
B.A. in history, UCLA
CFP®
I believe wealth is not exclusively tied to finance or assets. A wealthy life is a result of serving others before yourself, loving your family and friends well, and chasing the things money can’t buy. True wealth is when your happiness and passion for life are not tied to material things.
Working at Morton means I get to be a small part of helping families meet their financial goals and live out their idea of wealth. I have the privilege to be a part of a culture that not only takes care of their clients, but also encourages personal development and growth for their employees.
I’m a former baseball player and one of four brothers to all be drafted to play professionally.
Financial Planner
<1
B.S. in engineering management, USC
To me wealth means having the capacity to enjoy life with the resources that each one of us has. I believe these resources come from having a healthy mind and body, having time to build and maintain healthy relationships, along with the ability to find that true thing that we are passionate about and be able to make it part of our daily life. In my personal case, wealth means being able to help as well as teach and learn from different people every day, plus having time to accumulate experiences while sharing them with loved ones.
It is very rewarding when clients express their appreciation for the work we do and when I can see the impact we make as a team on different families. At the same time, being surrounded by coworkers who truly care about the well-being of our clients as well as their teammates has been a very fulfilling and enriching experience that I believe is a key part in the success of our employees and clients.
I love languages. I believe every time you learn a new one you are not just learning about its alphabet and grammar rules, but also about the behavior of the society that uses it and its cultural customs. I am fluent in English, Spanish and French, and a fun fact about our world is that there are about 7,000 languages in it!
Wealth Advisor
(818) 591 6203
21
B.S. in Finance, CSUN
CFP®
As a child, pure happiness meant that I was running up and down the hills behind my grandmother’s house. As an adult, going on a pre-dawn trail run and watching the world slowly come to life has become the gift that keeps on giving. Nature, to me, is the equivalent of liquid gold. Being able to share this “green gold” with my husband, two boys, and our border collie has become the most rewarding experience I could have ever wished for.
I grew up in a small town where everybody knew each other. The saying “it takes a village” always rang true to me because that is how life happened, at least until I moved to the Greater Los Angeles area, where everything is sprawled and disconnected. Working at Morton is like being back in my small town. What is so inspiring about Morton is that in an industry where individualism prevails, quite the opposite is true of our culture and work ethic. The power of the collective and how well we collaborate to create a symbiotic environment is what most inspires me about working here. I am delighted to say that I found my village again.
I was born and raised in Transylvania, Romania.
Client Coordinator
818-206-2903
5
B.S. in Environmental Science, UCLA
Wealth is not a specific number in your retirement account but rather a feeling of freedom and choices. Some people have all the money in the world but are slaves to their lifestyle and work. Others may never live in a mansion or drive the fanciest cars, but they can prioritize having quality time with loved ones. To me, the latter leads a wealthier life.
As someone who broke into the finance world without ever taking an accounting or finance course in college, I distinctly remember the aha moments when I learned about the power of compound interest and other real-world financial knowledge. At Morton, I am excited to provide clients with a similar feeling of excitement and joy when it comes to educating them about their wealth and financial futures.
As a kid, I did TV commercials for Toys “R” Us and Oscar Mayer.
Wealth Advisor
(818) 591 6201
46
ChFC®, CMFC®
To me, wealth means freedom and fulfillment. Freedom from worrying about not only being able to pay the bills but also to have great life experiences and still be able to help others. Fulfillment is looking at the numbers and knowing that the hard work all my life has paid off. I value peace of mind for myself and my family, but I also value being able to help provide clean water where there is none, or providing musical instruments to underprivileged, or scholarship money to those in need, or . . . well, the possibilities are endless.
I love knowing that every day I have the opportunity to help make someone’s life better. Sometimes that means calming an anxious client when the economy looks bad, when they’re worried about some investment, or even if they are facing a more personal crisis. As a musician, you learn to listen quietly and thoughtfully. And when something is not in harmony, you learn the importance of stopping and fixing it before it gets worse. Bringing a sense of calm and control into those conversations with my clients can help assure that they make sound decisions. I love educating clients about a wide variety of financial questions. I love the long-term relationships and being able to look back and know that hundreds of people are better because I was there for them.
I traveled for 4.5 years with an international musical group performing for royalty, popes, Super Bowl halftime, and hundreds of thousands of audience members.
Executive Assistant
20
Syracuse University, B.S.
To me, wealth means an opportunity to pursue passions.
Collaborative relationships. I love to work with people as a team/partnership. I’m inspired when I know what I’m doing contributes to the greater vision of a company or organization.
I love March Madness. During the NCAA Basketball Tournaments I’m often called “Basketball Sarah” by friends.
Managing Director of Investments, Partner
(818) 591 6207
33
B.S. in engineering, University of Michigan
Master’s degree in engineering, University of Michigan
More than anything else, wealth to me equates to peace of mind and security. It affords us the ability to do things in life that are important and meaningful, such as taking care of family and friends, but also making a difference in the lives of those less fortunate.
I have always been fascinated by the financial markets and the drivers behind them, even while working as an aerospace engineer at the beginning of my career. Working at Morton challenges me intellectually and, at the same time, provides me with tangible evidence that I can make a difference in our clients' lives.
Even though I do not have any kids myself, I have always been very close to my nephew and niece. As my sister says, I am the fun uncle!
Wealth Advisor
(818) 206 2956
11
B.S. in finance and minor in economics, magma cum laude, University of New Hampshire
Fluent speaker in Vietnamese and English, 2022 40 Under 40 Honoree by InvestmentNews
CFP®
To me, wealth means more than money. It is about having the privilege to live our life purpose with a joyful heart and enthusiasm—not stressing out about money, security, health, or relationships. It is about having the wisdom to understand what we can and cannot control. Having the resources and strength to focus our intentions into the right place to further grow ourselves and positively impact others. Wealth is not a destination but a lifelong journey.
As a first-generation immigrant born in Vietnam who is on her own path to financial freedom, I understand the struggles that people face with money, especially women. My family was bankrupt shortly after I left my home country. I wanted to learn about the stock markets only with the hope of getting rich and being my family’s savior. But as my understanding of wealth changed, I learned how to manage my finances in a much healthier way. As a result, I am passionate about empowering others to gain more control of their financial life. I hope to inspire people to have a healthy relationship with money, make informed decisions through different transitions in their life, and get closer to their life goals and purposes. Morton allows me to fulfill my dream of financial planning while keeping the clients’ best interest at heart.
At a certain point in my childhood, I had 12 dogs, four hamsters, two cats, a bear, and a monkey as my family pets (things were a little different in Vietnam).
Client Operations Administrator
3
B.S. in business administration & finance, University of Portland
My definition of wealth means to me a great deal more than what the traditional definition stands for. “Wealth is of the heart and mind, not of the pocket,” is a quote that really helps redefine the word for me, but that is not to say having money and assets are not important. An abundance of money is just one part of wealth. My definition of true wealth includes having a great deal of love, kindness, and empathy that we can give to our relationships, loved ones, neighbors and even ourselves. True wealth includes the pursuits of personal growth, continuous learning, and doing what invigorates your soul. To live your life acting out of love and kindness, without a single second of hesitation to act in those ways, is what true wealth means to me. Everything else is just complementary.
For as long as I can remember, I have always wanted to help people, but it was only recently I realized how I would accomplish that. I want to be able to educate and help bring generational wealth to all underserved communities. Morton is filled with extremely talented and passionate people that lead with their values and passions. Being a part of the Morton team invigorates me to continue pursuing the wealth management career path so that I may, one day, be a pillar of trust and confidence to those who are in need and want to learn.
Fun fact about you: In college, I was an amateur actor and model. I acted in a short film project that is used as a student sample for the Fine Arts through Film 300 level class, and modeled for my university's campus board, who oversees organizing and putting on school sponsored events.
