We look forward to
getting to know you
And we encourage you to get to know us too
Chief Executive Officer, Partner
Jeff Sarti
Jeff Sarti
Jeff Sarti

Chief Executive Officer, Partner

(818) 591-6217

Years of Experience

23

Education and Credentials

B.S. in Biology, Stanford University

M.B.A., Anderson School of Management, UCLA

CFA®, MBA

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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!

3. What’s a fun fact that most people may not know about you?

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
Meghan Pinchuk
Meghan  Pinchuk
Meghan Pinchuk

Chief Investment Officer, Partner

(818) 591 6211

Years of Experience

17

Education and Credentials

B.A. in English, summa cum laude, UCLA

CFA®, CFP®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Stacey McKinnon
Stacey McKinnon
Stacey McKinnon

Chief Operating Officer, Chief Marketing Officer, Partner

(818) 591 6206

Years of Experience

8

Education and Credentials

B.A. in Business Economics, UCSB

B.A. in Religious Studies, UCSB

CFP®, Series 65

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Menachem Striks
Menachem Striks
Menachem Striks

Chief Compliance Officer, Partner

(818) 591 6214

Years of Experience

7

Education and Credentials

B.S. in Business Administration, Touro University International

J.D., Southwestern Law School

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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 Operations, Partner
Dan Charoenrath
Dan Charoenrath
Dan Charoenrath

Director of Operations, Partner

(818) 206 2917

Years of Experience

6

Education and Credentials

B.A. in philosophy, UCSB

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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!

Advisor Operations Manager, Wealth Advisor
Sarah Ellis
Sarah  Ellis
Sarah Ellis

Advisor Operations Manager, Wealth Advisor

(818) 206 2958

Years of Experience

4

Education and Credentials

B.S. in Business Administration, magna cum laude

CFP® in progress, Series 65

Origin Story
1. What does wealth mean to you?

Wealth is not about what you have, but it is about how you experience life. When I look back on my childhood, I remember how much fun it was to have a lemonade stand, not how much money we made. I remember taking trips to the river and wakeboarding, not caring if the boat was ours, borrowed from a friend, or rented. As a mom, I hope to create a life full of memories for my children, instilling in them a love and a joy for the things we get to experience together. To me, wealth is living my life as fully as possible—the warm feeling of cuddling with my kids before bed, the crunch of homemade pizza crust, or even the relaxation associated with the first sip of wine after a long day.

2. What inspires you about the work you do?

I am inspired by breakthroughs. In my role, I have the opportunity to see these “aha” moments, both internally and externally. Whether it is an associate advisor finally figuring out how to model in an advanced scenario for a client’s financial plan or the client seeing that scenario and getting the peace of mind associated with knowing its impact, moments of realization that lead to relief are the moments that keep me excited about my role and career.

3. What’s a fun fact that most people may not know about you?

I have a disdain for the taste of cheese and most dairy products, but I cannot eat popcorn without copious amounts of freshly grated cheddar cheese on it.

Director of Finance and HR, Partner
Adam Bartkoski
Adam Bartkoski
Adam Bartkoski

Director of Finance and HR, Partner

(818) 206 2930

Years of Experience

21

Education and Credentials

B.A. in history, Texas A&M University

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Alan Kane
Alan Kane
Alan Kane

Wealth Advisor

(818) 591 6204

Years of Experience

41

Education and Credentials

CFP®, CMFC

Origin Story
1. What does wealth mean to you?

Wealth allows me to travel and enjoy my life. It also allows me to support the causes and charities I believe in.

2. What inspires you about the work you do?

All the smart people I have met while being at Morton and their expertise in various financial areas.

3. What’s a fun fact that most people may not know about you?

I fly people in need through the Angel Flight charitable organization.

Financial Planning Associate
Amber McBride
Amber McBride
Amber McBride

Financial Planning Associate

Years of Experience

3

Education and Credentials

B.A. in Psychology, magna cum laude, CSU Channel Islands

CFP®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Arlene Vaughan
Arlene Vaughan
Arlene Vaughan

Office Manager

(818) 222 4727

Years of Experience

14

Education and Credentials

Origin Story
1. What does wealth mean to you?

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.

2. What are things you enjoy when you are not working?

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.

3. What’s a fun fact that most people may not know about you?

I had fun as a teen being a hair show model for Paul Mitchell, trying out all the newest hair trends.

Client Manager
Austin Overholt
Austin Overholt
Austin Overholt

Client Manager

(818) 206 2929

Years of Experience

3

Education and Credentials

B.A. in communications with an emphasis in business, CSU Channel Islands

M.A. in American Studies, Pepperdine University

Series 65, CFP® in progress

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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 Planner
Brian Standing
Brian Standing
Brian Standing

Wealth Planner

(818) 591 6200

Years of Experience

15

Education and Credentials

B.A. in Political Science, Loyola Marymount University

J.D., Southwestern Law School

CFP® in progress

Origin Story
1. What does wealth mean to you?

Wealth is when success is intentional. When you take ownership of your actions—personally, professionally—and those actions align with your values, wealth follows.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I shot 100% from the free-throw line my sophomore year of high school basketball.

Financial Planning Manager
Brittany Yudkowsky
Brittany Yudkowsky
Brittany Yudkowsky

Financial Planning Manager

(818) 206 2937

Years of Experience

11

Education and Credentials

B.A. in English, magna cum laude, UCLA

CFP®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Bruce Tyson
Bruce Tyson
Bruce Tyson

Wealth Advisor, Partner

(818) 206 2922

Years of Experience

44

Education and Credentials

B.A., Wesleyan University

Origin Story
1. What does wealth mean to you?

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).

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I have two daughters of varying ages and have been in continuous child-rearing mode since the Reagan Administration.

Wealth Advisor
Bryce Snell
Bryce Snell
Bryce Snell

Wealth Advisor

(818) 206-2942

Years of Experience

6

Education and Credentials

B.S. in Business Administration with the Insurance and Financial Services option, CSUN

CFP®, Series 65

Origin Story
1. What does wealth mean to you?

Wealth means I have the power to choose. My grandfather stressed the importance of education to his family and exemplified choosing a disciplined approach in order to move up the management track at Bell Telephone Company, the predecessor to AT&T. He completed his college education and then created a legacy that lives on through his children and grandchildren. The ability to work toward my life goals is something that feels more and more in my control as I make the choice to invest in myself. When you have options in life, that is true freedom and that is my definition of wealth.

2. What inspires you about the work you do?

Working at Morton inspires me to help others by prioritizing enjoyment, for them and myself. When I meet with clients, I am able to help them visualize past numbers to a bright picture of what their lives with their loved ones can be. Whether it is supporting a grandchild with their schooling or preparing for a tough discussion about how to assign roles in a family estate plan, there is always an opportunity to educate and help individuals feel in control. The extra bonus is working with a team that is always rowing in the boat together to bring our vision to life: helping families get the most life out of their wealth!

3. What’s a fun fact that most people may not know about you?

I was an active student in school but had the unusual combination of being a student-athlete who did both football and swimming. I love being in the water and I frequently find my way to the coast for a dip in the ocean, no matter what time of year.

Wealth Advisor, Partner
Chris Galeski
Chris Galeski
Chris Galeski

Wealth Advisor, Partner

(818) 206 2954

Years of Experience

13

Education and Credentials

B.A. in Economics, San Diego State University

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I can do a really good Dr. Evil impression.

Marketing Manager
Clarisse Sullivan
Clarisse Sullivan
Clarisse Sullivan

Marketing Manager

(818) 209-2953

Years of Experience

9

Education and Credentials

B.S. in Business, CSU Channel Islands

Professional designation in Merchandising and Marketing, Fashion Institute of Design and Merchandising

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Edward Garcia
Edward Garcia
Edward Garcia

Financial Planning Education Specialist

(818) 591 6209

Years of Experience

3

Education and Credentials

B.A. in English, CSUN

M.A. in Education, National University

CFP® in progress

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I have a stringed instrument collection of three guitars, four ukuleles, and one banjo.

Financial Planning Associate
Elana Yaffe
Elana Yaffe
Elana Yaffe

Financial Planning Associate

(818) 206 2951

Years of Experience

4

Education and Credentials

B.S. in Retailing and Consumer Sciences, University of Arizona

CFP® in progress

Origin Story
1. What does wealth mean to you?

Wealth to me means happiness in all aspects of life: great health, an amazing job, spending time with friends and family, traveling, learning, self-growth, playing with my dogs, and helping others. That's what makes me happy. There is a Bob Marley interview that I love that I think exemplifies what wealth means to me: he was once asked by a reporter if he was a rich man—if he had a lot of possessions and money in the bank. Mr. Marley responded with, "Possessions make you rich? . . . My richness is life, forever."

2. What inspires you about the work you do?

The clients and colleagues of Morton inspire me every day. It is so empowering to help give clients peace of mind and to support them in achieving their goals. Collaborating with my incredible teammates inspires me to always keep striving to get better and to keep learning in order to be the best that we can be.

3. What’s a fun fact that most people may not know about you?

I LOVE animals. Growing up, I had some interesting pets, like ducks, silkworms, and hermit crabs. One summer when I was little, we raised bunnies and my grandpa got them collars and leashes so we could walk the rabbits in the neighborhood. We definitely got a lot of interesting looks. If I could, I’d have a zoo!

Wealth Advisor, Partner
Eric Selter
Eric Selter
Eric Selter

Wealth Advisor, Partner

(818) 591-6205

Years of Experience

24

Education and Credentials

B.A. in journalism, USC

J.D., Loyola Law School

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Hannah Cheng
Hannah Cheng
Hannah Cheng

Marketing Coordinator

818-206-2921

Years of Experience

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Education and Credentials

B.A. in integrated marketing communication, minor in multimedia design, Pepperdine University

Origin Story
What does wealth mean to you?

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!

What inspires you about the work you do at Morton?

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 the community you’re in. I love helping an organization reach their potential through creative marketing tactics and doing it with a group who is talented and good-natured is energizing.

What’s a fun fact that most people may not know about you?

I love creating content, whether it’s through writing or making videos on YouTube and TikTok! I like creating videos of myself singing/playing instruments, my college experience, and life in general.

Portfolio Management Analyst
Hunter Daniel
Hunter Daniel
Hunter Daniel

Portfolio Management Analyst

Years of Experience

8

Education and Credentials

B.S. in finance, Humboldt State University

CFA®, CFP®

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do at Morton?

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.

What’s a fun fact that most people may not know about you?

I grew up in New Mexico and love green chili on everything.

Client Operations Administrator
Ian Rennick
Ian Rennick
Ian Rennick

Client Operations Administrator

Years of Experience

1

Education and Credentials

B.S. in business administration, CSU Channel Islands

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I am a die-hard Yankee fan.

Marketing Coordinator
Ivy Dyson
Ivy Dyson
Ivy Dyson

Marketing Coordinator

Years of Experience

1

Education and Credentials

B.A. in marketing communication, California Lutheran University

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What's a fun fact that most people may not know about you?

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
Jason Naiman
Jason Naiman
Jason Naiman

Wealth Advisor

(818) 591 6202

Years of Experience

54

Education and Credentials

B.S. in Business Administration

ChFC®, ChFC®, CLU®, AIF®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Jamie Domke
Jamie Domke
Jamie Domke

Client Coordinator

(818) 206-2940

Years of Experience

1

Education and Credentials

B.S. in Business Administration, Pepperdine University

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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.

Wealth Advisor, Partner
Joe Seetoo
Joe  Seetoo
Joe Seetoo

Wealth Advisor, Partner

(818) 591 6219

Years of Experience

23

Education and Credentials

B.A. degrees in Business/Economics and International Relations, magna cum laude, Randoph-Macon College

CFA®, CFP®, CEPA®, Applied Behavioral Finance certification

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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.

Client Reporting Specialist
Judy Lee
Judy Lee
Judy Lee

Client Reporting Specialist

(818) 222 4727

Years of Experience

2

Education and Credentials

B.A. in English, UCLA

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. Fun fact most people may not know about you?

I have a passion for vintage children’s books, Korean food, typography/fonts/proper kerning, the Dodgers, my church, and my wonderful family.

Wealth Advisor
Jon Wingent
Jon Wingent
Jon Wingent

Wealth Advisor

Years of Experience

19

Education and Credentials

B.A. in English, Manchester Metropolitan University, MSc Information Systems, The University of Sheffield

FCSI®, CWM®

Origin Story
1. What does wealth mean to you?

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.”

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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.

Investment Operations Administrator
Kaizer Gillispie
Kaizer Gillispie
Kaizer Gillispie

Investment Operations Administrator

(818) 206 2955

Years of Experience

1

Education and Credentials

B.A. degrees in Spanish and Modern Language Business, University of Idaho

B.S. in marketing, University of Idaho

Origin Story
1. What does wealth mean to you?

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.

What inspires you about the work you do?

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.

What’s a fun fact that most people may not know about you?

I am six feet and six inches tall and still afraid of heights.

Client Coordinator
Karla Gonzalez
Karla Gonzalez
Karla Gonzalez

Client Coordinator

(818) 206-2935

Years of Experience

9

Education and Credentials

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work that you do?

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.

3. What is a fun fact that people do not know about you?

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.

Investment Operations Administrator
Kevin Klein
Kevin Klein
Kevin Klein

Investment Operations Administrator

(818) 206 2946

Years of Experience

1

Education and Credentials

B.S. in Accounting, CSU Long Beach

M.B.A., CSU Dominguez Hills

Series 6, 63

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

What’s a fun fact that most people may not know about you?

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
Kevin Rex
Kevin Rex
Kevin Rex

Wealth Advisor, Partner

(818) 206 2902

Years of Experience

7

Education and Credentials

B.A. in biology, Cornell University

CFP®, Series 65

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Kierstan Lewis
Kierstan Lewis
Kierstan Lewis

Office Administrator & Event Coordinator

(818) 206 2931

Years of Experience

3

Education and Credentials

Associate’s degrees in Church Leadership and Ministry

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work that you do?

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.

3. What is a fun fact that people do not know about you?

A fun fact people don’t know about me is that I love to sing and write.

Client Coordinator
Kristin Dillon
Kristin Dillon
Kristin Dillon

Client Coordinator

Years of Experience

1

Education and Credentials

B.A. in English, CSULA

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do?

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

What’s a fun fact that most people may not know about you?

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.

Investment Operations Administrator
Krystal Tavale
Krystal Tavale
Krystal Tavale

Investment Operations Administrator

Years of Experience

1

Education and Credentials

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do?

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.

What's a fun fact that most people may not know about you?

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
Michelle Loakes
Michelle Loakes
Michelle Loakes

Client Operations Administrator

Years of Experience

1

Education and Credentials

B.A. in psychology, University of California Santa Barbara

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do?

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.

What’s a fun fact that most people may not know about you?

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
Mike Privett
Mike Privett
Mike Privett

Wealth Advisor

(818) 206 2920

Years of Experience

29

Education and Credentials

B.S. in Economics, California Polytechnic State University

ChFC®, CLU®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I am an avid cyclist, love fresh air, and enjoy trying to stay young in body and mind.

Wealth Advisor
Mike Rudow
Mike Rudow
Mike Rudow

Wealth Advisor

(818) 206-2945

Years of Experience

5

Education and Credentials

B.A. in Law, Society, and Justice; University of Washington, Seattle

MBA in financial planning, Cal Lutheran University

CFP®, CEPA®, AIF®, CFS®, Series 7, Series 66

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

I have lived in many different countries around the world working in fitness and performing/teaching flying trapeze and other aerial arts.

Client Operations Training Specialist
Moriah Bowles
Moriah Bowles
Moriah Bowles

Client Operations Training Specialist

(818) 591 6212

Years of Experience

3

Education and Credentials

Degree in Patisserie and Baking from Le Cordon Bleu

Origin Story
1. What does wealth mean to you?

Living through a year-long pandemic has completely changed my view of wealth and reminded me not to take the little things for granted. While I know it’s important to be financially stable and make informed decisions, enjoying the wealth of life, family, and friends has become just as important.

2. What inspires you about the work that you do?

The culture! It’s so refreshing to enjoy coming to work and the people I work with. Morton is the first place I’ve worked where we care just as much about our clients and helping them enjoy their lives as we do about employees doing the same. And with my background in baking, bringing in the occasional baked goods to share with everyone is a plus too.

3. What is a fun fact that people do not know about you?

I was born on a tiny island called Adak, Alaska, which is part of the Aleutian Islands chain.

Senior Investment Analyst
Nadya Mets
Nadya Mets
Nadya Mets

Senior Investment Analyst

Years of Experience

10

Education and Credentials

B.S. in economics, Belarus State Economic University, M.B.A., Belarus State Economic University

CFA®, CAIA®, Series 7 and 63

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s the fun fact that most people may not know about you?

I have absolutely no idea how an internal combustion engine works.

Client Operations Administrator
Nick Valaika
Nick Valaika
Nick Valaika

Client Operations Administrator

Years of Experience

<1

Education and Credentials

B.A. in history, UCLA

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do at Morton?

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.

What’s a fun fact that most people may not know about you?

I’m a former baseball player and one of four brothers to all be drafted to play professionally.

Client Manager
Olivia Payne
Olivia Payne
Olivia Payne

Client Manager

(818) 206 2918

Years of Experience

3

Education and Credentials

Bachelor’s in Human Development and Family Science, University of Georgia

CFP® in progress, Series 65

Origin Story
1. What does wealth mean to you?

Wealth always seemed like an intimidating word to me. It was something that I aspired to reach, but always seemed somewhat out of grasp. However, rethinking my definition of wealth has been the most rewarding aspect of my twenties. Wealth, today, means enjoying time with my friends, my family, and my community. Engaging in work that truly matters. Embracing life and realizing that nothing is out of grasp. Perspective is everything and wealth is all the little things that add up to make my life so meaningful.

2. What inspires you about the work you do?

In early 2019, I felt as if I needed to make a change. I was working in an industry helping people but I didn’t feel as though I had many growth or learning opportunities. Morton Wealth's vision of empowering families to get the most life out of their wealth sounded too good to be true to me then, but it was what brought me into the world of finance. Today, I find myself in many conversations with clients about their biggest fears, or what keeps them up at night, or what they are most excited about in their next stage of life. This is what excites me and engages me in the work that I do because I’m participating in conversations that are important and I’m getting to assist clients in making decisions that guide them on their financial journey. It’s inspiring for a client to go through the financial planning process and come out the other side with peace of mind and a clear understanding of where they are at in life—to me, that is really getting the most life out of your wealth.

3. What’s a fun fact that most people may not know about you?

Despite living on my own for the past 10 years, I have yet to learn how to read an instruction manual about how to put together a piece of furniture without the help of my friends or family.

Wealth Advisor
Patrice Bening
Patrice  Bening
Patrice Bening

Wealth Advisor

(818) 591 6203

Years of Experience

20

Education and Credentials

B.S. in Finance, CSUN

CFP®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work that you do?

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.

3. What is a fun fact that people do not know about you?

I was born and raised in Transylvania, Romania.

Wealth Advisor
Priscilla Brehm
Priscilla Brehm
Priscilla Brehm

Wealth Advisor

(818) 591 6201

Years of Experience

46

Education and Credentials

ChFC®, CMFC®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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.

Managing Director of Investments, Partner
Sasan Faiz
Sasan Faiz
Sasan Faiz

Managing Director of Investments, Partner

(818) 591 6207

Years of Experience

32

Education and Credentials

B.S. in engineering, University of Michigan

Master’s degree in engineering, University of Michigan

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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!

HR and Compliance Manager
Sherry Uchuion
Sherry Uchuion
Sherry Uchuion

HR and Compliance Manager

(818) 206 2928

Years of Experience

6

Education and Credentials

B.S. in Criminal Justice, minor in Sociology, and Public Law certificate; magna cum laude; San Diego State University

Master of Legal Studies in Corporate Compliance and Risk Management, Santa Clara University’s School of Law

J.D. in progress, Thomas Jefferson School of Law

Origin Story
1. What does wealth mean to you?

Wealth is often defined in terms of possessions and the abundance of quantifiable things, but what if we were to consider the unmeasurable aspects of our lives the most precious? To me, wealth has always been about those moments in between: the slow mornings with your family making breakfast, taking the day to be outside with your friends, or having the ability to be present for your partner in times of celebration and times of despair. I have always defined my wealth by how I spend my time, because unlike any other currency, time is one that cannot simply be replaced.

2. What are things you enjoy when you are not working?

I’m inspired daily by the entire team at Morton. The best part of what I do here is providing support so that my coworkers feel confident that they’re delivering the best possible service to our clients.

3. What’s a fun fact that most people may not know about you?

I was a piano teacher for almost 10 years and I taught students from the age of three years old all the way up to adulthood.

Client Manager
Thao Truong
Thao Truong
Thao Truong

Client Manager

(818) 206 2956

Years of Experience

10

Education and Credentials

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®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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 Coordinator
Peter Duan
Peter Duan
Peter Duan

Client Coordinator

818-206-2903

Years of Experience

4

Education and Credentials

B.S. in Environmental Science, UCLA

Origin Story
What does wealth mean to you? 

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.

What inspires you about the work you do at Morton?

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.

What’s a fun fact that most people may not know about you?

As a kid, I did TV commercials for Toys “R” Us and Oscar Mayer.

Client Operations Administrator
Liam O'Hara
Liam O'Hara
Liam O'Hara

Client Operations Administrator

Years of Experience

Education and Credentials

Origin Story
Administrative Assistant
Alexandria West
Alexandria West
Alexandria West

Administrative Assistant

Years of Experience

<1

Education and Credentials

B.A. in integrated marketing communication, minor in art history, magna cum laude, Pepperdine University

Origin Story
What does wealth mean to you?

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.

What inspires you about the work you do at MC?

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

What’s a fun fact that most people may not know about you?

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.