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 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.
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.
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.
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!
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.
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.
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.
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.
