We look forward to
getting to know you
And we encourage you to get to know us too
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!

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.

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.

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.

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.

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!

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.

Marketing Coordinator
Hannah Cheng
Hannah Cheng
Hannah Cheng

Marketing Coordinator

818-206-2921

Years of Experience

<1

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.

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.