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

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.

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 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.

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.

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.

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.

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
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.

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

Client Operations Administrator

Years of Experience

Education and Credentials

Origin Story