We look forward to
getting to know you
And we encourage you to get to know us too
Director of Human Capital, Partner
Dan Charoenrath
Dan Charoenrath
Dan Charoenrath

Director of Human Capital, 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!

Client Operations Administrator
Kevin Klein
Kevin Klein
Kevin Klein

Client Operations Administrator

(818) 206 2946

Years of Experience

3

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.

Private Investments Operations Manager
Kaizer Gillispie
Kaizer Gillispie
Kaizer Gillispie

Private Investments Operations Manager

(818) 206 2955

Years of Experience

3

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
Jamie Domke
Jamie Domke
Jamie Domke

Client Coordinator

(818) 206-2940

Years of Experience

3

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.

Data & Reporting Analyst
Judy Lee
Judy Lee
Judy Lee

Data & Reporting Analyst

(818) 222 4727

Years of Experience

4

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 Services Manager
Michelle Loakes
Michelle Loakes
Michelle Loakes

Client Services Manager

Years of Experience

2

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.

Private Investments Operations Specialist
Krystal Tavale
Krystal Tavale
Krystal Tavale

Private Investments Operations Specialist

Years of Experience

2

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
Liam O'Hara
Liam O'Hara
Liam O'Hara

Client Operations Administrator

Years of Experience

1

Education and Credentials

B.S. in finance, Oklahoma State University

Origin Story
What does wealth mean to you?

To me, wealth is the freedom to spend your life doing the things most important to you at the times you choose to do them. It’s having the time and ability to invest in deeper relationships, whether they be family, friends, or those in your community. Ultimately, it’s having an abundance out of which you can freely give to others.

What inspires you about the work you do at Morton?

I work with incredibly smart and humble people who, just by example, inspire me to become better every day. I know that by doing my work well, I’m helping our clients free up time and attention they can direct towards things they truly enjoy.

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

I worked as a private investigator for a little while and may have worn a ghillie suit once or twice while undercover.

Client Operations Administrator
Alexandria West
Alexandria West
Alexandria West

Client Operations Administrator

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 Morton?

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.

Private Investments Operations Administrator
Jennifer Abrams
Jennifer Abrams
Jennifer Abrams

Private Investments Operations Administrator

Years of Experience

2

Education and Credentials

B.S. in business administration & marketing

Origin Story
What does wealth mean to you?

Wealth, to me, transcends mere financial abundance. True wealth encompasses the richness of family bonds, long life, good health, knowledge, and personal growth. It means having the resources to lead a fulfilling life, pursuing one’s passions, maintaining positive overall well-being, and contributing positively to the world. True wealth involves the security and freedom to make choices aligned with one’s values, spreading love to family members, and passing down a legacy of love.

What inspires you about the work you do at Morton?

I find immense inspiration in my work at Morton. Being part of this company is a source of joy and motivation for me. The positive atmosphere, abundant learning opportunities, and the authenticity of our team make every day fulfilling. Working alongside dedicated and genuine individuals, supported by leaders who exemplify goodness, creates a truly uplifting environment. Morton not only values its clients but also genuinely cares for its employees. I feel fortunate and genuinely happy to contribute to a team that embodies these principles and makes a positive impact on its community.

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

I was born and raised just miles from Calabasas and still call it home because, well, family is everything to me. I married my husband exactly one year after our first date. Now, I’m wholeheartedly dedicated to my two amazing children and forever grateful for my entire family, with whom I spend all my free time.

Client Operations Administrator
Leslie Owsley
Leslie Owsley
Leslie Owsley

Client Operations Administrator

Years of Experience

1.5

Education and Credentials

Origin Story
What does wealth mean to you?

Wealth means being fulfilled. Having things in your life that make you happy. Family, friends, work, etc. Having fulfilling relationships definitely adds to the wealth of happiness and joy! I am definitely very ‘wealthy’ from the happiness of my family, my husband and my dog, and my friends!

What inspires you about the work you do at Morton?

Being part of a team with a lot of integrity, being in an industry of service, and knowing that Morton is very supportive of not only the client’s growth, but the employee as well.

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

I love karaoke and love singing in general. Ask me about the time when I was young when I sang with a chorus of other children on a rock song by a famous Rock band. I’m also a licensed Esthetician and I love all things Make-up!