Director of Human Capital, Partner
(818) 206 2917
B.A. in philosophy, UCSB
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.
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.
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!
Private Investments Operations Manager
(818) 206 2955
B.A. degrees in Spanish and Modern Language Business, University of Idaho
B.S. in marketing, University of Idaho
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.
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.
I am six feet and six inches tall and still afraid of heights.
Data & Reporting Analyst
(818) 222 4727
B.A. in English, UCLA
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.
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.
I have a passion for vintage children’s books, Korean food, typography/fonts/proper kerning, the Dodgers, my church, and my wonderful family.
Private Investments Operations Specialist
(818) 206-2910
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.
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.
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.
Reporting and Operations Associate
B.S. in business administration & marketing
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.
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.
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.
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!
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.
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 makeup.
Client Operations Manager
(818) 206-2911
B.S. in business administration & finance, University of Portland
My definition of wealth means to me a great deal more than what the traditional definition stands for. “Wealth is of the heart and mind, not of the pocket,” is a quote that really helps redefine the word for me, but that is not to say having money and assets are not important. An abundance of money is just one part of wealth. My definition of true wealth includes having a great deal of love, kindness, and empathy that we can give to our relationships, loved ones, neighbors and even ourselves. True wealth includes the pursuits of personal growth, continuous learning, and doing what invigorates your soul. To live your life acting out of love and kindness, without a single second of hesitation to act in those ways, is what true wealth means to me. Everything else is just complementary.
For as long as I can remember, I have always wanted to help people, but it was only recently I realized how I would accomplish that. I want to be able to educate and help bring generational wealth to all underserved communities. Morton is filled with extremely talented and passionate people that lead with their values and passions. Being a part of the Morton team invigorates me to continue pursuing the wealth management career path so that I may, one day, be a pillar of trust and confidence to those who are in need and want to learn.
Fun fact about you: In college, I was an amateur actor and model. I acted in a short film project that is used as a student sample for the Fine Arts through Film 300 level class, and modeled for my university's campus board, who oversees organizing and putting on school sponsored events.
To me, wealth is the ability to enjoy precious moments with the people who are important in our lives, give back to the community that you’re a part of, not just financially but also by contributing time.
I’m inspired when we’re able to assist our clients through the various milestones in their lives like buying a home or setting up 529/custodial accounts for a new addition to their family.
I was a forklift/tractor mechanic.
Client Operations Specialist
(818) 206-2947
B.S in Business Administration with a concentration in Finance, San Francisco State University
To me, wealth is about more than just financial resources, it’s about finding fulfillment, happiness, and a sense of personal well-being. Having both tangible and intangible resources that allow you to live a life aligned with your values and aspirations. I feel the most ‘wealthy’ at times were I am just laughing and sharing memorable moments with my closest family and friends (also my cat).
I'm inspired by the process of helping people achieve their financial goals, and to get the most out of their wealth. There's immense satisfaction in knowing that my work contributes to clients success and peace of mind. Being part of their journey motivates me to continue learning and striving for excellence every day!
A fun fact people may not know about me is that I co-own and operate a non-profit honey company with my father, we do everything from the bee keeping to harvesting the honey! We started it to help better the ecosystem by supporting our local bee populations and to educate the people around us.
Client Operations Administrator
B.S. in Business Administration with an option in Financial Planning, Cal State Northridge
To me, wealth is the freedom to spend time with the people I love while creating memories that will last a lifetime. It’s not just about financial success but also about shared experiences, deep connections, and a life filled with purpose and laughter. True wealth is not measured just in dollars but in the ability to be present in the moments that matter most.
By working at Morton Wealth, I can collaborate with a team of professionals who are deeply committed to ensuring that every client is well taken care of while helping them achieve their goals. It’s fulfilling to be part of a team that prioritizes the well-being and success of our clients.
I have my Irish dual citizenship.
Client Operations Specialist
(818) 591 6212
Degree in Patisserie and Baking from Le Cordon Bleu
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.
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.
I was born on a tiny island called Adak, Alaska, which is part of the Aleutian Islands chain.
Private Investments Operations Administrator
(818) 206-2906
For me, the idea of wealth goes beyond money. I believe the knowledge that I gain in an environment full of people who want to help is the real wealth. Wealth is when I can learn from others who want to teach me and help me grow.
Being able to help others with the knowledge that I have is the most motivating thing for me to work. The satisfaction that I get when I can have a conversation with my parents and help educate them about finances is unmatched.
I can walk on my hands as well as I can walk on my feet.
Client Operations Administrator
B.A. in business administration, California Lutheran University
MBA in business administration, California Lutheran University
To me, wealth means being able to have the things you want AND take care of them with no fear of financial hardship. Living a wealthy life includes all aspects- your health, your relationships, your finances. Having a fulfilling life with the people you love and doing the things you love- that is wealth.
There are so many diverse backgrounds within our team here at Morton, which means we can also serve a diverse group of client needs. I am inspired by the different solutions we offer and by our philosophy to educate the client on what their finances can do for them.
I love to bake and try to make something new at least once a week! I like to challenge myself with new recipes or by baking my way through an entire cookbook. I have a very large cookbook collection- some of which I collect when traveling!
Client Operations Administrator
B.S. in communication from UC Santa Barbara
Wealth, to me, is about much more than financial security. It’s having the tools and resources to create a life filled with love, connection, and growth. As a mom and wife, I feel most wealthy when my family is healthy, happy, and supported. As a sister, wealth is the bond I share with my 6 siblings— those relationships are priceless to me. I see wealth in the ability to cook and gather around meals with my loved ones, to travel and experience the world, and to keep learning new things that broaden my perspective. True wealth is the combination of love, experiences, and opportunities that not only enrich my life but also allow me to give back to those around me.
I am inspired by the team of professionals at Morton who make our company culture what it is known for. Morton gives families the ability to focus on what matters most, whether that’s spending more time together, pursuing passions, or creating a legacy. I find it so meaningful that we support people in ways that bring them peace of mind to live with greater freedom and intention.
I am notorious for my good luck with winning giveaways.
Client Operations Administrator
(818) 206-2948
B.A. in Sociology, UC Santa Barbara
SIE, Series 6, Series 63
To me, wealth isn’t measured by dollar amounts, but by the time it grants me with family and friends. True success lies in the happiness I carry through life—and that joy is deeply rooted in the relationships I cherish most. My wealth is reflected in the memories made possible by thoughtful financial choices and the freedom they afford.
What inspires me most about the work I do is the opportunity to share the education I gain here at Morton. Financial literacy is often overlooked—both in schools and in many households—which makes this mission even more meaningful. I strive to remain a lifelong student, learning from my peers at Morton and using that knowledge to empower the people who matter most to me. These conversations are essential to an individual’s success and their ability to lead a life of comfort and confidence.
I love Chick-Fil-A so much that when one was opening up in my hometown, Simi Valley, I camped overnight in their parking lot (during the winter) so I could have the chance to win free Chick-Fil-A for a year. That was a good year…
