Our Team

“You can have all the money in the world, but if you can’t be vulnerable with someone about your well-being, that’s a different kind of poverty.”

Dennis Morton, CFP^®, CHFC^®

Founder and Principal

“I want to shift the conversation about money—from focusing on return on investment to considering it as your return on life.”

Kathryn M. Brown, CFP^®, ChFC^®, CAP^®

Founder and Principal

“I provide perspective so investors can stay focused on their long-term vision, not just short-term wins.”

Cody Demmel, CFP^®

FINANCIAL ADVISOR

“Building wealth isn’t about avoiding risk. It’s about balancing risk and reward with a plan that moves you forward.”

Sean Roth, CRPC^™

FINANCIAL ADVISOR

“For many clients, seeing their financial data organized for the first time is a game changer.”

Jonathan Kerstetter, CFP^®, AAMS^®

FINANCIAL planning strategist

“I believe trust is built in the small moments—by listening, simplifying, and showing up with care.”

Karen Garrison

CLIENT RELATIONSHIP ASSOCIATE

“I strive to make every client interaction seamless, supportive, and reassuring.”

Alison Ehret

CUSTOMER SERVICE ASSOCIATE

“My goal is simple: keep things running smoothly so our team can focus on what matters most—our clients.”

Melanie Strange

DIRECTION OF OPERATIONS

“Growth should be intentional, relationships should be meaningful, and every connection should be built on trust and authenticity.”

Maddy Miller

DIRECTOR OF MARKETING & COMMUNITY OUTREACH

Eric Stein, CFA

CO-CHIEF INVESTMENT STRATEGIST

Mario Nardone, CFA

CO-CHIEF INVESTMENT STRATEGIST

Finding the Right Partner

Not all financial advisors are created equal. Finding the ideal financial partner for you and your family means asking the right questions. Download this free resource to help you find the right fit.

Questions for a Financial Advisor