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 & SENIOR WEALTH ADVISOR

“I want to shift the conversation about money from focusing only on returns to understanding how it supports the life you want to live.”

Kathryn M. Brown, CFP®, ChFC®, CAP®

Founder & SENIOR WEALTH ADVISOR

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

Cody Demmel, CFP®

WEALTH ADVISOR

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

Jonathan Kerstetter, CFP®, AAMS®

FINANCIAL planning strategist

“My goal is to be a steady and trusted resource for our clients.”

Alison Ehret

associate wealth advisor

“By providing clarity through numbers, I help people make informed decisions and align their wealth with what matters most.”

Christian Guldin, CPA

ASSOCIATE WEALTH ADVISOR

“We encourage our clients to spend and enjoy their wealth. Being a steward of that is very purposeful work.”

Julia Naccarato

CLIENT SERVICE ASSOCIATE

“Every client deserves to feel welcomed, appreciated, and genuinely cared for from the moment they walk through our doors.”

Tia Toppin

CLIENT EXPERIENCE ASSOCIATE

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

Melanie Strange

DIRECTOR OF OPERATIONS

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

Maddy Miller

DIRECTOR OF ENGAGEMENT & GROWTH

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