Chief Operating Officer, Partner
(818) 591 6206
7
B.A. in Business Economics, UCSB
B.A. in Religious Studies, UCSB
CFP®, Series 65
For many people, wealth can be intimidating. It is difficult to make decisions about how to save, spend, and set goals. But what I have learned over my years in financial services is that it doesn’t have to be. Wealth is more than a number and my perspective on wealth has to be combined with values and a mindset shift to truly achieve my goals. I value time with family and friends, usually over a farm-to-table meal with craft cocktails or an outdoor adventure. This is what a “wealthy life” looks like for me—more time with the people I love.
I love to create environments where people can thrive—whether that results in our clients getting the most life out of their wealth or the team getting the most life out of their careers. We have a unique opportunity to make a big impact in the lives we serve and having that “sacred duty” inspires me.
My husband and I met on the playground in South Lake Tahoe at five years old. He is kind, thoughtful, creative, and talented, and I feel lucky that we have gotten to enjoy so much life together.
Chief Compliance Officer, Partner
(818) 591 6214
6
B.S. in Business Administration, Touro University International
J.D., Southwestern Law School
To me, wealth is the ability to do the things that give our lives meaning, such as spending time with family or involvement in our community. So many people get caught up on the “hedonic treadmill” in their pursuit of wealth and ultimately find that their goal isn’t achieved by seeing a certain balance reflected on their portfolio statement. Focusing on meaningful experiences can make us truly wealthy, regardless of our net worth.
As a risk management professional, I take pride in building a resilient firm that can support our clients and their future generations. By working “behind the scenes” to maintain a strong and compliant firm infrastructure, I’m able to ensure that our advisors can provide the highest possible level of service to our clients.
I’m the oldest of twelve siblings. Things weren’t quiet growing up with nine brothers and two sisters, but I could always count on having enough players for a full-court basketball game at any time!
Marketing Manager
(818) 209-2953
8
B.S. in Business, CSU Channel Islands
Professional designation in Merchandising and Marketing, Fashion Institute of Design and Merchandising
To me, the true meaning of wealth is being able to enjoy every experience life has to offer. It can be found celebrating those unpredictable moments, such as tackling a house project for the first time, falling off a paddleboard but getting right back on, or going on an afternoon walk and later witnessing the most incredible sky while the sun is setting. Wealth is in the love I share with my husband, my family, and my friends, and in the kindness I spread to others.
I’m inspired by the client stories I get to hear from our advisory teams and the impact we have on their lives through the services we provide. Growing up, financial education was a topic that was rarely discussed. I’m grateful to be part of a team of individuals who are passionate about educating the people they serve, leaving them more knowledgeable and empowered by the financial decisions they’re making.
My great-grandmother opened the first pizzeria in Marseille, France, in 1939, and it’s still run by my family to this day. This might explain why I could eat a fresh pizza or plate of pasta any day of the week.
Compliance Associate
(818) 206 2928
5
B.S. in Criminal Justice, minor in Sociology, and Public Law certificate; magna cum laude; San Diego State University
Master of Legal Studies in Corporate Compliance and Risk Management, Santa Clara University’s School of Law
Wealth is often defined in terms of possessions and the abundance of quantifiable things, but what if we were to consider the unmeasurable aspects of our lives the most precious? To me, wealth has always been about those moments in between: the slow mornings with your family making breakfast, taking the day to be outside with your friends, or having the ability to be present for your partner in times of celebration and times of despair. I have always defined my wealth by how I spend my time, because unlike any other currency, time is one that cannot simply be replaced.
I’m inspired daily by the entire team at Morton. The best part of what I do here is providing support so that my coworkers feel confident that they’re delivering the best possible service to our clients.
I was a piano teacher for almost 10 years and I taught students from the age of three years old all the way up to adulthood.
Administrative Assistant
(818) 206 2931
2
Associate’s degrees in Church Leadership and Ministry
Wealth to me is a Sunday afternoon lunch with great friends, and where every conversation always ends with a laugh and always leaves you feeling better than when you walked in. It’s playing hide-and-go-seek with your nieces and nephews, pretending you don’t see where they’re hiding, even though they pick the same spot over and over again. It’s bonfires on the beach, dancing with your friends when the 2000s hits come on and you can’t help but sing along, and eating spaghetti with your family at the dinner table. Wealth to me is the time I spend with my family and friends. Wealth to me is all about community.
What I love most about the work that I do is that I get to be part of a great team. I love coming into work knowing that I get to contribute something to the team, to something greater than me. I love knowing that whatever I do, at the end of the day, I helped someone: a friend, a coworker, a client.
A fun fact people don’t know about me is that I love to sing and write.
Office Coordinator
(818) 222 4727
13
True wealth begins with an understanding of what you value most. Personally, it is those impromptu salsa dance moments in the kitchen with one of my three children, sitting down to a meal I have whipped up for my ever-growing family and sharing stories, or, if I am lucky, a slow dance with my husband of many years, Kevin. Finding joy in these little moments and making my friends laugh with good banter makes my life feel blessed.
I am the smile that greets you at the door. I joined Morton in 2010, and as many things have changed over the years, I have really come to take pride in the company’s culture and its ability to adapt to changes as our team grows. In my capacity as Office Coordinator, and unofficial Den Mother, I am responsible for operational and administrative duties that serve our clients and nurture our employees.
I had fun as a teen being a hair show model for Paul Mitchell, trying out all the newest hair trends.
Project Manager
(818) 206 2921
3
B.A. in Labor Studies with a minor in Economics, Rutgers University
Living a wealthy life means having an abundance of the good things, both tangible and intangible: a fulfilling job, a healthy relationship, a supportive group of friends, a loving family, the peace of financial and personal stability, and living with intention and purpose.
The constant drive to learn and get better. How many people feel that their job is perfectly aligned with their interests and strengths? I have the opportunity to look at processes like a puzzle and figure out how to make the pieces fit so that we can be better every day.
I traveled the country in a camper for two months.
HR and Finance Manager
(818) 206 2930
20
B.A. in history, Texas A&M University
Wealth is having the ability and flexibility to accomplish any specific goals I might have across all facets of life. In some cases, it might mean having the money to travel abroad but I’ve found that, in most cases, money has very little to do with it. Wealth is mostly associated with family, friends, and a career that allows you the space to spend time doing the things you want in life with the people you care for the most. Time may be the most important piece of wealth because if you don’t have it or cannot create more time for the truly important things in life, I just don’t see how you can truly live a life full of wealth.
I think being surrounded by incredibly smart and gifted colleagues not only makes everyone else better at what they do, but also generally leads to strong relationships at work, where people genuinely care about people they may work with for many years. Being submerged in that environment makes me want to keep up with everyone else and not be a person who holds anyone back.
During my Peace Corps service in eastern Ukraine, I learned to speak Russian. It’s debatable how solid my language skills are but I could find my way home if dropped off in a random Ukrainian village. I thought about using those skills upon returning to the U.S. but quickly realized that there were some business conversations/concepts I could not describe in Russian. For example, there is no way I could describe SPACs in Russian, but, in my defense, I may not be able to in English either!
