Financial quarterback leading a team of professionals to develop customized financial strategies and investment portfolios.
I am dedicated to competing altruistically to serve my clients' financial needs, to educate them, and to eliminate their fears and reservations.
At Morton Capital, we are passionate about identifying unique investment opportunities that help provide true diversification and risk management in today’s market environment. Using a holistic approach to wealth management, we focus on developing a solid financial plan for our clients and specialize in innovative alternative investment solutions as a means to achieve our clients’ goals. As part of the Morton Capital team, I help provide exceptional service to our clients and am actively involved in business development for the firm. I am committed to developing unique and creative ways to engage clients and meet their ever-changing needs, and am always looking to grow my professional network to provide our clients with the necessary support for those needs. I hold a Series 65 license and am planning on sitting for the CFP® exam in the summer of 2017.
Financial Services and Wealth Management
College/Pro Team: Cornell Universtiy
Chapter: Westlake Village
Profession: Investment Adviser
Specialty: Strategic Planning
Preferred Contact: Email