Director of Finance and HR, Partner
(818) 206 2930
22
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!
Director of Human Capital, Partner
(818) 206 2917
6
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!
Office Manager
(818) 222 4727
15
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 Manager 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.
Office Administrator & Event Coordinator
(818) 206 2931
5
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.
Project Manager
(818) 206 2959
12
Esthetician license
To me, wealth is about being able to do what I enjoy for a living and without worrying about having enough money. I feel truly wealthy when I am spending time with my family. Wealth means more to me than only being financially stable—it is happiness, health, and enjoying life.
I am inspired to do my job at Morton because I enjoy working with my coworkers. The culture and environment the company provides to us is truly astonishing and makes me excited to come to work every day.
I enjoy going on road trips and camping in our trailer. My husband, two boys, and I have traveled to Canada, Montana, and Oregon. I love to go up to our lake house in Paso Robles and wakeboard behind our boat.
Executive Assistant
20
Syracuse University, B.S.
To me, wealth means an opportunity to pursue passions.
Collaborative relationships. I love to work with people as a team/partnership. I’m inspired when I know what I’m doing contributes to the greater vision of a company or organization.
I love March Madness. During the NCAA Basketball Tournaments I’m often called “Basketball Sarah” by friends.
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.
