Chief Compliance Officer, Partner
(818) 591 6214
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!
Compliance Associate
(818) 206-2908
B.S. in business administration; emphasis on finance, real estate and law, California State Polytechnic University, Pomona
To me, wealth means freedom, stability, and security. Wealth provides us with the ability to enjoy a meaningful life where we have enough time and energy to do all the things we like, spend time with our loved ones, and help the people we care about and the causes we care for.
I like the constant exposure to financial markets, economic news, financial planning, and wealth management. As someone who loves helping others and who’s very focused on personal growth, I find myself constantly inspired by Morton’s dedication towards protecting our clients’ wealth, the genuine culture, and the strong focus on employees’ well-being and growth.
I enjoy spending my time in busy and crowded areas. When I was in college, at the end of 2019, I went to Disneyland for 3 days straight, and I got on every single ride there. I was planning to do the same thing with California Adventure in 2020, but the pandemic stopped me.
