Chief Operating Officer, Chief Marketing Officer, Partner
(818) 591 6206
10
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.
Director of Marketing
(818) 209-2953
10
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.
Content Marketing Specialist
2
B.A. in marketing communication, California Lutheran University
To me, wealth means stability, security, and the freedom to prioritize the things that mean the most to me: spending time with my boyfriend and our dog, traveling to visit our families, saving for our first house, and reading my books.
I knew I wanted to work for Morton from my very first interview. I was inspired by the company culture and the willingness to invest in their employees. I love the inclusion and the passion that everyone on our team brings to work every day.
A fun fact that people may not know about me is my passion for reading. I am a speed reader and read approximately 3-4 books a week, which I then review on my book blog. Reading is more than just a hobby for me—I love learning about the world and being inspired by new ideas through books.
Marketing Coordinator
818-206-2921
1
B.A. in integrated marketing communication, minor in multimedia design, Pepperdine University
Wealth means living a holistically rich life where I can freely invest my time and energy in activities, places, and relationships that give me joy. It means uplifting those who may be less fortunate, spending time with loved ones, traveling the world, and making memories I’ll fondly tell my grandchildren about.
The people who make up this organization are kind, understanding, and supportive. I’ve learned that work isn’t about what you’re doing as much as it's about who you're with. I love helping an organization reach their potential by developing creative marketing tactics and functional design with a talented and good-natured team.
I love creating content, whether it’s through writing or making videos! I like creating videos of myself singing/playing instruments, my college experience, and life in general.
