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Your Family’s Financial Fiduciary

Over the years, we have guided families through each financial stage of life and personal changes of season. They have benefited from our certified planning skills and have appreciated our ability to work with their other professional advisors to create and manage their comprehensive financial plans. But, more importantly, the key to our successful family relationships is that each one is based on a high level of trust established over many years. It would be our privilege to achieve that kind of relationship with you.

Even the best-laid plans can go awry if you’re not working with the right people – advisors with experience and credentials.

Meet Your Team

David T. Morgan, CFP®

Managing Partner

Howard J. Jordan, CFP®

Managing Partner

Kelso K. Huffman

Senior Vice President

Carl Santos-Ocampo, CFP®

Associate Vice President

David T. Morgan

Financial Advisor

Katherine Lauer

Operations Manager

Macarena Rufatt

Client Relationship Associate

An Open & Honest Discussion