Our team 

Our multi-disciplined team and strategic partners bring a depth of knowledge and talent to all aspects of your financial well-being.
 

● Client ● Partners: Rick Morson Investment Advisor Portfolio Manager, Susan Carson Investment Advisor Portfolio Manager, Stephen Morson Associate Investment Advisor ● Team Resources: Debra Nagel Assistant, Paty Kunzler Assistant, Valerie Holden Assistant Branch Administrator ● Strategic Partners: Richardson Wealth Tax and Estate Planning Team, Your CPA, Attorney and other consultants