Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.

Marrk Morgan

Certified Wealth Strategist

Marrk is a Certified Wealth Strategist® and has been offering a full range of financial planning services for over 31 years. His goal is to offer only the best comprehensive financial planning and wealth mangement and retirement planning for each individual, family, and business needs.

Daniel D. Porter

Certified Wealth Strategist

Dan is a Certified Wealth Strategist® and has been a registered investment advisor representative for over 31 years providing financial knowledge, products, and solutions for individuals and businesses, specializing in all areas of financial planning, wealth management, and retirement planning.