Team Dennis Morton Jr., CFP,® CHFC® Founder and Principal Kathryn M. Brown, CFP,® CHFC® Founder and Principal Cody Demmel Financial Advisor Patricia J. Gundling Operations Coordinator Madlen J. Miller Director of Marketing and Analytics Finding the Right Partner Not all financial advisors are created equal. Finding the ideal financial partner for you and your family means asking the right questions. questions to ask a financial advisor
