Team Dennis Morton Jr., CFP®, ChFC® Founder and Principal Kathryn M. Brown, CFP®, ChFC® Founder and Principal Cody Demmel Financial Advisor Patricia J. Gundling Director of Operations Madlen J. Miller Director of Marketing and Analytics Karen A. Garrison Client Service Associate Eric Stein, CFA Co-Chief Investment Strategist Mario Nardone, CFA Co-Chief Investment Strategist 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
