Michael H. Morris
Founding Principal & Chief Executive Officer
The Team
Deep expertise. Genuine care.
Our team brings decades of experience to every family we serve and takes the time to understand what matters most to yours.
Founders
John Suddeth Jr., CFA
Founding Principal & Chief Investment Officer
Investment Team
Kent Cheesborough
Principal & Portfolio Manager
Isaac Codrey, CFA
Principal & Portfolio Manager
Greg Debski, CFA
Principal & Portfolio Manager
Wyatt Russo, CFA
Principal & Portfolio Manager
Makenzie Falduto
Investment Analyst
Austin Herzer
Investment Analyst
Advisory Team
Kerry Geroy, CTFA
Principal & Client Advisor
Sara Perkins
Principal & Client Advisor
Juan Botero
Client Advisor
Matt Oleksak, CFP®
Client Advisor
Service Team
Kelly Walker, CFP®
Principal & Chief Compliance Officer
Leann Caprio
Client Services Officer
Meri Strapp
Client Services Officer
Amy Tancreto
Operations Officer
Vero Beach Team
Andrew Hartline, CFA
Principal
David Griffis, CFA
Principal
Jim Davis, CFP®
CLIENT ADVISOR
Henry Venker
Investment Analyst