People First. Portfolios Second.
Planning Always.

You can learn a lot from the stories people tell. Here's a few of our favorites!

Our Story

We're a team of advisors, confidants, problem-solvers and lifelong learners who believe curiosity makes us better at what we do. We believe that great financial advice begins with understanding people, not just portfolios. In our experience, meaningful work and genuine joy go hand in hand, so we make room for both every day!

Our Team

Robyn Morton

Co-Founder - Private Wealth Advisor

MS, CFP®, CEPA®, CRPC™, APMA™

Robyn is a working mom of two, and outside of the office, she can usually be found carting kids around to practice or volunteering within her community. Over time, she has become a pro at simplifying and organizing the complex. Combine her passion for educating and empowering clients plus over 20 years of experience as a financial planner, and you get an advocate who leads with love. Whether it’s her family, her clients, or our team, Robyn makes sure that everyone around her has the tools they need to grow.

Kimberly Bourland

Co-Founder - Private Wealth Advisor

BFA, CRPC™

Kim’s 20 years in the financial planning industry plus her knack for making connections gives her the dynamic ability to meet clients exactly where they are, and help them get somewhere they wouldn’t on their own. She can read between the lines and get to the heart of the matter quicker than anyone we know! And she still finds a way to make sure nothing slips through the cracks. Kim is equal parts heart and precision, which means that her clients, her family, and our team are always in good hands.

Nicolas Hernandez

Financial Advisor

With a degree in financial planning and almost 10 years of industry experience, Nick has a service-first mindset when working with his clients. As the son of two Colombian immigrants, he grew up appreciating hard work and opportunity. When he’s not spending time with his wife and kids, you’ll probably find him working on his latest woodworking project.

Michelle Morehead

Financial Advisor

To Michelle, clients aren’t just clients; they’re family. And after 26 years as a wealth manager, she has seen it all! Michelle loves big, shows up when it matters, and believes that taking care of people goes far beyond financial planning. Whether it’s game night, taco Tuesday, or a Dallas Stars game, you can bet Michelle will be there with clients-turned-BFFs.