Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories.

Meet Morgan

Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to WorthPointe looking for a holistic, whole life approach to finance. Here, he works with busy professionals, including doctors and healthcare providers — giving them more than spreadsheets; he’s providing them the chance to sleep better at night and find  balance. At WorthPointe, Morgan has the flexibility of building his career and spending time with his wife and son. A former flight officer, rock band drummer, surfer, and swimmer, he gives his clients the mental freedom to create the robust and diverse lifestyles they dream of.

Meet Joshua

Joshua comes from humble beginnings — and loves the power he has to empower others through the WorthPointe model. Putting integrity first in his outlook on life, Joshua wanted to work for with firm that wasn’t selling products on commission. He has found a home with the fiduciary responsibility model at WorthPointe and enjoys the opportunity to grow with us. He has found so much value in having a team of colleagues with world-class expertise — which allows him to focus on his specialties. Whenever Joshua can, he travels throughout his region, connecting with others and spreading the message of the WorthPointe model and values. Using his endless creativity, he is constantly creating blog posts and e-books to better equip others.

Meet John

John is first and foremost a family man. It’s what drew him to WorthPointe. Thoroughly impressed by WorthPointe’s authentic people-first approach, through our model and investment philosophy, John liked the idea of building real relationships and investing in people and families for the long haul. An entrepreneur at heart, he also appreciated the sophisticated technology and professional relationships — which give him the opportunity to open new territories. Growing alongside the firm, he savors the freedom to take his family to the beach or create new traditions under the Southern California sun.