Get to know our leadership team

Leadership at the Gilbert office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Joe Morris

Joe Morris

CFP®, CLU®, ChFC®

Managing Director

Joe Morris and his team have been serving clients for over 20 years. They work with affluent families all over the country. They help their clients define what financial success means to them. They work together to create a plan and most important to follow through on making that plan come to life.
Photo of Financial Advisor Brandon Decker

Brandon Decker

Financial Advisor

Get to know our advisors and representatives.