My goal is for my clients to look back and say that working with our team was the best financial decision they ever made.

I took a pretty unconventional road to arrive where I am. I grew up on a farm in Upstate New York, before leaving for Hamilton College. I then spent five years teaching outdoor education across the country, and settled in Portland in 2009, earning a MAT from Lewis & Clark College, before going on to teaching middle school social studies for five years.

I made the transition to helping adults with their financial planning because I wanted to help people feel empowered about their futures. I understand that money is not the end-all be-all, but I also know that when people feel good about their futures they are free to be their best selves.

When my wife became a PA I saw firsthand the challenges that face healthcare professionals and their families. We were separated while she was in school, had to work through the student loan she took on, and have to work through the intense emotions involved with working in the emergency department. I decided to make helping healthcare professionals, and other helpers, the focus of my practice. We help manage student debt while balancing the needs to save for the future and have fun today. I love that I can sit across the table from my clients and empathize with the stress they and their families go through both in school and once they are out helping others.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Steve Morris

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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