Community Involvement

I am a firm believer that we all need to do what we can to leave the world a better place than we found it. Doing the work I do gives me an amazing opportunity to give back, not just through helping my clients be their best selves, but by giving me a lifestyle where I can pursue my passion for helping others.

I recognize that I live an incredibly privileged life, and am luckier than most people on this planet. The focus of my work as a financial planner is to help my clients live their best lives, and I put an emphasis on helping people who are doing great things for the world, whether they are teachers, healthcare professionals, work in non-profits, or are generally generous with their time and giving.


Every January my wife, who is a PA, and I travel to Jordan to volunteer in refugee camps. I previously served as Vice-President on the Board of TriTeam PDX, a triathlon team built around supporting athletes new to the sport. I currently volunteer with the Boys & Girls Club of America, helping kids prepare for life beyond school.

I also believe that the work I do should help more than just my clients. To that end I partner with local charities, and each year we will give a portion of our business profits to help these amazing charities. Our partners will be announced in February 2018.

Steve Morris

Financial Representative


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