Our Team

Glenn Morris

CFP®, CPA, MBA

Glenn Morris began his career in finance as a CPA after graduating from Loyola University, New Orleans. His experience as a CPA eventually led to a management position in the financial division of Lykes Brothers Steamship Co., a...

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Kathy Morris

Also a native of New Orleans, Kathy worked her way through college as a nursing technician, earning her Bachelor of Science in Nursing from Louisiana State University in 1985. She served twelve years in hospitals and home care as a...
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