Escalade Financial Partners

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Escalade Financial Partners
Team photo for Escalade Financial Partners

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Advisors

Advisor photo for Dave Moritz

Dave Moritz

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Dave Moritz's website
Advisor photo for Dakota Bramhall

Dakota Bramhall

MST

Financial Advisor

Visit Dakota Bramhall's website


Team

Tracy Morasco

Tracy Morasco

Paraplanner,

Client Service Specialist

Qualifications

  • Series 7 and 66 securities licensed
  • CO Life and Health Licensed
  • With Ameriprise since 1998

Roles & Responsibilities

  • Planning Assistant
  • Client Service
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Jennifer Conrad

Jennifer Conrad

Client Relationship Manager,

Office Manager