LifeBranch Wealth Partners

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Team photo for LifeBranch Wealth Partners
Team photo for LifeBranch Wealth Partners

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Advisors

Morgan Nichols

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of LifeBranch Wealth Partners
Visit Morgan Nichols's website

Michael Sonne Felker

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Sonne Felker's website

Marshall L Felker

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Marshall L Felker's website

Jennifer Duncan

CRPC, APMA

Financial Advisor

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Bryan Urbach

Financial Advisor

Visit Bryan Urbach's website

Morgan McDonell

Associate Financial Advisor

Visit Morgan McDonell's website


Team

Molly Harper

Molly Harper

Client Service Manager

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Science, Family Financial Management, 2005, Virginia Tech
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Amber Castleman

Amber Castleman

Client Service Manager

Amber Smith

Amber Smith

Client Service Coordinator

Amie Stapleton

Amie Stapleton

Assistant

Anna Villani

Anna Villani

Office Manager

Connor  Frye

Connor Frye

Paraplanner

Emma Robison

Emma Robison

Marketing Specialist

JP Grafa

JP Grafa

Business Development Director

Katlynn Aquino

Katlynn Aquino

Client Concierge

Nancy Goodman

Nancy Goodman

Event Planner

Personal Intro

Grapevine, TX Office

Qualifications

  • Associate of Science, Secretarial Science, 1979, John Brown University
  • Bachelor of Applied Arts & Sciences, Vocational Office Education, 1989, University of North Texas
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