LifeBranch Wealth Partners

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective objective of helping clients like you meet their financial goals while creating a positive impact for generations to come.

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

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Advisors

Advisor photo for Morgan Nichols

Morgan Nichols

CFP®, BFA, CRPC

Private Wealth Advisor

Chief Executive Officer of LifeBranch Wealth Partners
Visit Morgan Nichols's website
Advisor photo for Jennifer Duncan

Jennifer Duncan

CRPC, APMA®, BFA

Financial Advisor

Investment Manager
Visit Jennifer Duncan's website
Advisor photo for Bryan Urbach

Bryan Urbach

APMA®

Financial Advisor

Visit Bryan Urbach's website
Advisor photo for Connor Frye

Connor Frye

BFA, APMA®

Financial Advisor

Visit Connor Frye's website
Advisor photo for Mark Daniel Cope

Mark Daniel Cope

Financial Advisor

Visit Mark Daniel Cope's website


Team

Jilene Guttenfelder

Jilene Guttenfelder

Operations Director

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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Rachel Moser

Rachel Moser

Executive Assistant,

Marketing Coordinator
Thi Khong

Thi Khong

Client Service Manager

Shelley Rogers

Shelley Rogers

Client Service Coordinator

Erin Zapor

Erin Zapor

Client Service Coordinator

Shelby Jennings

Shelby Jennings

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