Embark Financial Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Embark Financial Advisors
Team photo for Embark Financial Advisors

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Advisors

Advisor photo for Robyn Morton

Robyn Morton

MS, CFP®, CEPA®, APMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Robyn Morton's website
Advisor photo for Kimberly Bourland

Kimberly Bourland

BFA, CRPC

Financial Advisor

Founder of Embark Financial Advisors
Visit Kimberly Bourland's website
Advisor photo for Scott Mulloy

Scott Mulloy

CRPC

Financial Advisor

Visit Scott Mulloy's website


Team

Olivia Hunt

Olivia Hunt

Operations Manager

Moira Montgomery

Moira Montgomery

Paraplanner

Michelle Morehead

Michelle Morehead

Investment Manager

Nick Hernandez

Nick Hernandez

Financial Planning Specialist

Terri Bogley

Terri Bogley

Financial Planning Assistant

Rahul Mutreja

Rahul Mutreja

Operations Specialist

Neha Kumari

Neha Kumari

Client Service Specialist

Ajinkya Kobal

Ajinkya Kobal

Data & Reporting Senior Analyst