Embark Financial Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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