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.


close

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

View Larger


Our advisors

Advisor photo for Robyn Morton

Robyn Morton

MS, CFP®, CEPA®, APMA®, CRPC

Private Wealth Advisor

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

Kimberly Bourland

BFA, CRPC

Financial Advisor

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

Scott Mulloy

CRPC

Financial Advisor

Learn more about Scott Mulloy Visit Scott Mulloy's website


Our 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