With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Morgan Nichols

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of LifeBranch Wealth Partners
Learn more about Morgan Nichols

Jennifer Duncan

CRPC, APMA

Financial Advisor

Learn more about Jennifer Duncan

Marshall L Felker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marshall L Felker

Garrett Landon West

Financial Advisor

Learn more about Garrett Landon West

Karl Mongold

APMA

Financial Advisor

Learn more about Karl Mongold


Our 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 Smith

Amber Smith

Client Service Coordinator

Anna Villani

Anna Villani

Office Manager

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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Garry Nichols

Garry Nichols

Client Relationship Manager

Qualifications

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