Team profile

Your Success is Our Mission

How We Can Work Together:

  • Provide custom comprehensive financial advice tailored to your short-term, long-term, and life goals.
  • Manage investments and provide solutions to your planning needs.
  • Hold regular meetings to ensure all planning is well coordinated and implemented.
  • Provide access to client events, client newsletter, and market updates.
  • Unlimited access to the LifeBranch Wealth Partners team.

Concierge Services:

  • Maintain copies of documents such as insurance policies, estate planning, legal documents and tax returns.
  • Coordinate with your tax professional and estate planning attorney.

Awards & recognition

  • Morgan Nichols, Forbes Best-in-State Wealth Advisors, 2024
  • Morgan Nichols, Ameriprise Circle of Success, 2022-2023
  • Morgan Nichols, Forbes Best-in-State Next-Generation Wealth Advisors, 2023
  • Morgan Nichols, Forbes Best-in-State Women Wealth Advisors, 2024

Community participation

Lending a hand at GRACE Christmas Cottage, 2022.
Lending a hand at GRACE Christmas Cottage, 2022.

LifeBranch Wealth Partners believes in giving back to the communities it serves. Our commitment to volunteering is about more than just giving away some of our time. It's about lending a helping hand to others and getting back something much more valuable in return.

Our Team Values

Responsive.

(We are client-focused and proactive.)

Dependable.

(Rely on us for keen insights and sound advice.)

Trustworthy.

(Serving clients with honesty and integrity.)

Empowering.

(Fostering more confidence and peace of mind.)

True team effort.

(Clients benefit from our shared experience.)

Our photos

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