Stacey L. McKinnon, CFP®

Stacey McKinnon joined Morton Capital in 2014. She oversees internal and external operations, including the client experience, service offering, marketing and business operations. Stacey graduated from the University of California, Santa Barbara, in September 2007, with Bachelor of Arts degrees in business economics and religious studies. Stacey is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license.