For 20 years, I have been dedicated to helping my clients reach their financial goals. I have extensive experience in all areas of wealth management and take great care to continually enhance my knowledge base. One of life’s great blessings is to find work that you love and I wake up each day thankful that I found it.My clients have a range of needs, however I specialize in working with high level executives & professionals who are busy juggling their personal and professional lives.My practice is founded on these key principles:- Steady, Unwavering GuidanceI believe in asset allocation and take a long-term approach to investing. I do not buy into the latest investment craze nor promise extraordinary returns. Instead, I seek to build portfolios around your risk tolerance & time horizon that help minimize volatility while maximizing returns given your unique parameters. I constantly monitor your assets but will only make changes when I strongly believe there is a need.- Personalized ServiceYou are not just another account number to me. I take time to learn about your unique story, needs & goals. I am careful in choosing who I work with and limit the number of new clients I take on each year to ensure this level of service. It is this dedication that keeps my clients with me year after year.I welcome the opportunity to learn more about you and explore whether working together would be a good fit. Call me at (630) 457-1300 x.102 or email me at kmorris@veritrustwealth.com to arrange a meeting.*Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910.Veritrust Wealth Management and PSEC are independently owned and operated companies. PSEC is not liable for ancillary products or services offered by this representative or Veritrust Wealth Management.