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®, BFA, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of LifeBranch Wealth Partners
Learn more about Morgan Nichols Visit Morgan Nichols's website

Kelly Bays

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Managing Director of LifeBranch Wealth Partners
Learn more about Kelly Bays Visit Kelly Bays's website

Marshall L Felker

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marshall L Felker Visit Marshall L Felker's website

Jennifer Duncan

CRPC, APMA

Financial Advisor

Learn more about Jennifer Duncan Visit Jennifer Duncan's website

Karl Mongold

APMA

Financial Advisor

Learn more about Karl Mongold Visit Karl Mongold's website

Bryan Urbach

Associate Financial Advisor

Learn more about Bryan Urbach Visit Bryan Urbach's website


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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Amber Castleman

Amber Castleman

Client Service Specialist

William  Frye

William Frye

Paraplanner