Charleston, SC

Ms. Morris began her financial planning career in 1983, earned her CERTIFIED FINANCIAL PLANNER® certification in 1986, and founded Morris Financial Concepts. She is committed to the development of true financial planning as a profession. Ms. Morris was one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985, and from 1993-1997 she served in a national position on this board. From 2000–2004, she served on the governing board for the CFP Board of Standards, during which time Ms. Morris joined the US TAG team for the development of financial planning as an international ISO standard. Ms. Morris speaks at conferences both in America and abroad.

Ms. Morris values all individuals and seeks to create empowered, abundant lives using her ability to correlate a person's desires with their overall resources. Her goal is to integrate her clients' core values and life goals into financial planning and investment strategies tailored to their particular needs and circumstances.

Ms. Morris has her own empowered, abundant life with her husband, Rob; three sons: Tucker, Bobby, and Gable; and four grandchildren. She is a 4th degree black belt in karate and participates in sprint triathlons and half marathons. She also enjoys exploring the world through food and travel.

Growing up around a financial planning firm gave Tucker in-depth knowledge of the business and early exposure to the world of financial planning. At the age of 15, Tucker implemented the firm's electronic portfolio management system. During college, he helped with everything from bookkeeping to managing information technology.

In 2005, Tucker graduated from the College of Charleston with a B.A. in philosophy and a minor in economics. After spending some time in law school, Tucker chose to follow his passion and change careers to information technology. Though he enjoyed his time working for the electronic medical record company Epic, the cold Madison, Wisconsin climate didn't compare to the sunshine of his hometown, Charleston, South Carolina. 

He's always had a passion to help others, and since joining the Charleston team in 2014, he's discovered an opportunity to serve through financial planning. He also volunteers teaching technology classes in local high schools through the Microsoft TEALS program. A proud father of two, Tucker spends his free time gaming, from Dungeons & Dragons to other board games.

Brad brings over eight years of experience as a financial advisor, complemented by nearly three decades of business ownership and leadership. Earlier in his career, he founded, grew, and successfully sold a business. Following that, he coached other business owners on enhancing the value of their companies and preparing for negotiations and eventual sales. This unique perspective has proven invaluable in his work with clients who are themselves business owners, since he has personally navigated both the opportunities and challenges they face.

Brad holds three highly regarded professional designations. As a CFP® professional, he is committed to delivering comprehensive, fiduciary-based planning across all aspects of a client's financial life. His Certified Exit Planning Advisor (CEPA®) designation allows him to guide business owners in maximizing business value and succession planning. As a Retirement Income Certified Professional® (RICP®), he helps clients design income strategies that support a secure and fulfilling retirement.

Brad and his wife have called Mount Pleasant home for the past fourteen years, where they've built a wonderful life together. Family is at the center of everything Brad does, and much of his free time is spent enjoying life with loved ones — including their golden retriever, Daisy Mae, who ensures there is never a dull moment in their household.

Brad partners with business owners preparing for succession, retirees seeking sustainable income strategies, and families who want clarity and confidence in their long-term financial planning.

Mimi joined the Charleston team in 2019 and works closely with clients to understand their financial goals and personal history. She derives pleasure from getting to know each client, and helping develop strategies to meet their goals is what Mimi enjoys most.

Mimi graduated from the University of Wisconsin with a Bachelor's in Business Administration with an emphasis in Marketing. After graduation, she worked for Bank of Montreal (formerly M&I Bank) within the Institutional Trust Services division supporting the sales staff and later as a marketing analyst for their Strategic Accounts division. Mimi is currently studying to earn her Chartered Financial Consultant (ChFC) designation.

In her free time, Mimi enjoys spending time with her three children at the beach, walking her Pyrepoo Goose, cooking for friends and watching the Wisconsin Badgers and Green Bay Packers during football season.

Barb came to the Charleston team in 2024 as a career changer after nearly 12 years in various capacities with the Federal Bureau of Investigation.

Barb graduated from Cornell University with a BA in Chemistry & Chemical Biology followed by two master's degrees from Michigan State University in Pharmacology & Toxicology and Forensic Science. While interning with the FBI during graduate school, Barb worked closely under a forensic accountant for several years. Most recently, she worked cases and testified as a forensic examiner specializing in the microscopic analysis of trace evidence. Her natural attention to detail, curiosity, and passion for asking questions have helped her thrive both in forensic science and financial planning.

Barb's interest in personal finance blossomed during a research scientist position with the FBI. Out of school and wondering what to do with her first "real" paycheck, she stumbled onto the Financial Independence, Retire Early (FIRE) community. As Barb learned how to more closely align her spending with her values, the metaphorical fire was lit under her to help others achieve the same stability, autonomy, and fulfillment that she started experiencing.

In April 2026, Barb became a CERTIFIED FINANCIAL PLANNER® professional, having completed the education, experience, exam, and ethics requirements for this respected credential. In her free time, she enjoys trips to Sullivan's Island, exploring the Lowcountry, spoiling her two cats, traveling with friends, and scuba diving.

Barb is passionate about sharing financial freedom with folks in nontraditional family and relationship structures and other underrepresented or marginalized communities. In addition to diving into the numbers, Barb greatly enjoys facilitating conversations about how our emotions around money influence the significant relationships in our lives.

As the son of parents who immigrated to the United States seeking better opportunities, Andy grew up with a deep appreciation for the value of hard work and financial wisdom. His upbringing inspired him to explore ways to help his family and others build a secure financial future.

Andy's passion for financial planning took shape during his college years, when a Personal Finance class ignited his interest in helping others navigate their financial lives. He graduated Summa Cum Laude from the University of Georgia, earning both a Bachelor of Science in Financial Planning and a Master of Science in Behavioral Financial Planning.

Having passed the CERTIFIED FINANCIAL PLANNER® exam, Andy is currently completing the experience hours required to officially use the CFP® certification. He joined the Charleston team in 2024 as the second Financial Planning Resident and is dedicated to combining his education and practical experience to empower clients in achieving their financial aspirations.

Outside of work, Andy enjoys immersing himself in the worlds of fantasy and science fiction novels. These literary adventures not only spark his creativity but also provide a refreshing balance to his detail-oriented profession.

Andy is passionate about understanding each client's story and aspirations. He believes that by helping clients explore their relationship with money, they can make financial decisions that truly reflect their values and priorities.

Adriana joined the our team in 2024 where she helps manage the daily operational flow of the firm with precision and care. Her proactive approach to client servicing and internal processes reflects her deep commitment to excellence and reliability.

She holds a Bachelor’s degree in Psychology from American Public University and a Master’s degree from The Citadel. Previously, Adriana served as a Program Administrator at Increasing H.O.P.E., supporting financial education and empowerment initiatives. She also worked as a Lead Care Coordinator in the Child First Program at Bridgeport Hospital, part of Yale New Haven Health, where she helped families navigate complex care systems with compassion and clarity.

Adriana brings a thoughtful, people-centered lens to every aspect of her work, shaped by her experience in both nonprofit and healthcare settings. She is bilingual in English and Spanish, and is passionate about making communication resonate emotionally and culturally—especially for families and communities navigating complex systems.

Outside the office, she enjoys gardening, baking, outdoor adventures, and spending quality time with her family.

Bart joined the Charleston team in 2020, bringing 16 years of investment counsel and investment consulting experience to our firm. His work here focuses on providing detailed investment counsel, education, and guidance and ensuring that investment advice dovetails with wider holistic planning goals. He holds the Chartered Financial Analyst (CFA) designation, one of the most widely recognized investment credentials in the world.

Bart earned his B.A. in Economics from Cornell University in 1994 and his Chartered Financial Analyst (CFA) designation in 2003. He also holds multiple graduate degrees in clinical counseling from Clemson University and has worked as a Licensed Professional Counselor (LPC). Bart's broad professional experience has helped reinforce his belief that the best guidance and counsel must be built on listening, on hearing, and most importantly, on understanding.

In his free time, Bart enjoys spending time with his wife Logan, daughter Selah, son Lyman and silver lab Boone. They enjoy exploring new places far and near, easy times with family and friends, and the simple pleasures that each day offers. Originally from the Virginia foothills, Bart also carries a love of backpacking and nature and has explored mountain regions throughout the US and Canada and as far away as Bhutan.

Bart enjoys working with clients to ensure that investment decisions are serving wider financial goals and life aspirations. He works collaboratively to clarify needs and wants, identify and assess risks, and establish and implement comprehensive, individualized investment plans based on each client's unique needs.

Tristan serves as the first point of contact for clients, whether by phone, email, or in person. Known for her warm, professional approach, she is dedicated to creating a seamless and welcoming experience from the very first interaction.

She holds dual bachelor’s degrees from Shawnee State University—a Bachelor of Science in Natural Science (Biology) and a Bachelor of Arts in Psychology with a minor in Criminology—as well as a Certified Personal Trainer (CPT) certification. Her academic background provides a unique blend of analytical thinking and behavioral insight, allowing her to better understand and support client needs.

Previously, Tristan worked in healthcare administration at King's Daughters Medical Center in Ashland, Kentucky, where she focused on patient satisfaction, experience, and employee onboarding. This experience strengthened her commitment to a people-first approach that she brings to every client interaction.

Originally from Kentucky, Tristan relocated to Charleston in late 2025 and has quickly become an integral part of the MFC team. Outside of work, she enjoys reading, cooking, golfing, and spending time with friends and family.