Who are we?
We are a baby boomer from Wall Street and a millennial from Main Street. We embrace, acknowledge, and respect our differences, and together have formed a Think Tank that Executes.
We each recognized the qualities in a business partner we were looking for when we met. We realized that the combination of our unique individual backgrounds and intergenerational partnership would be a powerful and impactful source in our clients’ lives.
“What I am drawn to in Lauren is her high intellect and integrity – someone who is creative, artistic and passionate. She truly has a beautiful mind.”
– Gordon Morse
“I believe Gordon’s skill set and professional background is an obvious complement to mine. Beyond his background, Gordon is incredibly relational, inspiring, ethical, and creative. I’m honored to be his business partner.”
– Lauren Kelley