Meet

Steve Morris M.A., CFP®

I am a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.

My wife is a PA who works in the ED and runs her own mental health clinic so I am intimately aware of the stress that medical professionals feel throughout their careers which is why I focus so much on burnout. It is better to have a long happy career than a short stressful one.

In my free time I am usually playing with my two dogs, riding my bike(s), skiing, cooking, or spending time in the woods.

Meet

Steve Morris M.A., CFP®

I am a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.

My wife is a PA who works in the ED and runs her own mental health clinic so I am intimately aware of the stress that medical professionals feel throughout their careers which is why I focus so much on burnout. It is better to have a long happy career than a short stressful one.

In my free time I am usually playing with my two dogs, riding my bike(s), skiing, cooking, or spending time in the woods.

Meet

Steve Morris M.A., CFP®

I am a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.

My wife is a PA who works in the ED and runs her own mental health clinic so I am intimately aware of the stress that medical professionals feel throughout their careers which is why I focus so much on burnout. It is better to have a long happy career than a short stressful one.

In my free time I am usually playing with my two dogs, riding my bike(s), skiing, cooking, or spending time in the woods.

The Personal Side

Financial planning is personal, so we think you should know who we really are.

The Personal Side

Financial planning is personal, so we think you should know who we really are.

The Personal Side

Financial planning is personal, so we think you should know who we really are.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.