Lisa Morgan is a CFP® with 20 years of experience in financial advising. She is currently with Amara Financial, LLC and has previously worked at firms including RW Baird and Janney Montgomery Scott. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed with ETFs and mutual funds, and offers specialized planning in areas such as estate, tax, education, and charitable giving.

Lauren Fortier is a CFP® professional with 11 years of industry experience. She has worked at Amara Financial, LLC since 2020, following previous roles at Brio Financial Group and Ameriprise Financial Services. Fortier holds a Series 66 license. Amara Financial, LLC serves individuals, including high-net-worth clients, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed primarily with ETFs and mutual funds.

Abraham Martinez is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Amara Financial, LLC since 2020 and previously held roles at Brio Financial Group and Ameriprise Financial Services, Inc. Martinez is also a licensed insurance agent for fixed products. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as cost segregation studies and corporate-structure analyses.