How Did We Get Here?

16. How Did We Get From History Major to Financial Advisor? with Dennis Morton


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Meet Dennis Morton—a former history major, band musician, and missile operator who’s now the founder of a financial advisory firm. In this episode, Dennis talks about his winding career path from military life to finance, and shares his hard-earned lessons and stories. Learn how he found his true calling, built a new career from scratch, and used his background in empathy and communication to connect with clients. It's a story of big career changes, family support, and finding purpose.

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Dennis Morton on LinkedIn

Morton Brown Family Wealth

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

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How Did We Get Here?By Jess Bost and Mark Newfield