Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Craig Morton

Founder, LPL Financial Advisor

(903) 321-2232

craig.morton@lpl.com

Craig Morton is a  Financial Advisor who has been providing financial guidance since 1990. He established Morton Financial Strategies as an independent firm through LPL Financial to ensure that he could provide unbiased advice and...

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Jeff Plesser

Financial Advisor

(903)321-2232

jeff.plesser@lpl.com

Employee Benefits and Personal financial protection specialist. Jeff has spent 20+ years helping companies and individuals across the country protecting corporate and employee financial wellbeing
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Meleaha Morton

Client Service Manager

(903) 321-2232

meleaha.morton@lpl.com

Meleaha spent the last 30 years as the office manager for a busy dental office in Tyler, TX. She was ready for a change and teamed with her husband, Craig, to offer a friendly voice and her top notch customer service skills to Morton...
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