Tom Morris joins NatureServe as a Strategic Advisor with a background in business and financial planning.
He earned an undergraduate degree with focus on Economics, Business, and Psychology from UNC in Chapel Hill, NC. Not realizing that would be a perfect background for financial planning, he kept reinventing himself as an executive to create value in 14 high-growth startups. In his spare time while running the IT group for a highly profitable 24/7/365 manufacturing facility (part of a Fortune 20 company), he earned a Duke MBA. In 2005, he decided to start a financial planning practice, garnering his CERTIFIED FINANCIAL PLANNER professional designation three years later. Since then he's accumulated another 7 planning designations, and still attends upwards of 15 conferences and industry events a year: he believes it's an obligation to clients to keep on top of current research, changes in policy, and thought leadership to serve them better and get them to the best possible outcomes.
Tom's 15th Startup is Monarch Financial Planning Partners, a planning firm focused on creating retirement joy. He lives in Durham, North Carolina, the heart of the Research Triangle. He has a wonderful wife of 37 years, Lynn, and in his spare time enjoys skiing, golfing, camping, and spending time with friends and family.
