Morris Financial Concepts, Inc.

Nathan White is a CFP® and holds a Series 65 license with five years of industry experience. He joined Morris Financial Concepts, Inc. in 2026 and previously worked at several firms including Coastal Financial Planning Group and Wildes Financial Strategies. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting services. The firm manages investments through customized portfolios primarily using mutual funds and ETFs, and is affiliated with a separate tax and accounting firm to coordinate financial planning and implementation.

Stephen Valley is a CFA® charterholder with 12 years of industry experience. He has been with Morris Financial Concepts, Inc. since 2020 and previously worked at Comprehensive Counseling Services from 2016 to 2019. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm offers customized portfolios primarily composed of mutual funds and ETFs and coordinates financial planning with an affiliated tax and accounting firm.

Dannae Enright is a CFP® and Series 65 credentialed advisor at Morris Financial Concepts, Inc. with one year of industry experience. She has served as president of Be Worthy Bookkeeping, Inc. since 2018, a role involving bookkeeping services. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm emphasizes customized investment portfolios, primarily using mutual funds and ETFs, and maintains an affiliation with an accounting and tax practice.

Kyra Morris is a CFP® with 22 years of industry experience and has been with Morris Financial Concepts, Inc. since 2001. She also serves as president of Morris Tax Planning, LLC, which provides tax preparation and bookkeeping services to some advisory clients. Morris Financial Concepts, Inc. serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, pension consulting, and sponsors a wrap-fee program, with investment management delivered through customized portfolios using mutual funds, ETFs, and select private funds.

I am a fee-only flat-fee Certified Financial Planner® and a Certified Exit Planning Advisor®. I'm also working toward my Retirement Income Certified Planner® designation. My passion and specialty are income planning for retirement, whether at a "normal" retirement age or for an early retirement. Our services include comprehensive financial planning, which feeds into income planning and tax-smart distributions. We help our clients maximize the lifetime enjoyment of their money so they don't run out in retirement but also don't leave more than desired in their estate. While I don't focus only on business owners, my experience starting and selling businesses helps me better understand business owners' planning needs, challenges, and opportunities. Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win. https://maximizeyourmoney.com/intro/

James Morris is a financial advisor at Morris Financial Concepts, Inc. in Mount Pleasant, SC, with 10 years of industry experience. He holds the Series 65 designation and has been with Morris Financial Concepts since 2014. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, delivering investment management through customized portfolios primarily using mutual funds and ETFs, and coordinates planning with an affiliated tax and accounting firm.

Mimi Huss is a financial advisor at Morris Financial Concepts, Inc. with a Series 65 designation and four years of industry experience. Prior to joining Morris Financial Concepts in 2019, she worked at Palmetto Veterinary Hospital and the Church of the Holy Cross. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, with investment strategies primarily focused on customized portfolios using mutual funds and ETFs.

Barbara Fallon is a financial advisor at Morris Financial Concepts, Inc. with one year of industry experience. Prior to joining the firm, she worked seven years at the Federal Bureau of Investigation. Outside of her advisory role, she is involved in residential real estate as a landlord. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients by offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm uses customized portfolios built mainly with mutual funds and ETFs and coordinates financial planning with an affiliated tax and accounting practice.

Andy Li is a Series 65-licensed financial advisor at Morris Financial Concepts, Inc. with one year of industry experience. His prior work includes positions at Endurance Planning Group and New China, as well as periods of full-time education at the University of Georgia. Morris Financial Concepts serves individual investors, small businesses, retirement plans, and various institutional clients, offering financial planning, portfolio management, and pension consulting. The firm employs customized portfolios primarily using mutual funds and ETFs, coordinates financial planning with an affiliated tax and accounting practice, and sponsors a wrap-fee program for qualified participants.