Who we are

With decades of combined experience in complex financial planning, our team provides the high-level technical expertise required to support the unique wealth structures of Procter & Gamble professionals and high-net-worth families.

experience that matters

Meet your wealth team

Brad Morgan, CFP. Founder of Beyond Wealth Partners

Brad Morgan, CFP®

Founder, Managing Director

Keith Hamberg, CFP

Keith Hamberg, CFP®

Managing Partner

Nate Kunkel, CFP

Nate Kunkel, CFP®

Principal Wealth Advisor

Hunter Cloud, CFP, CPA. Advisor at Beyond Wealth Partners

Hunter Cloud, CFP®, CPA

Principal Wealth Advisor, Tax Advisor

Nate Kunkel, CFP

Tim Gerard

Business Development Representative

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Our institutional support team

Beyond Wealth Partners is a part of the Savvy Advisors network, providing our clients with dedicated investment operations and centralized support services.

Hillary Peterson

Hillary Peterson

Client Services Manager

Anshul Charma

Anshul Sharma

Chief Investment Officer

David Gao

David Gao

Investment Operations Manager

Paul Criscitiello

Paul Criscitiello

Investment Operations Manager

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Our work continues after the plan is created.

Beyond Wealth Partners provides ongoing support—coordinating with your CPA, estate attorney, and other trusted professionals with transparent communication and integration of financial decisions.


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