Wealth decisions rarely belong to one person. They reach into spouses, children, aging parents, business transitions, charitable commitments, and the communities that helped make success possible in the first place.
MOR's role is to help clients hold that whole picture together. The work is financial, but it is also relational. That means listening carefully, clarifying tradeoffs, and making room for both values and practicality — and it starts with the people on this page.
Meet the Team
Plans that work inside real households, not just inside spreadsheets.
Thoughtful ways to bring children and heirs into the conversation over time.
Stewardship questions that keep values as visible as returns.
Clarity when retirement, caregiving, liquidity, or loss changes the plan.
Good planning usually has more voices in the room than a balance sheet can show.
Matthew brings nearly 30 years of experience in financial and investment management for high net worth individuals and charitable organizations. He has appeared in Forbes Best-In-State High Net Worth Wealth Advisors* for seven consecutive years and received the FIVE STAR Wealth Manager Award* in twelve of the last thirteen years. He shares these honors with MOR’s clients, recognizing the communication and trust at the heart of their work together.
Philanthropy is central to Matthew’s life. He has contributed more than 2,000 hours of community service, received the International Wings of Hope Foundation’s “Order of the Aviator,” and was inducted into the Rock to the Future Hall of Fame in 2019. His service spans music, cancer-survivor support, humanitarian aviation, and search and rescue.
Reflective of his love for philanthropy, Matthew has logged more than 2,000 hours of community service. Bestowed upon him was the “Order of the Aviator” the highest honor from the International Wings of Hope Foundation, and due to his service to the musical community here in Philadelphia, Matt was inducted in the "Rock to the Future" Hall of Fame in 2019. He was formerly the endowment director for the SAMFund, a young adult cancer survivor fund in Boston, flew as a transport pilot for Mercy Airlift’s Angel Flights and achieved the rank of Major with the Air Force Auxiliary for which he served as a national search and rescue flight instructor. He also served on the Board of Directors for the Northeastern Regional Folk Alliance as well as the Board of Directors for Weathervane Music.
*2007-2014, 2016-2026 Five Star Wealth Manager Award, created by Five Star Professional. The award is presented in November based on data gathered within 12 months preceding the issue date. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Forbes Best In State High Net Worth Wealth advisors, Source: Forbes.com (Awarded Apr 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25.
A Pennsylvania native and Lafayette graduate, Amy brings experience across both large financial institutions and independent wealth management. Her background includes fixed income research, private client service, account management, project management, and corporate training. At MOR, she turns that range into thoughtful operations: creating the structure, follow-through, and attention to detail that allow clients to feel known and the team to serve them well.
Amy lives in Havertown with her husband, their children, Siobhan and Brendan, and their dog, Mookie. She enjoys gardening and baking, serves on her township’s economic development committee, and volunteers with the local rain garden group.
Devin joined MOR in 2022 after working as a financial planner in Providence, where he built personalized plans and investment strategies for clients. He graduated summa cum laude from Johnson & Wales University with concentrations in Finance, Economics, and Investments, and holds the CFA, CFP®, and CRPC® designations. His analytical depth supports a practical goal: helping clients see how taxes, retirement choices, and portfolio decisions connect to the life they want to build.
Outside the office, Devin enjoys exercising, seeking out hole-in-the-wall restaurants, listening to podcasts, and learning about American history. An enthusiastic traveler, he counts Croatia, Copenhagen, and London among his favorite destinations.
Greg grew up in Delaware County and earned a degree in Risk Management with a concentration in Finance from Penn State, where he also played ice hockey. A CFA and CFP® professional, he has worked with families and small business owners to shape financial strategies that are both aspirational and achievable. At MOR, he brings education and collaboration to the planning process so clients can move through complexity with clarity and confidence.
Away from work, Greg can usually be found on the golf course or keeping up with his two young children. He and his wife, Jenna, are devoted movie fans who appreciate a rainy Sunday and a full watch list.
Gabrielle joined MOR in 2023 with a background spanning strategic administration, human resources, and youth and family ministry. A Haddonfield native and Georgetown graduate with a degree in Psychology, she brings an instinct for people and organization to every client interaction. Her work helps make the experience at MOR feel clear, personal, and carefully tended from one detail to the next.
Gabrielle lives in Cherry Hill with her husband, David, and their children, Daniel, Stella, and Leo. She enjoys reading, The Great British Bake Off, Harry Potter, and volunteering at her children’s schools.
Kirsten studied Cultural Anthropology at Rutgers University and earned her teaching certificate from Georgian Court University. Before joining MOR, she taught special education at the high school level. That background shapes the patience, empathy, and clear communication she brings to the client experience, while her work coordinating charitable giving helps clients connect their financial decisions with the causes and communities they value.
Kirsten grew up in central New Jersey and is the mother of two children she considers pretty awesome. She enjoys reading, listening to music, and spending time with friends and family.
Cynthia is a Philadelphia native and Bryn Mawr graduate with a degree in Spanish. Before joining MOR, she supported ultra-high net worth families through onboarding, financial planning, operations, and day-to-day client service. Her experience also includes bilingual retirement planning at Vanguard and client-platform operations at BNY Archer. She brings those perspectives together to help clients feel informed, supported, and connected to the larger purpose behind their plans.
Cynthia lives in East Falls with her partner and their dog. She loves travel, new food, and new experiences, with Guatemala, Spain, and Italy among her favorite places to visit.
Jennifer earned a degree in International Business and Management with a minor in Business Analytics from the University of Tampa. After beginning her finance career at Lincoln Investment, she moved into financial planning, earned the Financial Paraplanner Qualified Professional designation, and continued her work at Passehl Financial before joining MOR. She focuses on plan creation, onboarding, and client service, helping turn complex information into an organized, welcoming planning experience.
A Pennsylvania native now living in Manayunk, Jennifer enjoys reading, tennis, snowboarding, and traveling. France and Spain are favorites, along with anywhere else she can convince friends and family to explore with her.
If any of these are your first point of contact, they’d be glad to hear from you. Reach out and MOR can take it from there.
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