Morris Financial Concepts, Inc., a nationally recognized, fee-only financial planning firm, is pleased to announce an expansion with the addition of three new team members, Dan Callahan, Tiffany Pripeton and Karrie Saboe.
Mr. Callahan joins the Morris Financial Concepts’ team to oversee investment operations. He graduated from College of Charleston’s Business School with a BA in business with a finance concentration and a minor in mathematics. While at the College of Charleston he was active in the investment club and he currently plans to further his education by obtaining the Certified Investment Management Analyst (CIMA®) designation. He participates in the community as a member of the Green Team in the Old Village Mount Pleasant and is a member of Charleston Young Professionals.
Ms. Pripeton enjoys a position with Morris Financial Concepts as a financial planner. Morris Financial Concepts’ holistic approach to caring for its clients is important to her. In 2010 she interned at Permanent Value, a financial planning firm in San Diego, California. As a top ranked student, she graduated with an Honors Scholar degree and a B.S. in Business from Virginia Tech in Blacksburg, Virginia and completed the Certified Financial Planner (CFP®) Board-Registered Program, as well as a minor in psychology. She is currently pursuing her CFP designation, and is a committee member with the Charleston Young Professionals.
Ms. Saboe, CPA, brings 15 years of experience in tax and accounting roles to Morris Financial Concepts. She received her bachelor’s degree from Furman University and studied accounting at the College of South Carolina. Outside of work, Saboe spends her time with her family, boating, playing tennis, cycling and swimming.
Morris Financial Concepts, Inc. is a nationally recognized, fee-only financial planning firm located in Mt. Pleasant, South Carolina founded in 1987. The firm does not accept commissions or compensation related to the products and services they recommend. Their counsel is based solely on what they consider best for each client, believing that by identifying and aligning their clients’ financial resources, life goals, and core values they will help them achieve an enriched life. Morris Financial Concepts’ mission of holistic financial planning involves the use of time-tested investment strategies, wealth management expertise, and objective advice to craft investment and wealth management plans that are individualized for each client. For more information, visit www.mfcplanners.com.