Our Team

Founder Morris Shank Wealth Management, 1992
Financial Planning Association, active member since 2012
Integrated Financial Group: The Brain Trust, member since 2006
Bachelor of Science in Business Administration, Accounting Emphasis, University of Missouri-Columbia
Alzheimer’s Association, volunteer
Harambe Youth Training, Economic Empowerment Mentor
Committed to sharing time and resources with boots-on-the-ground ministries and charities
Long-time boater and devoted basketball fan
Outside the office, Morris enjoys an active family life with his summer sweetheart, and wife of over thirty years, Mary, and their two grown sons, Mason and Nicholas

Financial Advisor, 2023 to present
The University of Missouri Certificate in Personal Financial Planning, course completion 2025
ATA Martial Arts, Chesterfield, Founder and Owner, April 2006 to present
ATA International Instructor of the Year, 2023
7th Degree Black Belt Senior Master Instructor, 2022
ATA International Business Council, member and mentor since 2018
Bachelor of Science in Business Administration, University of Missouri-Columbia
Long-time boater and fan of all sports
Morgan values authentic family time with his wife, Janice, of 15 years and their three kids, Olivia, Jonathan and Marzden. They enjoy outdoor adventures and celebrate great food experiences. From food trucks to fancy meals, they believe breaking bread together brings family from the busyness of individual lives back into community.

BFA in Theater from Roosevelt University
Working with Morris Shank Wealth Management since 2017
Involved in live improv comedy
Lifelong boater and diehard baseball fan
Outside the office, Nick enjoys exploring the great outdoors with his partner, Brooke, and their dog, Queenie.

Client Experience Coordinator 2013
Outside the office Lisa enjoys spending time with her two boys, husband Mark, and working with her garden and pond.