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Our Team

How We Work

How We Work

As a team of financial professionals, we pride ourselves on utilizing technology and leveraging our combined 50+ years of experience to provide our clients with the best possible financial solutions. Our commitment to transparency has earned us a reputation as a trustworthy and reliable source for financial advice. Educating our clients is key to helping them pursue their financial objectives with confidence. Whether it’s creating a retirement plan, managing investments, or navigating complex tax issues, we have the expertise and technology to help our clients make informed decisions and achieve their financial goals. Our goal is to empower our clients with the knowledge and tools they need to take control of their finances and build a secure financial future.

Our collaborative team approach enhances the quality of our work and delivers greater value to our clients.

Meet Our Team

Sean Morton

Owner | CEO | CIO | Financial Advisor

719-275-2628

sean.morton@maverickwealthadvisors.com

Meet Sean Morton, a qualified and knowledgeable Investment Advisor Representative, serving as the CEO and CIO of Maverick Wealth Advisors. With over 12 years of experience in the industry, Sean has a deep understanding of the financial...
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Michael Morton

Owner | Founder | Financial Advisor

719-275-2628

mike.morton@maverickwealthadvisors.com

Meet Mike Morton, a seasoned professional in the financial industry, with over 40 years of experience and a passion for helping clients achieve financial independence. Since 1980, Mike has been guiding clients through the complex world...
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Andrew Palmasano

Chief Operating Officer | Financial Advisor

719-275-2628

andrew.palmasano@maverickwealthadvisors.com

Meet Andy Palmasano, an Investment Advisor Representative with a passion for helping his clients grow their wealth with ultimately achieving financial freedom. Before becoming an investment advisor, Andy spent over a decade working in...

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Rachel Vertrees

Client Relationship Manager

719-275-2628

rachel.vertrees@maverickwealthadvisors.com

Meet Rachel Vertrees, a Client Concierge with over 8 years of customer service experience. Before coming to Maverick Wealth Advisors, Rachel worked in the tourism industry where she gained extensive knowledge in customer service,...

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Charles Wanner IV

Client Relationship Manager

719-275-2628

charles.wannerIV@maverickwealthadvisors.com

Meet Charles Wanner, a motivated worker with 6 years of customer service experience. He is dedicated to learning and helping clients as a Client Concierge at Maverick Wealth Advisors. Born and raised in Fremont County, Charles...
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