Our Team

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

How We Work

With over 50 years of combined experience, our team of seasoned financial professionals brings deep industry knowledge and cutting-edge technology together to deliver tailored financial solutions. We are committed to transparency, integrity, and education—values that have earned us the trust of our clients and a reputation for reliability.

From retirement planning and investment management to navigating modern markets, we provide the insight and tools needed to make confident, informed decisions. Our mission is to empower every client with the knowledge and guidance to take control of their financial future and build lasting security.

Meet Our Team

Sean Morton

Owner | CEO | CIO | Financial Advisor

719-275-2628

sean.morton@maverickwealthadvisors.com

Sean Morton, CEO and CIO of Maverick Wealth Advisors, has 14 years of experience helping clients build wealth and manage risk. With comprehensive financial planning expertise, Sean is dedicated to achieving long-term goals for his clients.

Michael Morton

Owner | Founder | Financial Advisor

719-275-2628

mike.morton@maverickwealthadvisors.com

Mike Morton is a seasoned Financial Advisor and Owner of Maverick, with over 40 years of experience. He helps clients achieve financial independence through personalized guidance and provides support for long-term financial success.

Andrew Palmasano

Chief Operating Officer | Financial Advisor

719-275-2628

andrew.palmasano@maverickwealthadvisors.com

Andy Palmasano, an Investment Advisor with 17 years of experience, is dedicated to helping clients achieve financial freedom. With a commitment to personalized service, he is skilled at providing clients with complete investment advice.

Charles Wanner IV

Client Relationship Manager

719-275-2628

charles.wannerIV@maverickwealthadvisors.com

Charles Wanner, Client Relationship Manager, brings 6 years of customer service experience and a passion for finance. Charles is dedicated to providing excellent service and supporting clients’ needs.