Mike attended South Salem High School and graduated from Whitman College in Walla Walla, Washington. He began his financial services career interning for his father at Shearson Lehman Brothers where he posted trade books and performed bond portfolio analysis. He joined Smith Barney in 1996, and subsequently partnered with his father and Barbara Milligan. Through many mergers and acquisitions, Mike and the team left in 2012 to follow an independent path and formed Keudell/Morrison Wealth Management.

Mike has served the Salem community through his involvement with South Salem Rotary as a past board member and President, as well as 10 years as a board member for Family Building Blocks.  Mike is an avid outdoorsman and enjoys skiing, snowboarding, hiking, fishing, and hunting. He is married to his wonderful wife, Kim. They have 2 sons and a daughter in the process of leaving the nest for their own adventures.  

Joel began his investment career with Salmon Smith Barney in 2000 (which later became Morgan Stanley Smith Barney) where he remained until 2012. In 2012, Joel and his partners formed Keudell/Morrison Wealth Management. Joel received his Business/Finance education at Western Oregon University. He currently serves on the Board of Trustees for Salem Academy Christian Schools as well as the Salem Academy Foundation Board.

Joel is married to his beautiful wife, Susan, and they have two children. Their son, Asher, is in the 8th grade and their daughter, Mia, is in 6th grade.  Joel and his family enjoy the great outdoors . . . including camping, boating, fishing, beach combing & hiking. Joel’s family also enjoys spending time working in their yard and gardens together. Joel and Susan both grew up on the Oregon Coast in Tillamook, Oregon. Their family attends Salem Heights Church.

Stephanie graduated from Oregon State University with a B.S. in Accounting and International Business. She began her career in 2002 at a regional public accounting firm auditing clients in the financial and healthcare industries. After four busy seasons, Stephanie joined the private sector working for Nike in various accounting and finance roles. She joined Keudell/Morrison Wealth Management in August of 2013 after relocating to Salem.

Stephanie and her husband, Walter, have a daughter, Reagan, and two sons, George & Logan, that keep them busy with various school and sports activities. The most recent addition to the family is an Australian Labradoodle puppy named Adley. In her spare time, Stephanie also enjoys golfing, reading, boating, and traveling.

J. Michael Morelli CFP® is a graduate from Oregon State University with a B.S. in Marketing Research. While attending OSU, Michael was a four-year starter for the A-side Men’s Rugby Team. After college, Michael began his career in the technology sector. He transitioned to financial services in 2019 and earned his CFP® mark in November 2021. Michael and his wife Justine have three sons- Sabby (5), Roman (3), and Levi (1). They are all passionate about music and sports – especially the Beavers!

Max is a graduate of the University of Washington’s business program. As a financial advisor, Max most enjoys being able to help and care for others in very practical ways; retirement planning, healthcare, charitable giving and investment strategies.

Max and his wife, Kylene, are blessed with two wonderful children, Uriah and Macy. Uriah is 9 and enjoys baseball, scooters, bikes and rough housing. Macy is a sweet 7-year-old who loves crafts, puzzles and giving gifts to all her friends. When she’s not chasing children, Kylene volunteers at their school or Bible Study Fellowship in Salem. In his free time, Max enjoys a good spreadsheet, reading the Bible, and visiting the coast or mountains with his family.

Mandy graduated with a B.A. in Political Science/Legal Studies from Western Oregon University, and holds her Series 7 and 66 registrations. Mandy previously worked in Human Resources, including Pension and Retirement Plan Administration, from 1999-2009. After that, she worked as a Licensed Tax Preparer & Bookkeeper before joining Keudell/Morrison Wealth Management in June 2011.

Mandy is a member of the Charles Schwab Technology, Operations & Service Panel, and is an active member of the Regis St. Mary Foundation, Regis St. Mary School Board, and the Regis Athletic Association. Mandy and her husband, Noah, enjoy spending time with their children, Sophia (15) and Andrew (13). In her free time, Mandy likes to visit the Oregon coast, go on waterfall hikes, and spend time with family.

Kendra graduated with a B.S. in Psychology with a minor in Business from Western Oregon University and most recently received her MBA from Southern Oregon University. Kendra worked as a medical scribe in the field of cardiology while completing her undergraduate degree and also volunteered at the Willamette Humane Society in her free time. Kendra enjoys being outdoors, as well as spending time with her husband Cody, daughter Harper, and their dog Bleu.

Autumn has worked in a variety of customer-service jobs throughout the years. Her most recent was as technical support for a practice management software company, where she helped dental offices utilize the software to improve their day-to-day workflow. Autumn has been in multiple management positions and takes great pleasure in collaborating with a team towards a common goal.

Autumn was born and raised in Idaho where her two younger brothers and mother still live. She has lived in Oregon since 2019 and has loved every second of it. Autumn spends her free time bowling, hiking, reading, and chasing around her kittens, Willow & Hazel. She also enjoys going to the Oregon Coast with her boyfriend, Britt, to explore the tidepools and look for agates.

Amy is a graduate of the University of Georgia with a B.A in Economics. She began her career in Atlanta, Georgia as an Operations Assistant with a real estate investment firm. After 5 years of dedicated service to the small family-owned firm, Amy began a lifetime adventure as a new mother and took several years off to raise her three daughters. In 2020, she began her career anew as an Administrative Assistant with a CPA firm in Silverton, Oregon. With the closure of that firm, Amy began at KMWM in October of 2023. She is extremely excited to work with such a wonderful team with whom she shares cherished values.

Amy and her husband, Nathan, moved to the Pacific Northwest in 2015. They have three daughters - Lyda, Emmy & Olive - that keep them very busy with their activities and interests. As a family, they enjoy cooking, hiking, camping, and visiting the coast. Amy’s hobbies and interests include gardening, visiting her family in Georgia, cheering on the Georgia Bulldawgs and volunteering within her community.