Our Team

Professional
Michael A. Morrison is a Senior Investment Advisor Representative and Managing Partner at Keudell Morrison Wealth Management. 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.

Personal
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.

Professional
Joel began his investment career with Salomon 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.

Personal
Joel is married to his beautiful wife, Susan, and they have two children. Their son, Asher, is in the 9th grade and their daughter, Mia, is in 7th grade.  Asher and Mia each play three sports, keeping their family traveling all over the Willamette Valley to attend games.  They enjoy spending time in 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. They are members of Salem Heights Church.

Professional
Stephanie Smith is a Senior Investment Advisor Representative and Partner at Keudell Morrison Wealth Management. Stephanie is focused on assisting the next generation, including families and young professionals with investing, saving and planning for the future. 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.

Personal
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.

Professional
J. Michael Morelli CFP® is an Investment Advisor Representative and Partner at Keudell Morrison Wealth Management. As a Certified Financial Planner, Michael takes a holistic, goals-based approach when helping his clients meet their investment needs both for now and in the future. Michael graduated from Oregon State University with a B.S. in Marketing Research. He began his career in the technology sector before joining Keudell Morrison in 2019.

Personal
Michael and his wife, Justine, have three sons – Sabby (7), Roman (4), and Levi (2). They are all passionate about music and sports – especially the Beavers! When they aren't out at a baseball or football field around Salem, they spend their time up at Detroit Lake.

Professional
Max is a Senior Investment Advisor Representative and Partner at Keudell Morrison Wealth Management. As a Certified Financial Planner, Max most enjoys being able to help and care for others in very practical ways; retirement planning, healthcare, charitable giving and investment strategies. Max is a graduate of the University of Washington’s business program.

Personal
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.

Professional
Kurt is a graduate of Linfield College with a degree in accounting. While attending Linfield, he was a part of the baseball program. After college, Kurt worked in public accounting and spent a few years teaching. Now he is obtaining his CFP® mark as he begins his career in the financial services industry.  In his role at KMWM, he will assist the operations team as well as provide support to the advisors to ensure clients are given excellent service.
 
Personal
Kurt and his wife, Kate, have a newborn son, Beckham.  Kate is a nurse on the mother/baby unit at Salem Hospital. In their free time, they enjoy traveling, going on walks with their two Australian Labradoodles, as well as cheering on the Beavers and Mariners.

Professional
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.

Personal
Mandy is a member of the Charles Schwab Technology, Operations & Service Advisory Panel. She is also an active member of the Regis St. Mary Board of Directors, and the Regis Athletic Association. Mandy and her husband, Noah, enjoy spending time with their children, Sophia (16) and Andrew (15). In her free time, Mandy likes to visit the Oregon coast, go on waterfall hikes, and spend time with family.

Professional
Kendra is the Technology Director and Compliance Associate at Keudell Morrison. She overseas all technology-related issues and system innovation working closely with third-party vendors to manage IT strategy and information security for the firm. 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.  

Personal
Kendra enjoys spending quality time with her family and walking the trails at the local dog park with her dog, Bleu.

Professional
Amy Marsh is a Client Service Associate at KMWM.  In this role, she assists our financial advisors in executing the financial & operational needs of our clients.  Prior to joining KMWM, Amy worked in administrative and operational roles for a CPA firm and Real Estate Investment firm.  These roles provided her with the opportunity to refine her customer service and organizational skills, contributing significantly to her professional development.   

Personal
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 the girls’ activities and interests. As a family, they enjoy cooking, exploring Oregon, and cheering on the Georgia Bulldawgs. Amy enjoys spending her free time volunteering in the community.

Professional
SheaLynn is a Client Service Associate at KMWM. In this role, she provides a wide variety of administrative tasks to ensure smooth business operations. SheaLynn assists clients with inquiries, opening accounts, and ensuring their needs are met efficiently and effectively. Prior to joining KMWM, SheaLynn was a skilled banking professional for 10 years. Her experience in banking involved driving revenue, ensuring exceptional customer service, and fostering team development through coaching and leadership.

Personal
SheaLynn enjoys creating memories with her family, thrifting, and exploring the beauty of Oregon.

Professional
Kiara is a Client Service Associate at KMWM. In this role, she provides essential support in client services, ensuring a smooth and efficient experience for clients. Kiara helps manage various administrative tasks, allowing the team to deliver exceptional service. Before joining KMWM, Kiara earned her bachelor's degree in business administration with a concentration in marketing from Western Oregon University. Her academic background, paired with her passion for client relations, enables her to contribute effectively to the team's success.

Personal
Kiara enjoys traveling, running, spending time with family, and being outdoors.