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Your Team

About Us 
Your Dedicated Team

At Mountain View Strategic Wealth, we are committed to providing you with personalized, disciplined financial planning through our Total Life Compass™ process. Led by John S. Morgan, AIF®, APMA®, our President and Chief Investment Officer, our team integrates strategic financial expertise with evolving strategies designed to navigate an ever-changing landscape—including tax law updates, IRA distribution regulations, and rising healthcare costs.

With a collaborative approach, your financial plan is crafted by a team that includes an Accredited Portfolio Management Advisor℠ (APMA®), a CERTIFIED FINANCIAL PLANNER® (CFP®), and an experienced estate planning attorney—all working together to help you achieve your long-term financial goals with clarity and confidence.

Our team of professionals has over 50 years of experience in financial services and can help you address your needs of today and for many years to come. We are ready to serve you and look forward to working with you and your family.

“My family’s roots in the Hudson Valley go back three generations. I was taught to strive to make our community stronger and to be a good neighbor. Mountain View Strategic Wealth embodies this philosophy—in how we serve our clients, but also through our support of local charities.”

- John S. Morgan, AIF®, APMA®, President and Chief Investment Officer

Award-Winning Financial Professionals

Great financial results are accomplished by dedicated professionals. Here at Mountain View Strategic Wealth, we are proud to include certified and award-winning financial professionals who are at your service, waiting to assist you. Your financial success is our success.

Client Centered

Below are only some of the achievements and accolades received by the experts at Mountain View Strategic Wealth:

Get To Know The Team

John Morgan

John S. Morgan, AIF®, APMA®

President, Chief Investment Officer

Preparation for my career in investment management and financial planning began at an early age. Both of my parents grew up in the shadows of the Great Depression, and both of their fathers passed away when they were very young....
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Brian Geary

Brian S. Geary, Esq.

Director of Planning

My contribution to the Mountain View Strategic Wealth, LLC team is through working with our Advisors to design a comprehensive plan to help you achieve your long-term financial and estate planning goals. My legal background, combined...
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Ray Hickson

Ray Hickson MBA, CLTC

Insurance Design Consultant

I am happy to be working with the Advisors at Mountain View Strategic Wealth, LLC. I have spent the last 25 years educating, advising, and planning with clients on their life's risks, dedicating my experience and expertise to designing...

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Christine Tama

Christine Tama

Client Center Administrator

I became the Client Center Administrator at Mountain View Strategic Wealth, LLC to continue my financial services career in the Hudson Valley, my home for the last 20 years. In previous roles, I count myself fortunate to have served...
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Are You Ready? 
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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