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About Us

What We Do 
A Partner On Your
Life Journey.

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About Us 
A Team That
Understands
You

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Meet The Team 
Who You’ll Be Working With

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...
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...
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....
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...

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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