Your Dedicated Team
Kyra H. Morris, CFP®, EA
Kyra began her financial planning career in 1983. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 1986 and founded Morris Financial Concepts in 1987. Mrs. Morris is committed to the development of financial planning as a profession. Kyra was one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985, and from 1993-1997 she served in a national position on the board of the Institute of Certified Financial Planners. From 2000 – 2004 she served on the CFP Board of Standards, which maintains the certification mark and the ethical standards established for CFP® professionals.
Kyra’s accolades include being named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the “Movers and Shakers” in the profession. Ms Morris speaks at many conferences both in America and abroad.
Client Focus: Kyra, through her company and staff, values all individuals and seeks to enrich lives by using her experience and skills in wealth and investment management. Her goal is to integrate her clients’ core values and life goals into successful financial planning and investment strategies tailored to their particular needs and circumstances.
Life Focus: "I focus on my family, my husband, Rob, and our three sons, Tucker, Bobby and Gable. I enjoy exploring the world through food and travel. I am a third degree black belt in karate and focus on staying in shape, mentally and physically."
Dennis M. Patrick, CFP®, ChFC®
Dennis is a Charleston native and a 1993 graduate of The Citadel, where he earned a B.A. degree in history. After graduation, he served on active duty in the U.S. Army as an Artillery Officer for five years before beginning his career in financial services in 1997. Dennis' career has focused on helping clients, as well as other financial professionals, understand and leverage all available financial opportunities. Dennis obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008 and completed the Chartered Financial Consultant (ChFC) designation in 2005. He is a member of the Financial Planning Association and a graduate of the FPA’s prestigious Residency Program.
Client Focus: Dennis works closely with Kyra on all aspects of the planning process, and provides insurance and risk management expertise to our clients’ financial planning strategies. He also assists the firm with business management and compliance oversight.
Life Focus: "I love living in the lowcountry with my wife Sandra, son Paul-David, and daughter Eleanor. We attend Holy Cross Church Episcopal on Sullivans Island and enjoy boating on the local waters."
Elizabeth Ivy, CFP®
Elizabeth graduated from the University of South Carolina in 2003 with a dual bachelors degree in finance and marketing. She brings a background in accounting and banking to her role at MFC.
Client Focus: Elizabeth coordinates and oversees investment account management.
Life Focus: “Outside of work, I enjoy reading and spending time with family.”
Charlie Capasso, CFP®
Charlie joined MFC in 2006 and is a native of Atlanta, GA. Charlie is a 2004 graduate from the University of Vermont, where he earned a B.S. degree in finance. He completed the course work for financial planning at Boston University in September of 2008 and earned his CFP® marks in June of 2009. Charlie is also a member of the Financial Planning Association and a graduate of the FPA’s prestigious Residency Program.
Client Focus: Charlie works closely with Kyra in all aspects of financial planning, investment management, and client relations.
Life Focus: "Outside of the office, I enjoy spending time with my family, my dog Salma-Lou, and my friends. I also love the outdoors and am a sports enthusiast. Inside the office, the way we take care of our clients at Morris Financial Concepts, Inc. allows us to add significant value to their lives, and in doing so, advance the planning profession."
Robert Morris, Jr., Chief Information Officer
After serving in the Marine Corps, Rob majored in computer science at Clemson, married Kyra, and began a 20-year career in information technology at BP/Amoco.
Client Focus: Rob brings those years of experience and responsibility to the management of the firm’s information and investment systems.
Life Focus: “To experience all that life has to offer.”
Sherry Cook, Client Service Manager
Sherry graduated in 1971 from the Medical University of SC with a BS in nursing. She was a homemaker and volunteer before joining Morris Financial Concepts in November 1999.
Client Focus: Sherry works closely with clients and staff to ensure that clients’ needs are met in a timely manner.
Life Focus: “Spending time with family and friends is one of my greatest pleasures.”
Kamakshi Baliga, CPA
Kamakshi is a CPA who has been with the firm since 2002. Prior to joining MFC, Kamakshi worked for a local CPA firm.
Client Focus: Kamakshi deals with tax and financial planning issues for clients.
Life Focus: “My focus is on my family.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.