Our Team
Bryce B Pease, CFP®
Casey L Morris, CFP®
Casey L Morris, CFP®
President, CEO, CCO
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary ®
Chartered Financial Consultant ®
Chartered Life Underwriter ®
After more than 35 years of working for big firms, and then smaller broker/dealers, Bryce became convinced that the best way to serve clients was with a private and
President, CEO, CCO
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary ®
Chartered Financial Consultant ®
Chartered Life Underwriter ®
After more than 35 years of working for big firms, and then smaller broker/dealers, Bryce became convinced that the best way to serve clients was with a private and locally owned company -- so in 2010 he founded Capstone Pacific.
For Bryce, the biggest honor is that he continues to work with clients from his first few years in the business. In his free time he enjoys travelling, playing racquetball and spending time with his wife of 47 years, his two daughters and his grandchildren.
Casey L Morris, CFP®
Casey L Morris, CFP®
Casey L Morris, CFP®
cmorris@capstonepacificinc.com
Vice President
CERTIFIED FINANCIAL PLANNER™
Casey has had a long time interest in the business. She brought her passion for investing, financial planning and helping others to our team over 15 years ago. Casey has brought a fresh perspective to an established clientele.
As Bryce's daughter, Casey is a second g
cmorris@capstonepacificinc.com
Vice President
CERTIFIED FINANCIAL PLANNER™
Casey has had a long time interest in the business. She brought her passion for investing, financial planning and helping others to our team over 15 years ago. Casey has brought a fresh perspective to an established clientele.
As Bryce's daughter, Casey is a second generation financial planner. She helped him launch Capstone Pacific and intends to carry on the family business long into the future.
She has become a regular speaker at various federal agencies on the topics of the federal benefits program and financial planning. She enjoys the opportunity to educate people both in a classroom setting as well as in individual meetings. Casey is also a member of the Financial Planning Association of Orange County.
When not working, Casey enjoys playing soccer, spending time outdoors and traveling in the camper with her husband and their dogs.
John Morris
Office Staff
Office Staff
John, Casey's husband, is the newest member of our team. He joins the firm with almost 20 years of experience in education and running a successful athletic program. He decided to trade in the X's and O's on the court for the ones with investment analysis.
John brings to Capstone his strong work ethic, ability to manage a team, and his competitive nature.
Office Staff
Office Staff
Office Staff
For over 30 years Cheryl, our operations manager, has been responsible for the daily activities and office management. She keeps our team working efficiently together for what is important to us, our clients.
Cheryl also oversees various interns and part-time employees that help around the office with tasks.