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Stephen Morris, CPA, CCIM

BRE# 01975746

Throughout his career, Mr. Morris has served in various accounting and finance roles in the real estate and technology sectors. He began his career at Ernst & Young, LLP in the real estate audit practice and later served in various executive accounting and finance capacities at several large privately held firms.

In 2013, he founded Morris Financial Advisors, Inc. to provide tax, accounting, finance, and consulting services to primarily real estate and technology companies. In addition, Mr. Morris has developed over 50 multi family units in the city of Los Angeles where he is responsible for sourcing new acquisition opportunities, raising capital, and financial operations.

Mr. Morris is a Certified Public Accountant licensed to practice in California and is a licensed real estate salesperson as well as a member of the CCIM Institute. He holds a Bachelor’s degree in Accounting from Loyola Marymount University where he graduated with honors.  

Anne Ancheta, CPA

Ms. Ancheta joined Morris Financial Advisors, Inc. in 2016 as the company's accounting manager. She is a graduate of Ateneo University and a licensed Certified Public Accountant in her native country of the Philippines. From a professional perspective, she has often worked closely with US businesses while leading accounting teams in Manila for some of the largest institutions and multinational companies (Deutsche Bank and Bayer Pharmaceuticals, respectively). 

Her background primarily includes financial accounting, reporting, budgeting, accounts payable, and receivable management. She also has an extensive background in process and system migrations, where she would take the lead in implementing an updated workflow.

Robert Ames, CPA

Mr. Ames joined Morris Financial Advisors, Inc. in 2016 and provides a wealth of knowledge relating to banking and regulatory practices.  He began his career at California Bank & Trust in the commercial banking unit and was the credit analyst for the largest portfolio within the unit $USD800 million.

Mr. Ames then held the position of Associate National Bank Examiner with the U.S Treasury Department and was a member of a field office responsible for the administration and government oversight of over 15 national banks ranging in size from $USD30 million to $USD10 billion.

Mr. Ames went on to work for Deloitte Touche Tomatsu Limited in South Australia within their internal audit and risk management department.  Robert conducted various audits across a range of clients, including private corporations and government agencies.

 

Prior to joining Morris Financial Advisors, Inc. Robert was a Senior Associate within Westpac Institutional Bank, located in South Australia.  Mr. Ames was the lead credit analyst on over 30 bank relationships, many of which were publicly traded companies. 

 

Mr. Ames  is a Certified Public Accountant licensed to practice in California and holds a Bachelor’s Degree in Business from Loyola Marymount University, where he graduated with honors.  Robert also holds various credit analyst and banking certifications.

Hannah May Bagares

Ms. Bagares joined Morris Financial Advisors, Inc. in 2017 as the Operations Manager.

She is a graduate of Ateneo de Davao University in her native country, the Philippines, with a degree in Business Administration major in Management and Marketing.

She is an experienced financial professional with a successful career managing risk and leading projects. She has worked closely with UK businesses for one of the largest institutions (Deutsche Bank), as a Senior Financial Analyst for Risk Close and Analysis team. During her first 4 years with the bank, she was a Reconciliation Specialist and a Subject Matter Expert, doing post-settlement reconciliation of internal and external Deutsche Bank trades for business Derivatives, Money Market, FX and Equities. She then moved to Risk Close and Analysis team doing feed reporting validations, adjustments and feed coordination needed to report regulatory accounting data.

Ms. Bagares was involved with various projects for process re-engineering and implementation of updated workflow. She also led process/system migrations in both London and India which she successfully implemented back in Manila.

Prior to joining Morris Financial Advisors, she was an Operations Consultant for a start up company where she led the team on business operations and helped identify/resolve business risks/issues.

Rea Marohom, CPA

Rea Marohom joined Morris Financial Advisors Inc. in 2018 as a Junior Accountant.


Prior to joining the company, she worked as the General Ledger Supervisor in one of the Philippine's leading companies in the power generation industry, where she was mainly responsible for General Accounting, Periodic Financial Reporting, Accounts Payable processes and handling of Accounting systems. She has also actively participated in process review projects, such as on Asset and Inventory Management system (Oracle and IBM Maximo) and Internal Controls.


Ms. Marohom graduated from Ateneo de Davao University and is a licensed Certified Public Accountant in her native country, the Philippines.