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Experience and Expertise on Your Side

   


Meet our Team


While Tucson, Arizona is home, we proudly serve as a virtual firm for clients across the United States.

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Say Hello to Theresa & Nick

 


Theresa Morrison, CFP® Photo
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Theresa Morrison, CFP®

Co-Founder

Theresa Morrison, CFP®

Co-Founder

Email: theresa@beckettcollective.com



Hello there! I’m Theresa, co-founder of Beckett Collective. Before helping found our firm, I spent years in a start-up merchant bank in the amazing country of South Africa. When I wasn’t starting divisions, establishing the derivative industry or creating the foundation for the Two Oceans Aquarium, I played on the beaches and hiked Table Mountain. Sure, during the day, I headed up Treasury Corporate. But once the sun set, I enjoyed really good food and really good wine with the laughter and love of really good friends and family. (Best Life EVER!) 

I started a wine import and distribution business while living in Cape Town. We relocated the business to the Washington, D.C. area, where I ran it for 17 years. When I sold the business, we moved to Tucson, Arizona. Did I mention that I’m from Sedona? What a journey! I now enjoy hiking the Catalinas and sharing really good food and laughter with family and new friends.

My recent experiences include blockchain and crypto assets, AI/ML/Quantum in biopharma, and connectivity solutions to bridge the urban-rural divide. For the wellness of society, we need to keep land open for profitable small farming, food security, and recreation.

I care vigorously about the many facets of food and drinks of all kinds, and have a soft spot for Shiba Inus.

I love what we do at Beckett because I can summon the incredible “investment banking” knowledge, pair it with my business expertise and CFP® skills, to translate these vast experiences to help you express “Your Best Life Ever!”

Interested in Working Together?

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Nick Gelso Photo
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Nick Gelso

Co-Founder

Nick Gelso

Co-Founder

Email: nick@beckettcollective.com



Hello there! I’m Nick, co-founder of Beckett Collective. Before founding our firm, I developed in-depth, interactive decision models designed to guide portfolio construction while earning my Master of Science in Finance from the University of Arizona. I have also spent years gaining valuable insights working in the world of financial planning and advisory.

For a time, I worked in commercial banking lending to Fortune 100 companies before realizing my heart wasn’t in it. My passion was for building genuine relationships with individuals and their families - I value helping people build the foundation for a life of future success. I wholeheartedly believe these family-centered values were passed to me from my parents, who spent their careers building dream homes for families. Now, the ability to help people build their dream “financial” home is my one true motivator.

By helping you build your financial home and live your best life, I hope to provide you with peace of mind and confidence so you can focus on what’s really important to you. When I'm not working, what's important to me is spending time with my beautiful wife and our dogs, traveling the world to fly fish remote waters, golfing with my friends and family, and taking time to enjoy great food.


Interested in Working Together?

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Affiliates

Custodians

We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.


Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.


Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.



Advisors to Us

We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.

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