Dori Morrison CFP®, CVA®

• Dori Morrison, CFP®, CVA®, is a financial consultant who combines  analytical expertise with hands-on business operations experience. After graduating from the University of North Carolina at Chapel Hill with a BA in Economics and Spanish, she began her career as an Annuity Product Analyst at Wachovia Bank (now Wells Fargo) before advancing to roles of increasing responsibility at Bessemer Trust in San Francisco and First Kentucky Trust Company in Louisville. During her time in institutional finance, she developed expertise in portfolio management and investment analysis while serving ultra-high-net-worth clients.

• After taking time to focus on raising her children, Dori returned to the financial world through a unique path – joining Designmaster Furniture as a consultant before advancing to Chief Operating Officer. This experience provided invaluable insights into manufacturing operations, real-time financial analysis, and strategic decision-making that impacted a 100-person workforce. Her ability to analyze data while understanding the human factors in business operations has proved instrumental in her current ventures.

• As founder of Warp & Woof Financial Consulting LLC, Dori provides strategic financial leadership to growing businesses through a combination of fractional CFO services, financial consulting, and business valuation services. She helps businesses optimize operations, maximize value, and achieve strategic objectives through data-driven insights and sound financial management. Additionally, as co-founder of Ranger Docs, she is working to innovate the business valuation profession through AI-powered solutions.

• Dori maintains a commitment to professional excellence through her CFP® and CVA® certifications. She is currently pursuing Level II of the CFA designation. Her unique combination of institutional finance experience, operational leadership, and technological innovation makes her a valuable partner for businesses seeking sophisticated financial guidance.