Morgan serves as a Financial Advisor in our Springfield, Illinois office. As a Financial Advisor, Morgan focuses on creating strategic financial plans and engaging with clients to discuss investments, cash flow, and client preferences to provide comprehensive and tailored financial planning service. Her background includes experience as a technical recruiter for an IT company as well as roles in finance at JP Morgan Chase and Edward Jones.

Morgan holds a bachelor’s in business administration from the University of Missouri- Columbia and is a graduate of the College of Financial Planning in Denver, earning her CERTIFIED FINANCIAL PLANNER™ certificate. Outside of work, you’ll find Morgan spending time with her husband golfing, watching college sports, cooking, or cuddling with their dog Binnington.