Morgan is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®, a Registered Investment Adviser. She began her career at SullivanKreiss Financial as an intern and has since advanced to the role of advisor and CFP®. Morgan has had the unique privilege of growing alongside SullivanKreiss Financial, with Kerri serving as both her mentor and mother.

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Morgan recognizes that each client is unique and takes great pride in building meaningful relationships. She enjoys learning about her clients' lives, values, and priorities, which allows her to tailor strategies that best align with their financial goals. By taking a holistic approach, Morgan supports clients in navigating both the practical and emotional aspects of their finances, offering personalized guidance to help them achieve long-term success.

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Outside of work, Morgan maintains an active lifestyle and enjoys staying on the move. She completed her first marathon in October 2022 and has a passion for travel, discovering new restaurants, and experiencing diverse cultures. Morgan is also a dedicated dog mom to Gilly and Theo, who bring joy and energy to her life.