Morgan is a CERTIFIED FINANCIAL PLANNER® practitioner. She is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. Morgan joined SullivanKreiss financial as an intern, gradually progressing to an advisor and CFP ®. Morgan has had the unique opportunity to grow alongside SullivanKreiss Financial as Kerri is both her mentor and her mom.

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Morgan believes that each client is unique, and truly enjoys learning about people, who they are, and what is important to them. Through building relationships, she is able to help align clients to achieve their goals in the most efficient way possible. Morgan takes the time to help clients with the emotional side of finances, listening and learning from their experiences, to individually coach them to best position themselves financially for the long-term.

 

Outside of the office, Morgan would rather keep moving than stay still. She enjoys running and completed her first marathon in October of 2022. Morgan deeply enjoys traveling and exploring new restaurants and experiences. She is a devoted dog mom to Gilly and Theo, who keep her on her toes!