Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Education

  • B.S. Business and Finance Mount St. Mary's University - Emmitsburg, MD

Community participation

  • Founded, funded and ran a climbing & outdoor education program for Special Needs children
  • Wounded Warriors
  • Served as a Board Member of Durango Nature Studies
  • Served as a Board Member of National Symphony Orchestra Chamber Group

Interests

  • Single father to my son Jon Morgan
  • Community service projects
  • Mountain and road biking
  • Rock climbing
  • Ice Climbing
  • Snowboarding