“If we all threw our problems in a pile and saw everyone else's, we'd grab ours back.” - Regina Brett
Morgan joined our team in February of 2018 as a Client Relationship Manager. She is responsible for managing the overall experience for SFP Wealth’s corporate retirement plan clients. Morgan’s primary focus is to work directly with our clients on fiduciary governance & investment management related needs. In her role, Morgan conducts annual client due diligence reviews, manages client employee education meetings, and consults with clients regarding retirement plan design.
Prior to joining SFP Wealth, Morgan was a Retirement Plan consultant at Sapers & Wallack, and prior to that she served as a Retirement Plan Relationship Manager & Consultant at Mutual of America. Morgan currently holds her Series 6, Series 63, and Producer Life, Accident, and Health licenses.
Outside of the office, Morgan enjoys spending time with family & friends, being outdoors, spinning, cooking, and staying active.