Morgan is a partner with Insight Financial Partners.
She currently holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA), a part of the American Retirement Association (ARA). In addition, she has earned the Retirement Plan Fundamentals certification through the American Society of Pension Professionals & Actuaries (ASPPA) and has completed the NAPA 401(k) Practice Builder program.
Morgan is licensed to provide Insurance and Annuity Solutions to the firm’s clients in Illinois.
In her lifelong pursuit of continuing education as a working Mom, Morgan earned her Associate in Arts Degree from McHenry County College in August, 2020. She commits herself to a number of philanthropies, social and political causes throughout her community as she resides in Crystal Lake, Illinois with her husband and 2 daughters.