Morgan joined Vision Based Planning in 2023. As a Client Service Associate, Morgan enjoys helping clients get more organized and the result of them feeling more confident towards reaching their financial goals.
Who are our clients?
Baby boomers engage our services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christopher’s services to create retirement income, and upon request leave a legacy. “Regardless of age, we are told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures.” “Trust is the lynch pin for a healthy client/advisor relationship and we work hard to demonstrate this virtue with each interaction.”
On a personal note, Morgan is from the Spring, TX area, and graduated from Sam Houston State University with a bachelor’s degree in Agricultural Business in 2017. When not working, Morgan enjoys spending time with her husband and taking their dogs out on adventures. Additionally, Morgan is an avid equestrian, and enjoys regularly riding her two horses