Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Morgan Harper
Investment Operations Assistant
My team and I work closely to provide a positive overall experience for our clients by walking them through the financial planning process. We desire to implement a comprehensive strategy to bring you long-term financial comfort and protection. I enjoy working with people open to creating their best financial future, including young professionals, families, and business owners.
