Morgan Bennett
Financial Advisor
Kindness in finance: expertly guiding your wealth with heart. Planning with nursing professionals, Veterans, and individuals that serve others
Helping you live your best life
I'll be here to guide you through each step so you will feel confident that you can do the things you've always wanted to without having to worry if you can. Check-ins during frequently changing life stages is important to make sure your plan reflects changes as they come.
Plans fail for lack of counsel, but with many advisors they succeed. ~Proverbs 15:22

Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Boost your financial knowledge.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4