Paul Morgan

I started my career at NM after 11 years in the education/nonprofit sector. I work with professionals that appreciate transparency, value a trusting relationship and strive for an ambitious future. I help make it easy for my clients to do what they have always wanted to do; build generational wealth, and dedicate more of their time to enjoying family and making a difference in their community.

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.