Morgan is the Cash Flow Operations Manager at the firm, where her team handles the bookkeeping and bill payment needs of many of the firm’s most complex client relationships. She focuses on creating reliable, well-organized systems that helps clients feel confident their day-to-day financial lives are running smoothly.
Since joining the firm in 2009, Morgan has grown within the organization, beginning her career as a Wealth Planning Associate. That experience continues to inform her work today, allowing her to approach bookkeeping and bill payment operations with a broader understanding of each client’s overall financial picture and ensuring the team’s work integrates seamlessly with the firm’s wealth planning strategies. She is known for her thoughtful approach, attention to detail, and commitment to client service.
Prior to joining the firm in 2009, Morgan worked at Community Bank & Trust Co. in Wolfeboro, NH, where she progressed from teller to staff accountant, building a strong foundation in financial operations.
Morgan graduated Cum Laude from Regis College with a Bachelor of Arts in Psychology and a focus in business management.
She lives with her family in New Hampshire’s Lakes Region and is a longtime dog lover. She was involved in helping her family found Assistance Canine Training Services (A.C.T.S.), a nonprofit that raises and trains service dogs for individuals with mobility challenges, and her family also breeds Golden Retrievers.