Sarah Morgan

Focus Areas

Comprehensive Financial Planning

Tax Planning

Insurance Planning

About the Financial Advisor

Sarah Morgan has two years of experience as a Financial Advisor. Sarah takes a holistic and personalized approach to the financial services she offers her clients. Sarah focuses on what is important to her clients and works side by side with them to create a path to their future. The goal is to help clients feel confident in their financial strategy so they can enjoy their daily lives.

Sarah focuses on serving families, professionals, and retirees in the Midwest.

Sarah serves her clients by helping them organize their financial lives and take control of their future by making informed decisions.

Education and Designations

M.A. Leadership and Management, Concordia University St. Paul

B.S. Human Biology, University of Wisconsin-Green Bay

Personal Life

Sarah enjoys spending her time outside of the office with her family, taking advantage of the beautiful outdoor adventures Minnesota has to offer. Sarah and her husband, Kyle, have 2 children and you can usually find them on a lake or spending time with family.