Meet Our Team
To achieve sustainable success in anything, it is paramount to have a strategy AND the tools necessary to execute that strategy. My team's philosophy of planning will give you a basis to analyze decisions and how these decisions interdependently effect all the important areas of your financial life. We strive to be the preeminent resource for our clients’ financial education, development and growth. Our commitment is to be a lifelong trusted advisor, guiding clients to gain clarity and confidence, while making prudent financial decisions. Because of this commitment, we effectively motivate our clients to move away from survival mode to sufficiency and then ultimately towards abundance.
Adam Morgan, CFP®
Registered Representative and Financial Advisor.
Connor wanted to follow in the footsteps of both his grandfather and uncle in the world of finance, to help others achieve their goals while creating close bonds with the individuals and their families. He believes that the philosophy...
Financial Professional of MassMutual.
FFG Vice President, FInancial Advisor