My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I – and the entire Morgan Wealth Management team joined Benjamin F. Edwards & Co., a firm in 2017.
As a member of Morgan Wealth Management, which was started by my father Craig, we take the time to get to know our client and their circumstances. It is, after all, those issues will drive their financial goals and help form the framework of their financial plan. As we work together, we’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
I’ve worked in financial services for more than a decade. In addition, I am also active in my community, having been the past president of both the Saint Charles Breakfast Rotary and the Saint Charles Library Foundation for which I am also acting as a director emeritus. I am currently the fundraising director for the Fox Valley Entrepreneurial Center as well as the fundraising director for Elgin Youth Symphony Orchestra. I am also currently a member of the steering committee for the Boy Scouts of America – Three Fires Council.
When I’m not working or spending time outdoors, I enjoy spending time with my wife, our two sons, and our three dogs. I am also a fan of Chicago sports teams, including the Cubs, Bears, and the Blackhawks.
- Carroll College (University), Bachelor of Science in Math