CA License #0C25246
My Professional Approach
I am passionate about my clients and their financial well-being. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is one of the things I have learned during my more than 40 years helping clients work toward their goals and objectives.
In 2006, my son C.J. and I formed Morgan Wealth Management, a team that also includes Marci Rissman and Kari Beyer, who help us with our day-to-day responsibilities.
In 2017, the team and I joined Benjamin F. Edwards & Co. because they offered a special, client-centered approach to financial services, in addition to an extensive assortment of services and products. This variety enables us to help clients whose investment plans are already in place, as well as those with sophisticated or specialized needs or concerns. We are also able to help clients who are just starting to define their goals and put a plan in place.
Regardless of the situation, we are dedicated to helping our clients with proper planning to structure strategic investment portfolios that help meet their investment and personal goals. As part of this process, we believe it is essential to know our clients – really know them. After all, no two clients are alike and the same goes for their investment plans. When we work with you, we’ll ask questions and listen to your answers. These discussions will guide us as we develop a plan that addresses your unique financial situation, and your tolerance for risk.
Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.
When I’m not working, I can be found spending time with my wife Darlene, our two kids, and their families, which include four grandchildren. I also enjoy golfing, fishing and working out.
- Joseph College, Bachelor of Science in Business
- Past Board member, Delnor Hospital
- Past Co-Chair: St. Charles Country Club Charity, which raised over $500,000 for both Lazarus House and Tri-City Health
- Board Member, St. Charles Country Club
- Past member, St. Charles Breakfast Rotary
- Served on the Endowment Committee for St. John Neumann Church