With over a decade of experience at McAdam Financial, Morgan enjoys seeing clients move from dreaming about their ideal retirement to fulfilling lifelong goals. In his marketing role, he also helps grow McAdam’s reach, allowing more families to learn how the firm can support their financial future.
Morgan graduated from Carleton College with a bachelor’s degree in political science and a concentration in educational studies. He played on the men’s soccer team while at Carleton and served as an assistant men’s soccer coach after graduation. Morgan has earned the Accredited Wealth Management Advisor (AWMA®) designation, has passed the Series 6, 63 and 65 securities exams and holds life, annuity and health insurance licenses.
Born and raised in Chicago, Illinois, Morgan lives there with his wife, Kristen, and their daughter, Nora. Outside the office, he enjoys playing soccer and golf, taking walks along the lakefront and spending time with family. He is also an avid supporter of Manchester United and Chicago’s professional teams, especially the Chicago Bears.