I love living in Northeast Ohio. From the inspirational people that I meet, to being a proud Cleveland sports fanatic, I can't imagine serving any other community. In my work as a financial professional, I am fortunate enough to work with local families and businesses on a daily basis. I enjoy helping my clients develop strategies to help protect their current standard of living and build towards an even stronger financial future. Having grown up in Willoughby and as a current resident of Mentor, I can relate to the insurance and financial needs of the community.
Morgan Financial Solutions was created for the sole purpose of providing the families and individuals I work with with more extensive and tailored solutions to aid in achieving their financial goals. Depending on your goals and needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.
My passion for helping others started early and led me to earning a bachelors degree in Finance and graduating with honors from Bowling Green State University. In my spare time I enjoy being active in local community events, playing the occasional pickup game of basketball, rooting on Cleveland sports teams, and spending time with my wife Sarah, sons Van and Troy, and two dogs Macie and Ellie.
Of course, my background isn't really the one that matters. To be the best possible adviser, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.