I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Karen E Morgan

Karen E Morgan

Associate Wealth Management Advisor
(855) 645-5651

Karen is an Associate Wealth Management Advisor. Her studies at the University of Chicago provided her with a strong academic background. She comes to our team with a significant experience in operations support for both the insurance and investment worlds.

Karen resides on the north side of Chicago.  She enjoys exploring and experiencing Chicago and all it has to offer.



Moore Financial