Morgan joined the practice of Marc Neumann, Michael Byrne, and Kevin Byrne, as a Client Relationship Specialist in December 2023. She previously has 10 years of client relations and administrative experience with a recruiting and staffing firm. Morgan graduated from Bloomsburg University with a Bachelor’s Degree in Communications.

She currently lives in Fishtown Philadelphia with her boyfriend and two cats. In her free time, she loves going to concerts or reading a good book.

Morgan supports registered representatives of Osaic FA and may market under both the Lighthouse Planning Consultants (LPC) and Heritage Financial Consultants (HFC) names. LPC has entered into an agreement with HFC to receive operational support and share staff and resources.