Brad Morgan

A professional in the retirement planning industry since 2003, Brad has a passion to meet the retirement service needs of business owners and non-profit organizations and to help individuals be better off in retirement. He works diligently with his clients to ensure they maintain an ongoing level of excellence in their investment selection and monitoring process, fiduciary risk management, and overall plan health. But most of all Brad prides himself on the care and attention he provides to his clients which often turns his working relationships into long term friendships.