Certifications:
FINRA Series 6 & 63
Life and Health Insurance License
Education:
BS Accounting, Widener University, Class of 2016
Morgan joined the Burkholder Team in 2020 after spending 3 years in public accounting as an Audit & Assurance Senior at Deloitte & Touche in Philadelphia, PA. She specializes in areas of wealth management such as retirement income planning, estate planning and life insurance strategies.
Morgan is a proud graduate of Widener University where she obtained her bachelor’s degree in Accounting. Morgan strives to help her clients create comprehensive financial strategies to help her clients achieve their financial goals. Morgan is passionate in working with various clients to address their unique financial situation and help them achieve their goals throughout all of life’s stages.
In her spare time, Morgan enjoys shopping and spending time with her family and friends. She resides in Macungie, Pennsylvania with her husband Tad and their two cats Leo and Ollie!