skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Frances Morgan

Frances Morgan

Client Service Associate

Office: 5099311088
Fax: 509-931-1077
E-mail:
 

Frances Morgan is a graduate of St. Dominic’s Catholic school in Post Falls, Idaho.  She helps with all aspects of the general office processes and is learning about the world of business and finance. 

She has a passion for the arts, science and especially horses.  She was on the teen advisory board of the Liberty Lake community theater, has been a volunteer at Equine TLC, the liberty Lake library and has appeared on stage in productions of the Spokane Opera as well as the Liberty Lake community theater. She started as a freshman at Whitworth University in the fall of 2017.