Associates

 
  • Donald F. Morgan

    Donald F. Morgan

    LPL Branch Manager / Accredited Investment Fiduciary ®

  • Donald Morgan Jr.

    Donald Morgan Jr.

    LPL Registered Client Service Associate

  • Violet Morgan

    Violet Morgan

    Office Manager

  • Amanda Baer

    Amanda Baer

    Administrative Associate

  • Jessica Dolby

    Jessica Dolby

    Administrative Associate

  • Frances Morgan

    Frances Morgan

    Client Service Associate

  • Matthew Alger

    Matthew Alger

    Trading Specialist/Portfolio Consultant, The Financial Services Network

  • Vlad Avdeyuk

    Vlad Avdeyuk

    Research Assistant, The Financial Services Network

  • Dick Branch

    Dick Branch

    Senior Vice President / Certified Financial Planner®

  • Hao Dang

    Hao Dang

    Vice President, Portfolio Consulting, Transitions & Integrations

  • Alex Duran

    Alex Duran

    Portfolio Administrator, The Financial Services Network

  • Belinda Lindemann

    Belinda Lindemann

    Registered Administrative Associate, The Financial Services Network

  • Chris McLeod

    Chris McLeod

    Portfolio Administrator, The Financial Services Network

  • Jeremy Olen, CFA®

    Jeremy Olen, CFA®

    Managing Partner

  • Jim Worden, CFA®, CMT®, CAIA®

    Vice President, Portfolio Consulting, Research & Operations