Morgan joined TCP in the fall of 2025 and brings an analytical background and team-oriented mindset to the role. She is a graduate of Otterbein University, where she majored in Mathematics and Actuarial Science while also competing as a student-athlete on the Women’s Soccer team.

Originally from Newark, Ohio, Morgan now resides in Westerville with her boyfriend and their two cats and dog. Outside of work, she enjoys running, playing soccer, and spending quality time with friends and family. Morgan is excited to continue building her skills and is passionate about assisting our advisors in helping clients achieve their long-term financial goals through thoughtful planning and personalized strategies.