Morgan joined the Helium team as an intern while attending Washington State University (Go Cougs!) where she graduated Magna Cum Laude and earned her bachelor’s degree in Business Administration with a focus on finance and mathematics. Since joining Helium Advisors, Morgan has evolved into a valued member of the team by immersing herself in every aspect of the business. From client services to financial planning, she’s got her finger on the pulse of our industry and the needs of our clients.
Since becoming a financial consultant and beginning to work with our clients, Morgan discovered her true passion for helping individuals and families realize their financial goals and dreams. From the beginning of her career Morgan has worked closely with our seasoned team of financial advisors and tax professionals to further her development and has truly blossomed into an extremely talented financial professional. Morgan hails from beautiful Bainbridge Island and now currently resides in the Ballard neighborhood of Seattle. In her free time, Morgan enjoys spending time with family and friends, attending sporting events & concerts, as well as traveling to warm destinations.