Paul Bennett

  • Matthew Morgan, AAMS®

    Investment Executive

Matt joined our team in the Fall of 2011. He was an intern for our company in 2010. Matt graduated from the University of Minnesota Twin Cities in the spring of 2010 with a Bachelor's Degree majoring in Economics. Matt attained his AAMS (ACCREDITED ASSET MANAGEMENT SPECIALISTSM) through the College of Financial Planning in 2015. Matt's primary role is researching all the investments our clients' own as well as potential investments we should be adding into our allocations.