Sarah Morgan - Administrative Executive

Sarah joined our firm in 2013.  Her responsibilities include downloading all bank and credit statements, maintaining our Document Management Server and our client portal up-to-date.  She also assists in various special client project of which require attention to detail and time.   Sarah obtained her Bachelors in Communications and uses her skills every day to assist in communicating better ways to serve our clients and meet our goals as a firm.

Client Center

Memberships

NAEA

NATP 

NGAF