Morgan, who joined the Means Wealth Management team in December of 2017, received her Bachelor of Science in Mathematics from the University of Maine at Presque Isle. Morgan then began a ten-year career in the tax software industry. During that time, Morgan acquired a strong background in relationship management as a Client Success Advisor. In this role, Morgan was responsible for creating and developing a client advocacy program. She was responsible for the team that created the materials, best practices, and training for the program.
Morgan now lives in Millinocket with her husband, Michael, and her two step-children, Cora and Greg. When she is not in the office, Morgan and her family enjoy hiking, climbing, fly-fishing, volunteering, and other outdoor pursuits in the Katahdin region.