The Team

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Michael Morger

Michael Morger

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies

Education

B.A., 1975, University of Michigan, Ann Arbor, MI
CA Insurance #0C25985

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Kimberly Thompson

Kimberly Thompson

Financial Advisor

Our Staff

Matt Savoti

Matt Savoti

Client Relationship Manager

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Qualifications

  • Master in Accountancy, Northern Kentucky University, 2010
  • MBA, Finance, Xavier University, Cincinnati, Ohio, 2006
  • BA, Communications, Xavier University, Cincinnati Ohio, 2000
Diane Fornash

Diane Fornash

Administrative Assistant

Mary Kuenzig

Administrative Assistant

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Qualifications

  • Bachelor of Science in Finance, University of Dayton, 1980

Megan Lillis

Receptionist

Event Planner