Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Townsend Morgan Group
Team photo for The Townsend Morgan Group

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Our advisors

Advisor photo for Michele R Morgan

Michele R Morgan

Financial Advisor

Vice President
Learn more about Michele R Morgan
Advisor photo for Thomas G Townsend

Thomas G Townsend

CFP®

Financial Advisor

Managing Director
Learn more about Thomas G Townsend


Our team

Trina Colley

Trina Colley

Client Service Associate