The Team

Morgan & Associates

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Robert Gildea

Robert Gildea

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

Bachelor of Science, 2005, Economics and Finance, York College of Pennsylvania, York, PA

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Matthew Dunphy

Matthew Dunphy

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies

Education

B.A., 1992, Arts and Economics, Suny Oneonata, NY

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Larry T Singer

Larry T Singer

Financial Advisor

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Designations

CRPC®, AWMA®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

B. S., 2003, Communications & Business, Frostburg State University, Frostburg, MD

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Michael Briel

Michael Briel

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

Boston University - Certificate in Financial Planning, University of San Francisco - MBA Finance, Wilkes University- B.S. Accounting
CA Insurance #0A07400

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Our Staff

Vicki Wailgum

Vicki Wailgum

Office Manager

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Roles & Responsibilities

  • Over 18 years in the financial industry supporting Financial Advisors.
  • Manages behind the scenes work for the team.
  • Schedules client appointments.
  • Manages the advisors and team websites.
  • Ensures advisors are licensed.
Sharon Ruiz

Sharon Ruiz

Financial Planning Assistant

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Roles & Responsibilities

  • Supports the financial planning team with account service work.
  • Fulfills client requests for money movement, trades, account transfers, charitable giving and more.
  • Works with the advisors to develop marketing and community outreach activities.
Susan Mease

Susan Mease

Paraplanner

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Qualifications

  • MBA Marketing - University of Phoenix

Roles & Responsibilities

  • Executes trdes agreed upon between the client and their financial advisor.
  • Works with the financial advisor and the clients on day-by-day needs.
  • Based on notes of conversation between the financial advisor and the client crafts communication for client review.
  • Works with clients on insurance and annuity applications.
Terra Serpico

Terra Serpico

Client Service Specialist

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Roles & Responsibilities

  • With 12 years in the financial industrusty supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Prepares client meeting folders for the Advisors.
  • Works with the Financial Advisor and clients on day-by-day needs.
Rita Mahaffey

Rita Mahaffey

Client Service Specialist

Administrative Assistant
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Roles & Responsibilities

  • Over 17 years in the financial industry supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Manages behind the scenes paperwork for Financial Advisors.
  • Completes client request for money movement transactions, account transfers, new account paperwork and Estate paperwork settlement.
  • Provides notarial services in the office.

Terra Serpico

Client Service Specialist