Morgan joined the Hedley Hoeger Group in 2023 and brings over a decade of experience in Marketing and Branding. She holds the SIE, Series 7, and Series 66 designations and plays a key role in enhancing the client experience. Morgan leads the group’s marketing and communications initiatives, including the development of our monthly newsletters, Beyond The Numbers, and our market commentary series, For What It’s Worth.
As Director of Life Planning, Morgan helps clients navigate major life transitions by connecting them with trusted external resources such as senior living advisors, health care advocates, and career and retirement coaches. Her thoughtful and personalized approach ensures clients feel supported both financially and personally.
A Columbus native, Morgan graduated from The Ohio State University and currently resides in Worthington with her husband, Brad.