Debra A. Morgan

Co-Director of Client Relations
Joined

December 2010
12 years of previous experience as a client relations representative.

Specialty

Deb assists the financial advisors by greeting clients, handling incoming phone calls, updating client records, and managing client appointments. She also organizes daily workflow for clients and works with the MFG team to ensure deadlines and client needs are met.

Community Involvement

Deb is very involved in her parish.

Get to Know Me

Deb treasures any time spent with family and friends. She enjoys the Summer Concert Series in River Park in Sheboygan Falls, attending Sheboygan A’s and Milwaukee Brewers baseball games.

Deb lives in Sheboygan Falls with her husband Randy and their cat Jade. They can be found in "The Shed" rooting on the Brewers, Packers, and Badgers.

Expertise

Written by: Debra A. Morgan

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