Current Role and Professional Background:

As Director of Financial Advisory Services, Morgann is responsible for working directly with clients to address their financial planning needs while also leading the firm’s Houston Financial Advisory Team. She ensures consistency in the overall client experience by overseeing client relationships and supporting team members in navigating complex financial planning matters. Prior to joining Goodman Financial in 2017, Morgann spent four years with KMH Wealth Management, LLC in Victoria, Texas, where she supported multiple financial advisors with investment strategies and comprehensive financial planning. 

Education:

• Bachelor of Science in Agribusiness, Texas A&M University, 2012, Cum Laude
• CERTIFIED FINANCIAL PLANNER^® Professional

Affiliations, Current and Past:

• Member, Young Professionals Committee, Houston CPA Society  (2019 – Present)
• Member, Financial Planning Association (2017 – Present)
• Member, Houston CPA Society (2015 – Present)
• Former Member, American Business Women’s Association (2016 – 2017)
• Former Member, Victoria Professional Express Network (2016 – 2017)