Morgan Ziegler
Financial Advisor
CERTIFIED FINANCIAL PLANNER® • CDFA®
BA Personal Finance Planning & Finance, Kansas State University
“I enjoy all the strategizing that goes into finance and planning truly plays to my strengths. I love being able to do this while also empowering others, which is my real passion. It helps that I’ve always loved math and spreadsheets. For Christmas, I actually got Beth and Chris mugs that say “Oh, this calls for a spreadsheet!” We all enjoy a good spreadsheet.”
While double majoring in Finance and Personal Financial Planning at Kansas State University, Morgan interned with the team, was drawn to Purposeful Wealth Advisor’s values, and joined the firm 5 years ago after graduating. She finds great satisfaction empowering clients to live intentionally, particularly those in the process of divorce. Her Certified Divorce Financial Analyst designation shows her commitment of providing financial clarity to people going through divorce and strategically guiding clients in planning for their future.
“CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.”
