Morgan Ziegler, CFP®, CDFA®

FINANCIAL ADVISOR

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About

Morgan Ziegler, CFP®, CDFA®

FINANCIAL ADVISOR

About Morgan

Morgan is a graduate of Kansas State University, where she double majored in Personal Financial Planning and Finance. Prior to graduation, she served on the team as an intern for three years. During that time, she realized the Keating and Associates values uniquely mirrored her own and was excited to officially join the team in 2019. Morgan believes in the power of a growth mindset and continual improvement.

Morgan’s passion is providing clarity and confidence to everyone she works with. She values a comprehensive approach to financial planning, empowering her clients to maintain an intentional balance between living for today and planning for tomorrow. By combining the relational and technical elements of financial planning, she helps individuals achieve their goals, personally and professionally. Recently, Morgan achieved her CERTIFIED FINANCIAL PLANNER® certification.

Outside of Keating and Associates, Morgan enjoys visiting local restaurants with friends, spending time with her dog, Meatball, and cheering on the K-State Wildcats!

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

My Team

Lisa Santos, CPA

Financial Advisor

Purposeful

Christine Pavel, CIMA®, RMA®

FINANCIAL ADVISOR

Purposeful

Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR

Diana Vazquez

Advisor Integration Manager, Practice Manager

Purposeful

Beth Kraszewski, CFP®, CDFA®

EXECUTIVE VICE PRESIDENT, WEALTH MANAGER, LICENSED INSURANCE AGENT

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

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