Morgain is a Client Services Rep, contributing to the friendly and supportive environment of the firm.
Her years of experience in client services and executive assistance showcase her dedication to efficiency and client satisfaction, making her a valuable addition to the Wealth Dimensions team. Prior to joining the team, she served as an Executive Assistant at Summit Financial Group, Inc.
Outside the office, Morgain enjoys golf and improving her swing. She and her husband are big Buckeye fans, as she graduated from The Ohio State University in 2004 with a degree in Finance.