Katharine Morgan transitioned from Life Coach to Insurance Specialist to better support clients in shifting their mindset to pursue their financial dreams and goals. She believes, “in order for us to prosper, we need education, knowledge, and access to financial resources." Katharine brings a wealth of valuable information to SFF.
Katharine has a Bachelor of Arts from Miami University of Ohio in Psychology, Spanish and Marketing. She started her career selling life insurance to soldiers during the Iraq War. Helping the courageous U.S. Marines and Navy Submariners inspired her to once again support military and veteran families to take advantage of their financial benefits.
Based in Ohio, she spends as much time as possible being active with her five young boys and their dog, Bowie. She values character and integrity and is motivated by a vision for her clients that begins with, “start from where you stand.”