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Boyertown, Pa and Oley, PA
Phone: 610.367.9000 • Fax: 610.473.9078

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  • 12/1/2012 - Do you have “WILL” Power? So you have a written will.  Good for you!  Fortunately, or unfortunately, you have done more than other people.  It’s very sad that many people start the will process after they have been personally affected by an event close to them.  Don’t follow in these footsteps. Many people feel that “everything” goes to the kids.  That may be true.  But how old are they?  Can they manage those assets?  What about a house or other personal ...
  • 5/1/2012 - The Road To College Remember when a college education was reasonably priced? Those days are gone, and that's why college planning is so important. Between 2001 and 2006 the average tuition and fees at four-year public colleges and universities increased by 35%. The average tuition for private colleges increased 32% between 1996 and 2006 (according to the College Board).How soon is too soon? It is never too soon to begin saving for your child's education. Many parents start as soon as a child is born. Some parents ...
  • 4/1/2011 - Lady Bears...Thanks! This month I decided to take a break from giving you insight on financial issue to highlight a very special group of young women.The Lady Bears high school basketball team just completed their best season in school history! They may have not won the state championship but they deserve to called winners.A brief recap in case you just flew back from enjoying a southern winter. This team of girls of all ages NEVER gave up. They fought every single minute to get to the district playoffs. At that ...
  • 3/1/2011 - To pay or not to pay What a question!  You sell your house, you retire or you inherit a large sum of money.  Maybe, unfortunately, you are a corporate downsizing victim or a recipient of funds from a divorce or other misfortune.  Either way, there are many decisions you are facing regarding these funds.  Whatever you do, have patience and get assistance. Is it best to pay off your credit cards?  What about your car or your house.  There are many things to consider, such as interest ...
  • 2/1/2011 - Be Prepared For The Worst...Or Else! I recently informed you about some changes to be aware of regarding planning for your unlikely death. It's not pleasant to discuss but very necessary to avoid complications for the people you truly cherish.Here are a few things to consider. How would you answer the following questions: In the event you and your spouse die at the same time (in a common accident, for example), at what ages would you want property to be available to your children without restriction? At this time, should the need ...
  • 11/1/2010 - Estate Tax Changes Review NOW! There is a chance that the repeal of the estate tax will terminate at the end of this year.  This means rates will return to the days of 2002.  It's right around the corner so start preparing now or major consequences could occur.  Here are a few things to consider. First, list all charitable organizations (including schools and universities) you expect to mention in your estate plan and the type or amount of property you intend them to receive. Next, keep complete information ...
  • 3/1/2010 - Back To Reality...Again The recent stock market boom has been a real treat for people invested in equities. Those individuals that have avoided stocks because of the risk have been second guessing their motives over the last few years.Well now those "safe" investors have a chip on their shoulder after the stock market plunge in late July. Everywhere you turn people say, "See, I told you the stock market was overvalued, I knew it. You should have listened to me!" Pay attention because I will help you seal lips.First, ...
  • 12/1/2009 - It’s All Risky…..Isn’t It? We hear it all the time. We see it on every business channel. Our friends tell us at social events. Parents say it at our children’s sporting events, "Stocks are risky!!!" OK, tell me something I don’t know.  Bonds are safe….wrong! You can’t go wrong with real estate…incorrect! We are in a very “interesting” economic environment right now and everyone seems to have an opinion. Here’s my thoughts.. Every investment has risk. If you ...

Staff Profiles

Frank Morgan Jr.
Investment Advisor Representative
Frank Morgan, Jr. is an Investment Advisor Representative helping businesses and individuals accumulate wealth and reduce taxes. As a business owner and a father of two, he understands the importance of saving now and planning for the future.  He is married to Mindy with twin daughters and has been a member of the local community for years.  
Michele Michewicz
Office Coordinator
Michele is the newest addition to the Morgan Financial family.  She is the first voice and face our clients encounter.  Michele will always be smiling when you walk into the office.  She coordinates office procedures and is the quarterback of our office.  Michele lives in Temple with her daughter.  
Kristen Carey
Technology/Project Coordinator
Kristen has been doing many tasks since she joined Morgan Financial several years ago. Not many clients get a chance to see Kristen because she works “behind the scenes.”  Many of her duties include data input, paperless implementation, investment research, website maintenance, social media, etc. She lives in Barto and is married to Greg and is the mother of two.
Cindy Rodgers
Administrative Support Staff
Cindy has been with Morgan Financial for several years.  She has now taken on a minimal time status doing various duties.  Cindy is enjoying her semi-retirement watching her lovely granddaughter, Nora.  Cindy is married to Rich and has two grown children. She has made Boyertown her home for over 20 years. 
Mindy Morgan
Controller
Mindy's where the money is. She has been involved with budgeting, payroll, taxes and company cash flow for many years.  Mindy keeps income and expenses in check to make sure our clients are taken care of first and foremost.  She is the mother of twins and married to Frank and has lived in Boyertown her entire life.
Jennifer Cotellese
Administrative Support Staff
The "Jen of all trades".  She picks up slack wherever needed.  Jen is the bullpen closer  that never misses a save.  She is Married to Chris and has two daughters. 

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We are licensed to sell securities in the following states: Alabama, California, Delaware, Florida, Kentucky, Mississippi, North Carolina, Tennessee, Pennsylvania, Utah

We are licensed to sell insurance in the following states: Pennsylvania 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.

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