Courageous Citizenship and Finding Common Ground
March 5, 2026
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...
Morgan Golaris
Advisor
CPA, CFP®
Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through her role as an Advisor and personally connecting with clients.
Morgan became an Advisor for the Gast Freeman Troyer Racen Team at Moneta in 2022 after four years in public accounting with KPMG. Morgan is both a CPA and Certified Financial Planner® (CFP®). She earned Bachelor of Science degrees in accounting and finance from the University of Illinois.
Outside of work, Morgan spends time with her son and husband, family, and friends. She enjoys golf and rooting for the Chicago Bears, Fighting Illini, Cardinals, and Blues.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – February 2026
March 5, 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...
Quick Take: U.S.-Israel Strikes on Iran
March 3, 2026
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against I...
Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
February 17, 2026
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...