View in portrait for best experience

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.

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

March 18, 2026

By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

The Vacation Home: More Than A Property

The Vacation Home: More Than A Property

March 9, 2026

By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...

VIEW ALL ARTICLES

Let’s make every moment count together…