Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
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 golfs and rooting for the Chicago Bears, Fighting Illini, Cardinals, and Blues.
- CERTIFIED FINANCIAL PLANNER®
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