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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 family and friends, golfs, and roots for the Chicago Bears, Fighting Illini, Cardinals, and Blues.​

  • CERTIFIED FINANCIAL PLANNER®

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