About Us

With over 15 years of experience in employee benefits strategy, Morgan has guided organizations through the complexities of health and wellness plans, retirement programs, and compliance requirements. Morgan’s career spans leadership roles in benefits administration and HR technology, where she developed a reputation for delivering tailored solutions that balance cost efficiency with employee well-being. Her work has supported organizations at critical growth stages, helping leadership teams design benefits programs that not only meet regulatory standards but also strengthen company culture and retention. Morgan is known for her ability to translate complex benefits structures into clear, actionable strategies that empower both employers and employees. 

• Benefits plan design and strategy
• ACA, ERISA, HIPAA, and COBRA compliance
• Vendor evaluation and negotiation
• HRIS and benefits technology implementation
• Employee education and engagement programs

Patrick oversees growth strategy and technology at WellMor Benefits & Co., guiding client engagement and operational systems that support sustainable expansion. With a background in enterprise technology and strategic sales leadership, he brings a disciplined, forward-thinking perspective to the firm’s development.

His work focuses on strengthening client relationships, building thoughtful partnerships, and implementing technology frameworks that enhance efficiency and scalability. By aligning growth initiatives with WellMor’s values of integrity, care, and excellence, he helps ensure the firm continues to deliver refined, client-centered benefits solutions.

• Business development and strategic growth planning
• Client relationship management and partnerships
• Technology strategy and digital systems implementation
• Process optimization and operational scaling
• Data-informed decision-making and performance tracking

• Integrity – Honest, transparent advice every step of the way
• Care – People-first strategies that prioritize well-being
• Excellence – Delivering top-tier expertise and measurable results
• Partnership – Building long-term relationships based on trust