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 they developed a reputation for delivering tailored solutions that balance cost efficiency with employee well-being.

• 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

• 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