Staff
Frank Morgan Jr.
Investment Advisor Representative
Frank Morgan, Jr. is an Investment Advisor Representative helping businesses and individuals accumulate wealth and reduce taxes. As a business owner and a father of two, he understands the importance of saving now and planning for the future. He is married to Mindy with twin daughters and has been a member of the local community for years.
Michele Michewicz
Office Coordinator
Michele is the newest addition to the Morgan Financial family. She is the first voice and face our clients encounter. Michele will always be smiling when you walk into the office. She coordinates office procedures and is the quarterback of our office. Michele lives in Boyertown with her daughter and son.
Cindy Rodgers
Administrative Support Staff
Cindy has been with Morgan Financial for several years. She has now taken on a minimal time status doing various duties. Cindy is enjoying her semi-retirement watching her lovely granddaughters, Nora and Sawyer. Cindy is married to Rich and has two grown children. She has made Boyertown her home for over 20 years.
Mindy Morgan
Administrative Support Staff
Mindy's where the money is. She has been involved with budgeting, payroll, taxes and company cash flow for many years. Mindy keeps income and expenses in check to make sure our clients are taken care of first and foremost. She is the mother of twins and married to Frank and has lived in Boyertown her entire life.
Jennifer Cotellese
Administrative Support Staff
The "Jen of all trades". She picks up slack wherever needed. Jen is the bullpen closer that never misses a save. She is Married to Chris and has two daughters.
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