I believe that it is important to invest my time in understanding you before you invest your money. My branch office administrator, Cherish, and I are deeply passionate about discovering what's most important to you and using our established process to design a personalized financial strategy to help you reach your goals.
I graduated summa cum laude from The Ohio State University with degrees in international security and intelligence and French in 2017, and have been employed in the financial services industry since 2015. While in school, I worked for an independent financial advisor where I saw the business from all sides. I decided that I wanted to make a lasting difference in the lives of others and began my career with Edward Jones in 2018 in Columbus, OH before relocating to Lafayette in October 2019.
My business partner, Cherish, has been an important part of our office since I came to Lafayette. She handles all administrative matters, allowing me to focus my time on meeting new clients and deeply serving those that are already a part of our Edward Jones family. Cherish has years of experience in the banking industry. She lives in Lafayette with her husband, Drew, and their goofy dog, Maverick.
My fiancé, Nick, and I have been together since 2011. When we aren’t working, we enjoy traveling the world, playing board games, watching sports and exploring local restaurants.
Locally, I am a proud member of the Lafayette Kiwanis club, Purdue Women’s Club, Association of Women Business Owners and Tippy Connect Young Professionals. My roots are firmly planted in this community and I am committed to partnering with you throughout your life to help you achieve and enjoy the retirement you have dreamed of.
Please call our office to set up a time for us to discuss your financial picture. I would love the opportunity to get to know you and provide answers to any questions you may have.
- Retirement Savings Strategies
- New Investors
- College Savings
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Board Games
- Sports Enthusiast
Office Address1421 Union St
Lafayette, IN 47904
Phone NumberMorgan E McKneight at (765) 429-5289
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