Team Members
Success Coaches
Jeffrey P. Morand
Wealth & Success Coach
Jeff is the Head Success Coach with 46 years of experience helping clients build lives of meaning, not just wealth. He guides people through where they are, where they want to go, and how to get there, using his signature 7 F's...
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Matthew J Morand
Insurance & Success Coach
Matthew is an independent insurance professional with 16 years of experience helping individuals and families find the right coverage for their needs. From property casualty insurance to life insurance and beyond, he takes the time to...
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Alicia Brown
Customer Care Manager
Alicia brings a strong eye for detail and a passion for organization to her role, drawing on her experience as both a teacher and an administrative assistant. She enjoys working with numbers and keeping systems running smoothly. Alicia...
Joy Rasmussen
Customer Service Manager
Focused, thoughtful, and organized, Joy brings clarity and intention to everything she takes on. She approaches work and life with care, structure, and a calm commitment to doing things well.Joy is here to help clients with order...
Rachel Stovall
Success Coach
Rachel helps the team in all areas where needed, stepping in wherever there's a gap to keep things running smoothly. Her flexibility and willingness to jump into different roles make her a valuable asset to the office's day-to-day...
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