Morgan Green

Client Service Specialist

Glidden, IA

Department: Client Service

Experience: Client Services since 2017

Education: University of Iowa and University of Northern Iowa

Morgan is the person you’ll see at the front desk when you walk into Modern Wealth’s Glidden, Iowa office. Along with answering the phone at the front desk and greeting people with a smile when they come into the office, Morgan tackles a wide range of other tasks. Some of her other job duties include prepping all review information/agendas for Brian and Jeremiah Johnson; assisting clients with name, beneficiary, and address changes; maintaining office supplies, handling receipts, and documenting client gifting.

Morgan became a part of the Modern Wealth team in September 2023 following the acquisition of Midwest Financial. She arrived at Midwest Financial in 2017 after working for a large mortgage company in the fraud department for seven years. Prior to that, she served as a legal secretary for a small law firm.

Morgan has also owned a small business since 2016. She creates wooden signs and crafts, but mostly bakes desserts for graduations, birthdays, weddings, baptisms, and other important life events. Morgan is usually booked over 40 weekends each year. Some of Morgan’s other favorite activities include golfing, going to the lake, and beach vacations.

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