Morgan Hernandez

Client Service Associate | Seattle | 206.258.5171

How do I help clients Live a Richer Life®?
As a CSA, I ensure attention to detail and efficiency in administrative processes so that our clients have confidence that their accounts and requests are being handled accurately. When the clients feel confident and comfortable in their financial wellbeing they are free to dedicate their energy to living a richer life and enjoying their passions.

How do I align my time and money with my values and passions to Live a Richer Life®?
I am passionate about helping others and passionate about dance. I align my time and money with these passions to help me build my Latin Dance company. I love to invest in my growth as a Dancer through training and mentorship programs because I know it can benefit my students growth as well. Working towards a better version of myself, teaching all types of people the joy and benefits of dancing, and expressing my creativity are all a part of how I live a richer life.