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Barbara Morgan

As the office manager, Barbara manages the client database, prepares paperwork for meetings, prepares and submits client applications for investments and insurance, submits and tracks incoming checks, resolves issues with the home office, schedules and confirms appointments, manages work flow, and works to make sure files and paperwork meet our compliance standards. Barbara also performs various administrative duties including typing letters, filing, ordering supplies and answering the phones.

Barbara has a BA in Fine Arts from the University Of Maryland University College. She is married with two boys. She is also the President of a non-profit which was initiated to restore and preserve a historic farm in Annapolis. She enjoys spending time with her family, history, reading, scrapbooking, outdoor activities and Raven's football.