About the Presenters:
Phil Morgan is a Principal with Drake, Lehner & Morgan, LLC, which focuses on two main disciplines. They work with businesses of all sizes, providing benefit programs to help employers retain, reward and recruit key talent. They also assist personal clients with estate planning and insurance planning according to the client’s individual needs. Phil has been in the insurance industry for 32 years.
Phil has a Bachelor of Science degree from La Salle University, Philadelphia, PA – School of Business Administration and obtained his Charter Life Underwriter (CLU) designation from the American College, Bryn Mawr, PA. Phil has been married for 27 years to his wife, Gail, and they have two children presently attending college.
Cassandra Queen is Stonecrop Wealth Advisor’s Financial Planning Director with 13 years in the financial industry with the last four focused on financial planning. She has been working with Doug MacGray for ten years serving families and institutions. She is currently studying for the Certified Financial Planner designation with The American College.
Prior to joining Stonecrop, she was an associate financial advisor with Compass Ion Advisors. Cassandra passed FINRA Series 65 in 2018. Prior to that, Cassandra was the direct assistant to the President of a Complete Investment Management. She began her career at Morgan Stanley as an intern, where she obtained her FINRA Series 7 and 63 licenses through their training program.
Cassandra obtained her B.S. in Business Administration and Finance with a minor in Education from La Salle University.