Morgen B Rochard, CFA, CFP®, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a financial advisement firm. At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. Before striking out on her own, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.
