Steve Morgan is an investment advisor representative of Journey Investments, LLC, a state registered independent investment advisor, serving customers in Broomfield, Colorado and surrounding communities.
Steve Morgan’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Owner, Journey Investments, LLC
Co-owner, Journey Insurance Service, LLC
Steve has been providing financial education to people of all ages all along the Front Range. His financial seminars have been attended by thousands of people. He has taught workshops on long-term care, financial planning, debt management, IRA distribution strategies, Veterans benefits and Social Security planning. Steve enjoys the thrill of public speaking and is available to speak at your church or company event.
He started his career on the insurance side in 1997 working in the long-term care insurance field. In 1999, he passed his series 6 & 63 exams and moved to estate and income planning.
Steve realized that in order to have the freedom and independence to find financial solutions that best fit his clients’ unique needs, he needed to change his licensing structure. He soon passed the series 65 exam and became an Investment Advisor Representative of Journey Investments, LLC, a registered RIA firm that he founded in 2008. Now he builds a client’s financial plan based on their needs and goals.
Steve’s vast understanding of the insurance and investment industry enables him to provide clients with the best information possible while adding a service standard that goes above and beyond the norm. He shows people how to maximize all sources of income from Social Security to pension distributions while incorporating tax-saving strategies into every plan.
- Investment Advisor Representative
- State insurance licensed for life & health
- Ed Slott’s IRA workshop graduate
- National Social Security Advisor
Compliance Officer, Journey Investments, LLC
Co-owner, Journey Insurance Service, LLC
Lin grew up in a military family and spent most of her childhood living around the world. She is very active in her church and community, and provides many hours of service. Her hobbies include quilting, stained glass and reading. When the kids started leaving in 1997, Lin started working for a local insurance office in Berthoud. But first, she is a mother and grandmother to her five children and nine grandchildren.
Her experience with losing a loved one, taking care of elderly parents, raising children (the youngest is 33 years old), and enjoying her grandchildren, helps to keep what is most important in life central to her planning process.
Currently, Lin runs the day-to-day operations of the business. Between juggling client appointments, seminar arrangements and processing applications, Lin keeps the office running smoothly. Lin serves as the compliance officer for Journey Investments, and she is also a registered notary.
- Notary public
Ambar has been in the insurance and financial services field for more than 16 years. During those years she worked insurance claims for Life, Health, and Fire policies where she assisted thousands of clients recover from life’s unexpected events. She quickly realized in order to have the most impact she would need to educate others in the skills needed to understand and apply policy language to every day situations. So, she moved into leadership where she mastered the art of public speaking and focused on educating hundreds of adults in insurance and financial services policies.
Her passion for education and individual development lead her to Journey Financial, where she applies her industry knowledge to assist clients in not only recovering from life’s events; but also put plans in place to avoid potential pitfalls in life’s journey.
She brings with her a vast knowledge of the insurance and financial services market and an educational background rooted in understanding the challenges individuals face in preparing for retirement and beyond. She currently holds her Charter Life Underwriting (CLU), Charter Financial Consultant (ChFC), Charter Property Casualty Underwriter (CPCU), and Fellow, Life Management Institute (FLMI) designations. Additionally, she has Masters in Management with and emphasis in Human Resource Management.
- Colorado State Life License