A plan, a process, and a professional are the building blocks of your financial pyramid.
800-287-3041

Our Company

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.

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Steve Morgan

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

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Lin Morgan

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.

Lin joined her husband in his business and became a licensed insurance agent and full partner in 2005. Lin brings a level of compassion to the financial planning process. 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.

  • State insurance licensed for Life & health
  • Notary public