KJERULF & GOTO WEALTH MANAGEMENT - Key Persons
Linda started as a Financial Advisor in 1996. In September 2023, Linda retired, marking the culmination of a rewarding career.
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Morgan is the first friendly face you see coming into the office! She meets and greets our valuable clients both in person and over the phone. Morgan and Megan assist each other with following up with clients, diligently managing all incoming/outgoing documents, keeping files organized and up to date, preparing the proper data for client appointments, and many other important tasks.
Morgan was born and raised Oregon and loves calling the PNW home. She has been enthusiastically providing service to clients for the past 15 years and is a wonderful addition to the Kjerulf Goto Wealth Management Team. She currently lives in Albany with her two daughters, their cat Snuggles and dog Luna.
Whitney graduated from Portland State University in 2008 with a degree in Business Finance and has worked in the practice since 2010.
Her focus in the practice is managing the overall administration of client accounts, including assisting with account opening, distribution planning, transferring assets, and placing trades.
Her husband, Dan, is a teacher and they have two daughters: Brooklyn and Bianca.