Steve Morgan

Steve Morgan
SMART Advisor

Office Tel:
800-287-3041

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 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. His goal is help people 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

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 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. His goal is help people 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

Steve Morgan
SMART Advisor

Office Tel:
800-287-3041

Ambar Reddekopp

Ambar Reddekopp
SMART Advisor

Office Tel:
800-287-3041

Ambar has been in the insurance and financial services field for more than 20 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 co-own The Journey Financial Group, 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 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. Investment Advisor Representative

 

  • State Insurance Licensed for Life & Health
  • Master’s Degree in Management with an emphasis in Human Resource Management
  • Charter Life Underwriting (CLU) Designation
  • Charter Financial Consultant (ChFC) Designation
  • Charter Property Casualty Underwriter (CPCU) Designation

Life Management Institute (FLMI) Designation

Ambar has been in the insurance and financial services field for more than 20 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 co-own The Journey Financial Group, 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 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. Investment Advisor Representative

 

  • State Insurance Licensed for Life & Health
  • Master’s Degree in Management with an emphasis in Human Resource Management
  • Charter Life Underwriting (CLU) Designation
  • Charter Financial Consultant (ChFC) Designation
  • Charter Property Casualty Underwriter (CPCU) Designation

Life Management Institute (FLMI) Designation

Ambar Reddekopp
SMART Advisor

Office Tel:
800-287-3041

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