Financial Peace of Mind

“It really kind of helped with my evolution in the business, knowing that there are so many people out there that could use our help, that could use our advice, just have that kind of financial peace of mind.” – Cristen Morgan

Cristen Morgan, owner of Lake Norman Financial Group, always knew she wanted to help provide some sort of financial peace of mind for people. Today, she specializes in working with women, business owners, executives, and their families. You don’t want to miss this brand-new episode of Cambridge Stronger as Morgan shares how she expanded her business in 2004. She also highlights the key to navigating different types of conversations depending on the clients she’s serving, and how stepping out of her comfort zone has played a role in her development as a relationship builder. As a winner of the Community Service award at the 2023 Invest in Others Charitable Foundation awards, Morgan shares how she’s continuing to make a difference in the lives of others in her community.