Our mission

Morgan Planning Group is dedicated to providing exceptional assistance and advice to each and every client. We pride ourselves on establishing personal, long-term relationships and being a trusted source for all our clients’ insurance and benefit needs.

What it all boils down to is commitment. We’re here for the long haul, nurturing relationships, and using all of our talents, experience and resources to provide the coverage our clients need, and the peace of mind they crave.

To learn how we put our dedication into action, contact us.

We are a family-owned business, now in our third generation.

No field is more future-focused than insurance but at Morgan Planning Group, history counts for a lot. Three generations of family ownership and operation have given us a deep understanding of our clients’ experiences growing their own businesses. Just as important, we have a long, unbroken history of listening to the people we serve and always – always – acting in their best interest.

 

Our firm was founded in 1984 by Gary Morgan, himself the son of an insurance agent. When he first put up his shingle, we were a group of one. More than 30 years later, we’re a bit larger, day-to-day operations are now led by Gary’s son, Scott, and we provide a wider range of services to a growing family of clients, including businesses of all sizes, as well as professional practice organizations, individuals and families. They turn to Morgan Planning Group not only for insurance strategies, but also for financial and investment planning to help achieve their goals for retirement, college funding, estate planning and more. Most important, however, is what hasn’t changed: our focus on making our clients’ lives a little bit easier, and a whole lot more secure.

How clients describe Morgan Planning Group

With client relationships that can be measured not only in years, but decades, we have received quite a bit of feedback from the people we serve. Here’s what they say about Morgan Planning Group – and what you can expect from us:

Trusted

Honesty, integrity and transparency are the bedrock of our practice. We don’t ask for your trust – we do everything we can to earn it.

Experienced

With more than three decades of experience serving individuals and groups, we know our industry, and can access a universe of cost-effective solutions on your behalf.

Committed

We don’t disappear after the “sale.” We’re always accessible and available, and are proactive about helping you stay on course through changing circumstances and new opportunities.

Meet the team

Scott Morgan
President | 612-492-9321

“The most important thing I offer my clients is the combination of up-to-date knowledge and high-touch service. Clients trust me for my expertise and can count on me to have their back.”

As president of Morgan Planning Group, Scott Morgan continues a legacy established by his father, Gary. “He set out to create a business that would be distinguished by the service we provide and the relationships we form,” says Scott. “One measure of our success in that regard is our high client – and for that matter, staff – retention rate.

“I believe very strongly in investing in people. That means giving our staff the opportunity to gain new knowledge, take on new responsibilities, and grow in their careers. And it means going above and beyond for our clients – finding the solutions they need, providing authoritative answers to their questions, and responding in a way that lets them know they’re a priority for us.”

For Scott, family ownership is a key difference between Morgan Planning Group and other firms. “The fact is, for large, publicly held companies and investor-owned enterprises, the customer is not their top priority; it’s shareholders. But here, I’m the shareholder. My name is on the door. And the company that I run is 100% client-focused.”

Scott learned the ropes of his father’s business early – starting with basic filing as a child, and continuing with part-time work during high school and college. Since 2007 he has been employed at Morgan Planning Group full-time, doing everything from developing employee benefit packages to auditing billing and establishing complex group plans. He has been president of the company since 2013.

Scott attended the University of Minnesota and is licensed for Accident & Health, Life in Minnesota and numerous other states. He lives in Apple Valley with his wife, Sarah; kids Axel and Brynn, and cat Milo. Outside of the office, Scott enjoys traveling, cooking, biking, golf and volunteering,

John Byers
Partner | 612-492-9327

“Reputation is everything. Without it, you have no credibility, and before long you’ll have no customers. But doing right by people isn’t just my job as a Partner at Morgan Planning Group – it’s my responsibility as a person.”

A 30-year veteran of the insurance industry, and part of the Morgan Planning Group team for over 20 years, John Byers brings a breadth of knowledge and an impressive record of achievement to our clients. He has chaired the Compliance, Long Term Care, and Disability Income Insurance Committees for Massachusetts Mutual Life Insurance. He has also distinguished himself as a Disability Master and member of the MassMutual Leaders Club and Blue Chip Counsel. In addition, John has conducted workshops nationally on a wide range of topics.

“I have worked with a broad cross-section of the insurance industry over my career, but never have I come across a more capable group of people than we have at Morgan Planning Group,” says John. “The combination of industry expertise and personal commitment to our clients is unique. It owes in part to the fact that we are a privately-owned business whose leadership is directly involved in day-to-day affairs. Beyond that, we have a culture that simply won’t settle for ‘good enough.’ Too much is riding on the work we do for us to take our jobs for granted.”

A native of Orono, Minnesota, John completed his undergraduate studies at the University of Minnesota, attended the Kellogg School of Management at Northwestern University in Chicago, and has completed his Life Underwriters Training. He has been married to his wife Gina since 1987, and together they have two children. He is a past board member of the Minnesota Blades Hockey Program and served as head coach of Wayzata Youth Hockey. He has also chaired several Ducks Unlimited chapters as well as the Hobey Baker College Hockey Awards. A lover of the outdoors, John enjoys sharing time with his family at their lake home in Crane Lake, Minnesota.

Mark Booth
Partner | 612-492-9310

“My goal for clients is simple: to help them achieve their financial goals so that they can live their lives by design, not by default.”

A Certified Financial Planner™ and business consultant who draws on more than a decade of experience advising both individuals and businesses, Mark Booth ensures that the critical aspects of his clients’ financial lives align to advance their objectives.

Mark is a graduate of Augustana College in Sioux Falls, South Dakota, where he earned a BA in Business Administration. A resident of Lakeville, Minnesota, he is active in that community’s Rotary Club, belongs to the Lakeville Area Chamber of Commerce, and is president of the Lakeville North Sports Booster Club.

Jim Erickson
Account Executive | 612-492-9333

“The most important thing I offer my clients is my ability to ‘pull it all together’ – to research and recommend the best solutions to meet their unique needs in a constantly shifting market, to communicate critical information clearly and comprehensively, and take the actions necessary to advance and secure their interests.”

Drawing on more than 20 years of life/health insurance experience, Jim Erickson specializes in sales and account management, with a particular focus on group plans and life insurance. In this capacity, he stays in close contact with Morgan Planning Group clients, analyzing their needs to establish appropriate products and services.

“Our industry has evolved dramatically,” says Jim, “but what hasn’t changed is the nature of Morgan Planning Group. Gary Morgan built his company to be the ultimate solution finder for our clients – to explore every avenue to meet their needs. He believed that doing the right thing for our clients is also the right thing for our business.

“The wisdom of the Morgan Planning Group’s approach has been borne out by time. In the over 12 years I have been here, I don’t think we’ve ever had a client who came back to us and said ‘You steered me wrong.’”

Jim earned a Bachelor of Science from the University of Wisconsin Stevens Point. He is licensed for Accident & Health, Life in the state of Minnesota, and is also certified in Long Term Care (CLTC). Outside of the office, he enjoys biking, training dogs and working on classic cars. He’s also a member of Pheasants Forever & Ducks Unlimited.

Theresa Conrath
Office Manager | 612-492-9320

 “Meeting my clients’ needs requires a specific set of abilities, including detail orientation and strong research skills. They’re two sides of the same coin, because expertise is both the knowledge you have, and the ability to zero in on the facts you need.”

As Morgan Planning Group’s Office Manager and resident expert on COBRA, Theresa works with our clients’ former employees to ensure that all their questions are answered and that premium payments are accurately made. Her extensive background in problem resolution and customer service also makes her the go-to person for a variety of daily challenges and questions.

“I may be unusual in this regard, but I really like the fact that insurance rules, laws and policies are always evolving, because change keeps me challenged. We have a tremendous team at Morgan Planning Group, and we take pride in our collective expertise,” says Theresa.

Something else the team shares: a genuine concern for clients. “People entrust their wellbeing to us, and we strive to be worthy of their confidence,” Theresa explains. “Being committed and responsive to the people we serve lays a groundwork for strong, longstanding relationships, and we have many of them.”

Theresa holds a Bachelor of Arts degree from the University of Minnesota, and she enjoys travel, camping, hiking, and making greeting cards for special occasions.

Brandon Lanning
Data Analyst | 612-492-9338

“I’m a puzzle solver. Often I’ll be presented with a large amount of unorganized data with no clear path to get what we need from the information. The fun part of my job is figuring out how to organize it in a way that turns confusion into clarity.”

As Morgan Planning Group’s in-house Data Analyst and resident tech guru, Brandon Lanning handles most of our data management, ensuring that the many live censuses and databases we rely on are up-to-date and functioning property. “There’s no end of opportunities to innovate,” he says. “With the constant evolution of technology and the rules and regulations that govern our industry, fresh challenges abound.”

Brandon joined Morgan Planning Group in 2013 and quickly demonstrated his skills not just in data management, but in handling the myriad miscellaneous technical issues that arise. Adding to this effectiveness: Brandon is licensed for Accident & Health, Life in the state of Minnesota. “In my position, it helps to understand technology in general and the insurance industry in particular,” he says. Combining those skill sets, Brandon has been able to streamline data management dramatically by automating processes that, in the near past, were performed manually.

In addition to his technological pursuits, Brandon enjoys watching movies and reading when he’s not in the office.  He currently lives in Minneapolis.

Linda Presler
Enrollment Specialist | 612-492-9389

“I work closely with Medicare populations – people who sometimes feel overwhelmed by the complexity of insurance rules. Often, all they require is a skilled explainer, so I do everything in my power not just to give them the information they need, but to ensure they’re confident in their understanding of it.”

Linda Presler is an account specialist who came to Morgan Planning Group with over 30 years of experience administering retirees’ health insurance for the Minneapolis Employees Retirement Fund. There she amassed vast knowledge of health insurance, in particular Medicare and Medicare supplements, while cultivating the skills that make her our “Explainer In Chief” for those populations.

“Working at Morgan Planning Group has been a gratifying experience for me,” says Linda. “All of us here share a commitment to giving our clients our absolute best. That can involve a significant time commitment when dealing with over-65 Medicare populations, but never once have I been asked to spend less time assisting the individuals I serve. And that makes all the difference for them.”

Linda joined Morgan Planning Group in September of 2014. In her spare time, she enjoys sewing, gardening, volunteering, and spending time with her grandchildren.

Faye Sorensen
Enrollment Specialist | 612-492-9312

“Empathy and caring are essential to succeeding in my position. Clients come to us with important concerns, and my first job is to let them know that I understand their needs and will really go to bat for them. Then, applying the business know-how and appropriate sense of urgency to get the job done is of paramount importance.”

In addition to being licensed for Accident & Health, Life in the state of Minnesota, Faye Sorensen brings broad business knowledge and experience to her role in the day-to-day administration of our client groups and individuals.

“I’ve spent a career in business, including a decade in Europe managing a team of sales and marketing professionals for a company with offices across the globe. Working with diverse populations was great preparation for the work I do today because it cultivated a mindset that looks at each client as an individual and enables me to see each issue from a variety of perspectives.”

That’s critical, says Faye, because “this is not a one-size-fits-all business. People have unique needs that require unique solutions. But one thing is true for all our clients: they have a lot riding on what we do for them, so it’s important that we get it right.” In addition to drawing on past business experience, Faye spends considerable time staying on top of changing rules and regulations that govern benefits administration, and taking advantage of professional development opportunities.

Faye works primarily with our largest clients, assisting with enrollments, terminations, COBRA administration, claims issues and everything in between, while also providing support across Morgan Planning Group’s other individual and group practices. One of the things she likes best is the opportunity to help clients remain in compliance with the complex requirements regarding employee benefits, and to educate and increase their knowledge as well.

Faye received her bachelor’s degree from Luther College and earned an MBA from the London Business School. She lives in Woodbury with her husband, Andrew, and golden doodle, Violet. Two children, one still in college, complete the empty nesters’ clan. Outside of the office, Faye enjoys reading, music, yoga and a wide range of outdoor pursuits, including golf, skiing, ice skating, biking, hiking and mountain climbing.

Kyle Adamson
Enrollment Specialist | 612-492-9339

“When a client calls me with a problem, it feels good to solve it. That’s because I haven’t just met a need, I’ve helped put them in a position where they can do their best work.”

As an enrollment specialist at Morgan Planning, Kyle not only sets up coverage for our customers, he ensures that changes, terminations and other transitions are handled seamlessly, with no disruption to the individual or employer. Knowledge, resourcefulness and an ability to pivot are essential to what he does, and on these counts Kyle is aided by a team as responsive as he is. “We’re all on the same page,” he says, “and that enables us to address our clients’ issues efficiently.”

Kyle earned a Bachelor of Fine Arts in Creating Writing and English at Hamline University, and an MFA in Creative Writing through the Bennington Writing Seminars. Prior to that, he served four years in the United States Marine Corps. An avid reader, Kyle also enjoys long-distance running and fly fishing along the Root River in southern Minnesota.

Rebecca Czysen
Enrollment Specialist | (612) 492-9358

“Many companies develop systems to limit the amount of time they spend with clients. But at Morgan Planning, cultivating personal relationships is at the very heart of our business.”

Clients rely on our Enrollment Specialists to understand their unique needs and provide the guidance and clarity they need in an ever-changing business environment. Rebecca’s commitment to getting to know the people she serves makes her a powerful asset on all these fronts.

“Whether handling enrollments, terminations, COBRA issues, or simply answering questions about the various plans we offer, my job is to make things as easy as possible for our clients,” says Rebecca. “I want them to know they’re in good hands, and the size and culture of Morgan Planning enable me to give them that peace of mind.”

A native of Steven’s Point, Wisconsin and a graduate of the University of Minnesota, Rebecca earned a Bachelor of Science in marketing. Outside of the office, she enjoys hiking, boating, and spending time with her family. She’s also an adept remodeler – most recently helping to rebuild an 1800’s farmhouse.

Alisha Magee
Enrollment Specialist | 612-492-9343

“My job is to look beyond the black and white, because each client’s needs are unique, and the solutions available to them are always changing.”

Alisha brings a powerful array of skills to her position as an Enrollment Specialist, including an ability to focus on the individual while absorbing a vast amount of information on the various carriers and plans we offer. “Every day I rely on a combination of critical thinking and multi-tasking,” she says.

What attracted Alisha to Morgan Planning was the firm’s dedication to getting it right for our clients. “This is a group of people who really care,” she explains. “That binds us not only to our customers but to one another, which is important because the only way to meet our clients’ needs is by working collectively to get the job done.”

Born in Hutchinson, Minnesota, Alisha attended Minnesota State University, Mankato and Metropolitan State University, earning a Bachelor of Arts in Professional Communication with a focus in Public Relations. A budding rock climber, she loves being active outdoors and is also an avid cook.

Jessica Mumford
Enrollment Specialist |

“I want my clients to know I’m on their side, that I’m giving them honest, transparent and complete information to meet their needs.”

Before joining our team, Jessica was an HR specialist for a Morgan Planning Group client. “In that capacity I had regular contact with the firm. I always felt that they were good people with a genuine desire to do what’s best for their customers. I also respected their ability to translate complicated information and communicate it effectively so that no one was ever left feeling confused. Those are qualities that I share, so I knew we’d be a good match.”

 

In her position as Enrollment Specialist, Jessica draws on many of the skills she had gained in previous positions, including the ability to master a wide and ever-changing amount of information, then apply it to the needs of the individuals. “It’s a great feeling of satisfaction when a client tells me they feel heard and equipped to make the best decision for themselves and their families.”

 

Jessica earned her BA degree from the University of Minnesota-Twin Cities and her MBA in Human Resources Management from Strayer University. After living for the past few years in Omaha, she’s happy to be back in the Twin Cities. “People here never take good weather for granted,” she says. When Jessica’s not enjoying the metro area’s parks and lakes, she loves to cook, watch documentaries, and hit the gym.

Brian D. Carter
Vice President of Sales | 612-492-9303

“First and foremost in my position, you have to be a good listener and understand what a client actually wants and needs.”

Brian joined Morgan Planning Group in 2020, but he had a long history with the firm as a former client. “I worked with an insurance carrier and Morgan Planning Group included our products in their portfolio. I knew this was an organization whose values aligned with mine. So when the opportunity arose, I seized it. I wanted to work with people who always strive to do the right thing, and who view client relationships as a true long-term partnership.”

 

As Vice President of Sales, Brian not only focuses on generating new business, but on quarterbacking existing client relationships to maximize the value we bring to each client. “It’s my job to truly understand their business so that I can offer the expertise, ideas, and products our customers need to advance their objectives,” explains Brian. “When it comes to insurance, I take on the heavy lifting for them, so that they’re free to focus on the business itself.”

 

A graduate of Augustana College in Rock Island, Illinois, Brian has lived in the Twin Cities for most of his career. Still he remains a die-hard Cubs and Bears fan. When not cheering on his favorite teams, he loves spending time with his family at their lake home in Darwin, Minnesota. “Whether it’s riding the jet ski or relaxing on the pontoon boat,” says Brian, “we love the cabin life.”

Contact us with questions

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