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.

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.

Matt Leine
Account Manager | 612-492-9343

“The level of expertise at Morgan Planning Group is such that clients and insurance companies alike rely on us for our ability to explain, interpret and translate contract language. That makes us both a powerful advocate for individuals and a valuable business resource for employers and insurers.”

In his role as Account Manager, Matt runs point on a wide range of group interactions, from helping to manage and set up group plans, to resolving issues, answering questions, and providing a wide range of assistance to plan members.

“Sometimes it’s my job to remind insurers of their obligations to individuals, other times I help individuals who have run into issues due to errors or lack of understanding on their part,” says Matt. “I’ve found that when you have command of the facts, there are very few issues that can’t be resolved to everyone’s satisfaction.”

Beyond going to bat for clients in extraordinary circumstances, Matt helps Morgan Planning Group provide a level of service seldom offered by other firms. “We go the extra mile,” he says. “We’ll help administer plans, process applications, follow up on claims issues, and more. Clients appreciate it and so do insurers.”

Matt joined Morgan Planning Group in 2014, and is licensed for Accident & Health, Life in the state of Minnesota.  A native of Farmington, Minnesota, he attended Inver Hills Community College and enjoys a wide range of outdoor activities, including disc golf, target shooting, canoeing, biking and skiing.

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.

Alex Johnson
Enrollment Specialist | 612-492-9339

“I studied German in college and at Morgan Planning Group I’m a translator – but it’s not Deutsch I’m converting to English, it’s insurance jargon, a language all its own. Fortunately for our clients, they don’t have to learn it, because we’re here to explain it to them.”

As a principal interface between our clients and insurance companies, Alex spends a lot of time translating, clarifying, and searching for the hidden meanings in obscure policy clauses. “It’s been really gratifying for me to learn the industry jargon,” says Alex, “because it’s so important to cut through it for our customers. Insurance is important, often complicated stuff, and it’s my job to take away the intimidation factor for our clients so that they can make informed decisions.”

One thing that makes his job easier: “The level of expertise at Morgan Planning Group is amazing. Our team knows insurance better than a lot of insurers, and every day I learn from them. It’s a great feeling because the more I know, the more effective I am as an advocate for individuals who often have to face off against large corporations,” explains Alex. “It’s a good feeling to work with people who truly care about doing the right thing and encourage me to act on those values.”

A graduate of the University of Minnesota (Twin Cities), Alex earned a Bachelor of Arts in history. In addition to his interest in language, he’s also a student of art history, a follower of podcasts, and a golf and film enthusiast.

Kaitlin Callahan
Account Specialist | 612-492-9358

“My role at Morgan Planning Group is unique in that projects come at me from all directions. For a lover of routine, it would be stressful, but as a person who dreads falling into a rut, I love the challenge of shifting gears and prioritizing on the spot.”

Kaitlin Callahan assists every member of the Morgan Planning Group team, but her position as Account Specialist goes way beyond merely providing support. She’s a self-starter whose mastery of multiple skills, processes and organization makes her a linchpin of the company.

“Two of our greatest strengths are our expertise and our ability to bring it to bear nimbly and authoritatively for those we serve,” says Kaitlin. “I get a lot of satisfaction from being a principal information conduit within Morgan Planning Group, and between us and our clients.”

A Minnesota native who double majored in linguistics and psychology at the University of Wisconsin – Milwaukee, Kaitlin enjoys travel and spent two years living in Taiwan. She’s also “way too into” musical theater and loves to fish and hike.

Contact us with questions

Morgan Planning Group

The Fifth Street Towers 100 South Fifth Street - Suite 2300
Minneapolis, MN 55402
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