Mike Morgan

Client Transactions Coordinator

Mike Morgan is a Client Transactions Coordinator at Tempo Wealth. With 4 years of experience in the financial services industry, Mike makes sure client trading and money movement requests are carried out accurately, on time, and with careful attention to detail.

He works closely with advisors and across custodial platforms to carry out client instructions, track each request through completion, and keep thorough records along the way. Mike’s precision and strong compliance focus help clients feel confident that their accounts are being handled with care.

Mike graduated from The Ohio State University with a Bachelor of Science in Family Financial Planning and lives in North Olmsted with his wife, three kids and an aquarium full of aquatic species. Outside of work, he enjoys golfing, fishing, and coaching youth sports.

"Our clients aren't looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."

Bernie Garrah

Principal, Wealth Advisor

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