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Morgan E. Stephani

Morgan E. Stephani

Client Relations Specialist

Morgan is a Client Relations Specialist at McGlone Suttner Wealth Management. As the primary point of contact for clients seeking assistance, she excels in client communication, schedule management, and the efficient delivery of both verbal and nonverbal information.

Armed with a degree in Corporate Health and Communications from the University of Wisconsin-Whitewater, Morgan brings energy and knowledge to her position. Her professional journey includes eight years at Cadre Services, where she served as a Client and Personnel Support Specialist. In this role, Morgan conducted intake meetings with clients, interviewed and shortlisted job candidates, and honed applicant information using coordinated communication within her team.  Morgan’s responsibilities included meticulously proofreading and checking of applicant information as a crucial aspect of her duties.

As a detail-oriented professional, Morgan thrives in customer service, ensuring that tasks are executed with precision and timeliness. Her time management and multitasking skills contribute to the seamless functioning of the McGlone Suttner team. Building strong, positive relationships with clients  and delivering results that exceed their expectations is a priority for Morgan.

Morgan, along with her husband Matt and their son, calls Neenah home. The family enjoys time at their Lakewood cabin, camping with her entire family annually at Peninsula State Park, attending sporting events, and crafting memories with family and friends.