Meet Our Team

Everyone at Lake Norman Financial Group is here for the same reason – you.  Our purpose is to help you and your family achieve your financial goals and personal dreams.  Financial Planning requires both understanding and knowledge. We have both. Through the power of collaboration, our team approach brings our unique experiences together to offer personalized advice, guidance and effective implementation.  This, in turn, allows our clients to make effective financial decisions. We are committed to our clients, to one another, and to our profession.  It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck

Cristen Morgan

OWNER/FINANCIAL ADVISOR

Cristen M. Morgan has been working in the Financial Services industry since 1999. She attended Hollins University in Roanoke, Virginia where she obtained her Bachelor’s Degree in Economics and Finance.  Cristen returned to the Charlotte area to start her financial career as an Analyst in the commercial paper division for Bank of America.  

In 2001, she was accepted into the Professional Development Training Program with Legg Mason Wood Walker where she gained the knowledge and experience to become a Licensed Financial Advisor.  In 2004, Cristen expanded her financial services practice to the Lake Norman area, specializing in working with women, business owners, executives and their families to build strong, successful relationships and avoid investment mistakes. Through her honesty, integrity and experience, Cristen’s passion to help others is evident in all aspects of her life.  She is active in the Lake Norman community and serves in several leadership positions.

Cristen is licensed in the following states: CT, FL, GA, IL, IN, MD, NC, OR, PA, SC, VA

Licenses & Designations:

  • Investment Advisor Representative and Registered Representative licensed through Cambridge Investment Research Advisors, Inc.
  • Series 7:  General Securities License
  • Series 66:  Investment Advisor License
  • Life & Health Insurance License
  • Long Term Care Insurance License
  • AAMS – Accredited Asset Management Specialist

Community Involvement & Recognition

  • The Executive Women of LKN – Past President
  • North Mecklenburg Rotary Club – Past President
  • Rotary Club International – Paul Harris Fellow
  • USTA – Member/Volunteer
  • Lake Norman Tennis Association – Member/Volunteer
  • Barium Springs Home For Children – Mission Awareness Committee, Table Captain, Food Drive Sponsor, Giving Them Hope Society

Out of the Office
In her free time, Cristen enjoys playing tennis, golf and boating. She also takes pride in serving her community.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck

Danna Nealon

ASSOCIATE FINANCIAL ADVISOR, CFP®, CDFA®, CLTC ®

Danna leverages her years of professional advisory experience, her personal experiences, and her passion for financial education to empower clients to make financial decisions with clarity and confidence.

Danna prides herself on a personalized approach to assisting our clients in gathering and understanding their financial information and assisting our clients in making financially sound decisions.

Danna began her financial services career by obtaining her Certified Financial Planner TM certification and a financial advisory position with Merrill Lynch.  She continued to specialize in Divorce Financial Planning, obtaining her Certified Divorce Financial Analyst® certification and ultimately finding her home at Lake Norman Financial Group focusing on financial planning.

Licenses & Designations:

  • Series 7:  General Securities License
  • Series 66:  Investment Advisor License
  • Certified Financial PlannerTM  (CFP®)
  • Certified Divorce Financial Analyst (CDFA)
  • Certified in Long Term Care (CLTC)

Caroline Cobb

CLIENT RELATIONSHIP MANAGER

Caroline joined Lake Norman Financial Group in 2016.  Her previous experience had been in retail and medical practice management, having worked for Williams-Sonoma the preceding 12 years.  Caroline will likely be the friendly face to first welcome you to our office.

Caroline is married with two grown sons.  She and her husband, Tom, relocated to North Carolina from Florida in 2002; raising James and Michael in Huntersville.

Outside of work, Caroline enjoys time with family (including furry family members) and friends, reading, cooking, and travel.

Parker Jackson

FINANCIAL ASSOCIATE

Parker joined Lake Norman Financial Group in 2024 after graduating summa cum laude with Honors from the University of North Carolina Wilmington. She earned a Bachelor’s degree in Business Administration with a double concentration in Economics and Business Management. Committed to continuous professional growth, she successfully passed the Securities Industry Essentials (SIE) exam in 2024 and is actively pursuing the ᴄᴇʀᴛɪꜰɪᴇᴅ ꜰɪɴᴀɴᴄɪᴀʟ ᴘʟᴀɴɴᴇʀ™ (CFP®) designation. With a strong passion for financial planning, Parker is dedicated to helping clients achieve their personal financial goals while growing alongside the firm.

A Lake Norman native, she has a deep-rooted connection to the community. Outside of work, she enjoys traveling, spending quality time with family, and boating on the beautiful waters of Lake Norman.