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.
Cristen M. 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.
Beth Smith, Office Manager
Beth Smith moved to the Lake Norman area from Sunrise, Florida in 2005. With an extensive background in Client Services and Communications, Beth serves as Office Manager and Client Relationship Coordinator for Lake Norman Financial Group, Inc. and brings a high level of ethical insight, integrity and personal service to our clients. You will find that she excels at understanding your needs and surpassing your expectations.
Education: The University of Florida | Gainesville, Bachelor of Science Degree in Advertising
Out of the Office
In her spare time, Beth enjoys spending time with her two children, Lindsey and Reid and their puppy, Oakley and cat, Riley.
Sandra Dopf Lee, Coach & Mediator
Sandra is a certified life coach, divorce coach, & family mediator. For over 12 years, she has equipped, educated & empowered individuals on their divorce journeys. Sandra works to ensure the parting couple makes healthy & fair decisions that encompass what is best for the entire family. Sandra’s approach is authentic & straight forward, yet is coupled with passion & heart.
Sandra Dopf Lee & Cambridge Investment Research Advisors, Inc. are not affiliated.