Founders

David Morgan

Founder and Owner

David Morgan

Founder and Owner

“The most reliable way to predict the future is to create it.” – Abraham Lincoln

David is our fearless leader here at Morgan Financial. Day to day, he brings the ideas, vision, and solutions for creating and maintaining an environment for others to prosper. With a decade of experience in the United States Air Force, David founded Morgan Financial with a veteran-focused vision. He has spent over 20 years as an entrepreneur and 25 in the mortgage industry and is dedicated to providing the best possible loan experience to our customers through honesty and integrity.

When he’s not overseeing the business, David values spending his time with his loving wife Yena, his sons Ben and Nick, and their husky Skai. Whether boating, fishing, snowboarding, scuba diving, mountain running, or hiking, David is always staying active. He enjoys continuing his education on all things science, especially quantum physics, and continuing aviation. Always philanthropic,

Rockledge, Florida

Yena Morgan

Founder and Owner

Yena Morgan

Founder and Owner

"Never, never, never give up." - Winston Churchill

Yena uses her Bachelor's in Developmental Psychology from Penn State and her Master's in Business Management and Technology from Webster University to provide essential oversight of Morgan Financial. As one of the founders of Morgan Financial, starting a trustworthy mortgage bank is one of her proudest achievements.

She and David Morgan share a happy life together with their two sons and husky, Skai. In her free time when she's not studying for her doctrate or volunteering for organizations like the Red Cross and Habitat for Humanity, Yena enjoys running, playing tennis, and gardening. Those who know her describe her as independent, bubbly, and fully dedicated to her work and family.

Rockledge, Florida

Executive Team

Joe Harris

Chief Operating Officer
Joe Harris

Chief Operating Officer

"Good is the enemy of better." - Jonathan Ive

With an Economics degree from Rollins College and extensive experience in the finance industry, Joe oversees and directs several . Being involved in the loan process from start to finish means that he not only ensures the loans that come in are properly handled, but he makes sure that both client and realtor are satisfied with their experience.

Outside of Morgan Financial, Joe is a devoted family man and cherishes time spent with his wife and four children. Furthermore, he dedicates a great deal of time to charity and serves as a board member for Habitat for Humanity of Brevard. As far as his hobbies go, his passion for the water means that he has a knack for surfing and has even competed professionally in body-boarding.

NMLS ID: 322991

Rockledge, Florida

Tia Plowman

Director of Operations
Tia Plowman

Director of Operations

“In the end, it is not the years in your life that count. It is the life in your years.” – Abraham Lincoln

As Director of Operations here at Morgan Financial, Tia does it all. From maintaining operational standards, to strategic planning, coaching team members to be the best they can be, and so much more, Tia is the backbone of our company. She has been with Morgan Financial for 16 years, is the chairman of MF Cares, and leads by example through her loyal, tenacious, and giving personality.

Tia is more than a jack of all trades, she is also a well-versed traveler. During her 25 years as a U.S. Air Force Spouse, Tia lived all over the world; in places like Turkey, Italy, and several U.S. states. Tia’s passion for photography helps her see the world from many different perspectives, and she values her family and her

Rockledge, Florida

Mortgage Loan Originators

Rick Townsend

Mortgage Loan Originator NMLS ID# 562893 P: 321-417-0268

Rick Townsend

Mortgage Loan Originator NMLS ID# 562893 P: 321-417-0268

Bio Coming Soon!

Derek Sichler Headshot

Derek Sichler

Sales Manager NMLS ID# 331186

Derek Sichler Headshot

Derek Sichler

Sales Manager NMLS ID# 331186

"It's not the size of the dog in the fight, it's the size of the fight in the dog." - Mark Twain

With 16 years of experience in finance and banking, Derek has been involved in thousands of mortgage transactions. Through his long career and years of experience, he has had numerous opportunities to serve his clients and provide sound financial advice in all respects. Furthermore, he has found that Morgan Financial matches his core beliefs of upholding honesty and integrity in both his personal and professional life.

Derek and his wife, Deanne, live in Melbourne together with their two teenage boys, Jordan and Caden. In his spare time, he is an active member of the Church at Viera as well as a coach and board member at Space Coast United Soccer Club.

Ready To Get Started?

Apply Now

Charlie Gutierrez

Mortgage Loan Originator NMLS ID# 476628 P: 321-722-7506

Charlie Gutierrez

Mortgage Loan Originator NMLS ID# 476628 P: 321-722-7506

"We must communicate in a way that leaves no room for interpretation."

With over half a decade of professional experience, Charlie brings high achievement, great values, and a strong work ethic to Morgan Financial. As a member of the United States Coast Guard for the last 16 years, he understands the importance of serving the community, and he uses his drive to serve his clients, both military and civilian, to the best of his ability.

Charlie lives at home with his wife of 16 years and his two boys. In his spare time, Charlie volunteers for the Viera Suntree Little League where he serves as League President on the Board of Directors. He is also looked up to as a great coach by children of the community, leading his basketball team to an undefeated season in 2017.

Ready To Get Started?

Apply Now

Mary Cables

Mortgage Loan Originator NMLS ID# 1684545 P: 321-417-0271

Mary Cables

Mortgage Loan Originator NMLS ID# 1684545 P: 321-417-0271

“Helping one person might not change the whole world, but it could change the world for one person.” – Author Unknown

Mary’s determined, dependable and welcoming personality, in addition to her 10 years in the industry, makes her a terrific Mortgage Loan Originator. Working with our clients to understand their needs and providing the best mortgage options is Mary’s main objective. She strives each day to provide the best service to every single client who comes to Morgan Financial and works hard to keep their mortgage on track.

Mary lives here in Brevard with her husband and three children. In her spare time, Mary enjoys quality time with her family by going to the beach, swimming, playing video games together, or watching movies. Her philosophy is to have fun, enjoy life, and help others.

Ready To Get Started?

Apply Now

321-417-0271
Rockledge, Florida

Scott Dunn

Mortgage Loan Originator NMLS ID# 1448245 P: 321-722-7513

Scott Dunn

Mortgage Loan Originator NMLS ID# 1448245 P: 321-722-7513

“Life is ten percent what happens to you and ninety percent how you respond to it.” – Lou Holtz

Scott brings the honor, discipline, and strength of a soldier to Morgan Financial and the industry. He uses his experience in the military and his Bachelor's degree in Technical Management to assist both veterans and civilians with achieving their dreams of owning a home.

One of Scott’s greatest prizes in life is his wonderful family. He is married to his wife of 18 years, and they have 4 adult children together who are all moving on to great things with their lives. When he is not spending time with his family, he is riding on his motorcycle and using that hobby to serve the community. As the Chairman of the American Legion Riders, he has helped to raise over $100,000 to help homeless veterans.

Ready To Get Started?

321-722-7513
Rockledge, Florida

Shannon Edwards

Mortgage Loan Originator NMLS ID# 996628 P: 321-417-0260

Shannon Edwards

Mortgage Loan Originator NMLS ID# 996628 P: 321-417-0260

“If your dreams don’t scare you, they aren’t big enough.” – Ellen Johnson

Shannon is one of our Loan Officers here at Morgan Financial, and has been in the mortgage industry for 15 years, 5 of those as an Underwriter. Shannon has also been a processor, closer, and marketing director for a title company in the past. Resourceful, trustworthy, and loyal, Shannon works with buyers and homeowners to be their resource of information, to guide and educate, and communicate with all parties involved throughout the loan process.

Shannon is the Co-Founder of Girl Gone CEO, and on her off days enjoys going to theme parks and spending time with her family, her rescue dog, and two red-footed tortoises. Her philosophy on life is to be a mentor, have a mentor, always try to improve yourself, be there for family and friends when they need you, and go for

Skylar Nelson

Mortgage Loan Originator NMLS ID# 2068149 P: 321-351-5698

Skylar Nelson

Mortgage Loan Originator NMLS ID# 2068149 P: 321-351-5698

“You do not just wake up and become the butterfly, growth is a process.” – Rupi Kaur

Skylar brings her hardworking and fun-loving attitude to her role as Loan Officer Assistant, as well as her bachelor’s degree in Finance and Accounting and a minor in Psychology. Day to day, Skylar assists with collecting documentation, following up with clients, and facilitating many operations through the loan process. Skylar hopes to one day become a Loan Officer here at Morgan Financial.

Skylar enjoys spending her free time outdoors, with family, caring for her animals – including her monarch butterfly farm, and stays involved with the local community. She previously volunteered for 4 years at the Brevard zoo, 7 years at Wuesthoff Hospital, and participates in local beach clean-ups.

Ready To Get Started?

Apply Now

Johanna Bennett

Loan Officer Assistant NMLS ID# 2088848

Johanna Bennett

Loan Officer Assistant NMLS ID# 2088848

“Attitude is a choice. Happiness is a choice. Optimism is a choice. Kindness is a choice. Giving is a choice. Respect is a choice. Whatever choice you make, makes you. Choose wisely.” – Roy T. Bennett

Johanna is one of our Loan Officer Assistants and brings both her extensive experience in customer service and 4 years in the financial industry to her role. She assists in the loan process by communicating and building relationships with clients, making appointments, and collecting documents. Johanna values giving clients the best possible mortgage experience.

When Johanna’s not at work, she enjoys going to the gym and spending time outdoors; kayaking, running, hiking, or just hitting the beach. Johanna also volunteers with the High Schoolers at Calvary Chapel Melbourne.

321-722-7507 ext. 206

Rob Hathaway

Loan Officer Assistant NMLS ID# 2145467

Rob Hathaway

Loan Officer Assistant NMLS ID# 2145467

“In every dream journey there comes a moment when you have to quit living as if the purpose of life is to arrive safely at death. You have to go after a dream that is destined to fail without divine intervention.” – Mark Batterson

Rob brings his honest, diligent, and reliable approach to his role as Loan Officer Assistant here at Morgan Financial. Rob’s days consist of following up with clients, collecting necessary documents, scheduling meetings, assisting the Loan Officer, and ensuring a seamless process from start to finish.

In his free time, Rob enjoys golfing, spending time at the beach with family and friends, sports, socializing, and occasionally a peaceful Florida rainy day. He and his wife serve Sunday mornings with the Viera East Coast Christian Center Church.

321-417-0257 ext. 218

Daniel Kuhblank

Loan Officer Assistant

Daniel Kuhblank

Loan Officer Assistant

“If you’re afraid to fail, then you’re probably going to fail.” – Kobe Bryant

As one of our Loan Officer Assistants, Daniel assists the team with scheduling, document collection and preparation, and communication between clients and the team. This Florida native brings three years of experience in the Real Estate industry to his role, as well as a bachelor’s degree in Real Estate and experience in residential construction here in Brevard County.

When he’s not at work, Daniel enjoys spending his free time traveling, golfing, fishing, and boating.

321-722-7514 ext. 228

Alexa Velliquette

Loan Officer Assistant

Alexa Velliquette

Loan Officer Assistant

Bio Coming Soon!

Sean McKeel

Loan Officer Assistant NMLS ID# 2163958

Sean McKeel

Loan Officer Assistant NMLS ID# 2163958

Sean brings his loyal, happy, and open personality to his role, and has previously worked as HR Coordinator/Generalist at Craig Technologies, as well as Business Development Coordinator at Brevard Zoo. Sean spends his days assisting in the loan process to ensure a seamless experience for all parties involved in helping our customers achieve their home-ownership dreams.

In his free time, Sean loves to go fishing, play volleyball, and play the guitar, and spend time outdoors. Sean enjoys getting immersed in the local environment, and can identify most animals inhabiting the area.

Jasmine Longo

Lead Loan Officer Assistant NMLS ID# 1932579

Jasmine Longo

Lead Loan Officer Assistant NMLS ID# 1932579

“Life isn’t about waiting for the storm to pass. It’s about learning to dance in the rain.” – Vivian Greene

As our Loan Officer Assistant Team Lead, Jasmine spends her days overseeing the Loan Officer Assistants’ daily duties and responsibilities. Jasmine also assists our Sales Manager, lending a helping hand keeping his business in order. Jasmine brings 5 years of real estate market experience to her role, and most enjoys Morgan Financial’s family-oriented atmosphere where everyone is always willing to step up when needed.

When Jasmine’s not at work, she values spending time with her family, her two dogs, and her cat. They love being outdoors, going camping, and when it’s warm you can find them at the beach or by the pool.

Ready To Get Started?

Apply Now

Nic Nazon

Loan Officer Assistant NMLS ID# 2108587

Nic Nazon

Loan Officer Assistant NMLS ID# 2108587

“Our lives begin to end the day we become silent about things that matter.” – Martin Luther King Jr.

As one of our Loan Officer Assistants, Nic ensures customers have the best Morgan Financial experience possible. From making calls to clients to collect documents, to assisting Loan Officers in the loan process, Nic brings his kind, ambitious, and loyal approach to his role. Nic hopes to obtain his NMLS and one day become a Loan Officer, and most enjoys meeting and communicating with new people daily.

In his spare time, Nic loves to golf, workout, watch sports, and spend time with family. Nic is also a Youth Soccer Coach at Space Coast United and lives by his philosophy to live today, learn from yesterday, and prepare for tomorrow.

Marketing

Jake Honadle

Business Development Representative NMLS ID# 2001052
Jake Honadle

Business Development Representative NMLS ID# 2001052

“And now these three remain: faith, hope, and love. But the greatest of these is love.” – 1 Corinthians 13:13

As one of our Business Development Representatives here at Morgan Financial, Jake spends his days acting as the middleman between our loan officers and real estate agents in the community, and educates South Brevard County on all things Morgan Financial. Jake brings his tenacious and energetic personality, as well as his entrepreneurial experience and Communications degree from Liberty University to his role.

Before settling down here in Morgan Financial, Jake grew up traveling the world with his Air Force veteran parents and has lived in many different countries. In his free time, he enjoys playing the guitar and piano, serving at church, playing sports, and spending time outdoors.

Nicki Jenne

Marketing Manager
Nicki Jenne

Marketing Manager

"It's not about the destination, but the road you take that matters." - Author Unknown

Between her outgoing demeanor and love for people, Nicki makes a fantastic Marketing Manager. She enjoys spending her days working one-on-one with local real estate agents and their clients, as well as leading our exceptional marketing team.

Nicki is quite active and outdoorsy, and loves time spent on the beach, on a boat, wake-boarding, and hiking. In her spare time, she runs a little side business of refinishing dated furniture into new pieces with a charming and rustic flair.

NMLS ID: 1608711

Rockledge, Florida

Katherine DeVito

Marketing Support Assistant
Katherine DeVito

Marketing Support Assistant

"To me, failure is not living up to my potential." - Andy Irons

As our Marketing Support Assistant here at Morgan Financial, Katherine helps maintain our databases, assists in creating content and branding materials, and maintains the closing calendar for all involved in the loan process. She brings her previous experience in Marketing and PR, as well as a bachelor’s degree in advertising, and a minor in strategic communication to her role. Katherine is familiar with VA and comes from a family of Veterans.
In her spare time, Katherine loves to surf, snowboard, paint, collect records, and travel anywhere she can. Adventurous, outgoing, and driven, Katherine is looking forward to getting immersed in Brevard County as she has just recently relocated from New Jersey.

Whitney Buck

Marketing Assistant
Whitney Buck

Marketing Assistant

“Forget regret or life is yours to miss.” - Rent

Whitney brings her degree in business with a focus in marketing, as well as her extensive administrative experience in real estate to her role as Marketing Assistant. She organizes planning, researching, and reporting for the Marketing Department, and helps keep the team on track.

When she’s not at work, Whitney values a well-rounded lifestyle full of travels, outdoor adventures, spending time with family, and relaxing with her cat Gus. She lives an active lifestyle and loves to run 5k’s for charity. Not only does Whitney love to cook, but she has a knack for cake decorating.

Lindsay Clark

Business Development Representative NMLS ID# 1895767
Lindsay Clark

Business Development Representative NMLS ID# 1895767

“Character can not be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved.”

As a previous business owner and entrepreneur, Lindsay brings a wealth of direct knowledge and experience to the table as one of our exceptional business development representatives. Lindsay enjoys spending her days working one-on-one with local real estate agents and their clients, constantly finding new ways to better serve their growing and changing needs.

Outside of Morgan Financial, Lindsay enjoys spending her free time with her family and two beautiful children, Tripp and Tess. Some of their favorite activities include riding bikes, swimming and playing or watching soccer. They love all things outdoors and ocean or water related. They're also FSU & Iowa fans, so during football season, they make sure to stay indoors to catch the game.

Gianna Colletti

Marketing Support - Events
Gianna Colletti

Marketing Support - Events

“Our greatest fear should not be of failure… but of succeeding at things in life that don’t really matter.” – Francis Chan

Gianna’s outgoing, dependable, genuine characteristics make her an amazing Marketing Representative. This Florida native recently graduated from the University of South Florida, where she earned her Bachelor’s Degree in Business Management. Gianna day to day activities includes creating genuine connections with local real estate agents and their clients. She’s also our go to gal for all things events and presentations here at Morgan Financial.

When she isn’t working, Gianna out adventuring, hanging with family and friends, going to the beach or snuggled up with a book.
Her philosophy? You’re doing something right if you are making at least one person smile a day.

Rockledge, Florida

David Lammeier

Business Development Representative
David Lammeier

Business Development Representative

Bio Coming Soon!

321-754-9744

Operations and Support

Heather Chiem

Executive Assistant
Heather Chiem

Executive Assistant

“A little foolishness, enough to enjoy life, and a little wisdom to avoid the errors, that will do.” – Osha.

Heather brings her prior experience as a Finance Manager and a Retail Banking Manager to her role here as Executive Assistant. Heather provides administrative and organizational support to our COO to ensure the company is running smoothly. She brings her determined, passionate, and creative work ethic and her Paralegal Certification from Weber State University to her role.

In her free time, Heather enjoys shopping, watching scary movies, sewing, and playing volleyball. She’s previously done charity work with Soles4Souls, and speaks 4 languages: including French, Tagalog, and Japanese.

Christopher Howell

Junior Underwriter
Christopher Howell

Junior Underwriter

“The truth will set you free… but first, it’ll piss you off.” – Pharrell

As one of our Underwriting Assistants, Christopher brings his reflective, understanding, and determined approach to his role processing documents for our Underwriters and managing the current pipeline of loans. Christopher is analytical and open-minded and enjoys his detective-like duties putting important pieces of the puzzle together for our Underwriters.

True to his life philosophy – Love the life you live; Live the life you love – Chris values traveling, music, cars, fashion, sports, good food, and good beaches. He also enjoys giving back to the community, having volunteered at the Orlando Regional Medical Center in the Post-Surgery Waiting Room and the Salvation Army Elderly Home in Orlando.

Brett Ashbrook

Research & Development
Brett Ashbrook

Research & Development

“A good plan violently executed right now is far better than a perfect plan executed next week.” – General George S. Patton

Brett’s dedicated, motivated, and disciplined work ethic makes him a perfect fit for his Research and Development role. Brett researches and implements valuable technologies for our organization so that we can provide our best service to our customers. Brett brings his background in legal case management and 5 years spent as a U.S. Army medic to his role and enjoys getting to work on new and different projects every day.

In his free time, Brett likes to spend time at the beach with his wife and three dogs, as well as pursuing his passions for woodworking, programming, science, and investing. Brett’s philosophy on life is to live each day with purpose and to help as many people as he can.

Nathan Santa-Parzons

Underwriting Assistant
Nathan Santa-Parzons

Underwriting Assistant

“A person is limited only by the thoughts that he chooses.” – James Allen

As one of our Underwriter Assistants here at Morgan Financial, Nathan spends his days assisting in the loan process, communicating with both the client and the loan officer and helps ensure the smoothest loan experience possible. Nathan brings his confident, committed, and caring approach as well as a bachelor’s degree in Banking and Financial Management to his role.

Nathan enjoys volunteering at Endeavour Elementary packaging and delivering bags of food and hygiene products to families in need. He also enjoys golfing anytime he can, and watching sports when he can’t.

Luke Williams

Underwriting Assistant
Luke Williams

Underwriting Assistant

“You miss 100% of the shots you don’t take.” – Wayne Gretzky

As one of our Underwriter Assistants, Luke spends his days processing borrower documents to prepare them for Underwriting’s initial look, and auditing sections of loan files for accuracy and completeness. Luke brings his honest, loyal, and adventurous work ethic to his role here at Morgan Financial. Having previously worked on the evaluation side of the real estate industry, Luke provides experience in reading and evaluating appraisals.

Luke lives by his philosophy on life, to do what makes you happy. In his spare time, he enjoys golfing and values spending time with family.

Merida Perez

Closer
Merida Perez

Closer

“Don’t put off until tomorrow what you can do today.” – Benjamin Franklin

With 22 years in the mortgage industry, Merida brings her honest, trustworthy, and reliable work ethic to her role as Loan Closer here at Morgan Financial. Merida spends her days reviewing all title documents and closing fees, requesting needed items from loan processors, and monitoring all details of closing to help our customers’ dreams of owning a home become a reality. She most enjoys the company atmosphere and values each day being different and interesting.

Merida lives by her philosophy to do what you can for others regardless of how they treat you, and enjoy each day like it’s your last one. In her spare time, she enjoys reading, taking road trips, baking, dancing, and sometimes just relaxing.

Amanda Rashid

Junior Underwriter Team Lead
Amanda Rashid

Junior Underwriter Team Lead

“What you do makes a difference, and you have to decide what kind of difference you want to make.” – Jane Goodall

As Junior Underwriting Team Lead, Amanda is responsible for building up and leading our Junior Underwriters; helping them achieve their goals, and creating a strong team. Strong, determined, and independent, Amanda has been in the financial industry for over 15 years. She most enjoys the family dynamic at Morgan Financial and values the strong teamwork between everyone.

Amanda is deeply involved in the community, having volunteered with Keep Brevard Beautiful, Meals on Wheels, The Hunger Project, Big Brothers Big Sisters, Junior Achievement, SPCA, and the Humane Society. When she’s not at work, she loves being outside and considers herself a beach bum and a nature nut, yet can also be a homebody and enjoys movie nights with her family.

Alex Robinson

Junior Underwriter
Alex Robinson

Junior Underwriter

Bio Coming Soon!

Bethany Soule

Underwriting Assistant
Bethany Soule

Underwriting Assistant

Bio Coming Soon!

Melissa Wyman

Underwriting Assistant
Melissa Wyman

Underwriting Assistant

Bio Coming Soon!

Ashley Ridenour

Controller
Ashley Ridenour

Controller

“Wisdom is not a product of schooling but of the lifelong attempt to acquire it.” – Albert Einstein

Ashley brings her loyal, careful, and rational work ethic to her role as Controller here at Morgan Financial. Ashley leads the Support Department, overseeing Accounting, HR, IT, and Maintenance. With her background in property management and short-term vacation rentals, Ashley has been a valuable member of the Morgan Financial team since 2015.

Ashley is as local as it gets, with most of her family both from, and still residing in, Brevard County. In her spare time, she enjoys painting, sewing, and crocheting. Ashley lives by her philosophy on life in that it’s not what you do, it’s what you learn along the way.

Rockledge, Florida

Steven Kellum

HR Manager & System Admin
Steven Kellum

HR Manager & System Admin

“Whether you think you can or think you can’t – you’re right.” – Henry Ford

As the HR Manager here at Morgan Financial, Steven brings his 5 years of experience in finance, 5 years of experience in the mortgage industry, and a degree in psychology to bring new talent to the company, install and maintain technical hardware, and promote employee morale and progression. In both his personal and work life, Steven values consistency and simplicity as much as he values doing what you love.

In his free time, Steven enjoys traveling with his wife, playing team-oriented video games, and laughing as much as possible with family and friends. He also enjoys staying involved with local community initiatives, such as the Brevard Children’s Hunger Project, Habitat for Humanity, and various church outreaches.

Rockledge, Florida

Emily Detwiler

Senior Underwriter Lead
Emily Detwiler

Senior Underwriter Lead

“The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart.” – Helen Keller

As Underwriting Team Lead here at Morgan Financial, Emily oversees managing the Underwriting Team and making sure clients are both quickly and properly served. Emily is a Certified Residential Underwriter and a VA/SAR Licensed Loan Originator, and most enjoys helping clients achieve their own American Dream.

Emily lives by her philosophy to live life to the fullest, and in her free time values baking, traveling, and spending quality time with her family. Emily enjoys giving back to the community, working with the Women’s Center of Melbourne and our MF Cares team.

Rockledge, Florida

Evelynne Strick

Underwriter
Evelynne Strick

Underwriter

“Tomorrow is another day.” – Scarlett O’Hara

Evelynne has been in the lending industry for over 25 years in various roles, bringing her expertise to her role as Underwriter here at Morgan Financial. She underwrites preapprovals to help our customers achieve their homeownership dreams through our best processes.

Outside of work, Evelynne likes to go to her lake house for kayaking and enjoys spending time with her loving husband, two sons, and a wonderful grandson. She lives by her philosophy, to have fun and enjoy life.

Rockledge, Florida

Alyssa Hultgren

Underwriter
Alyssa Hultgren

Underwriter

“The only thing standing between you and your dreams is… reluctance.” – Carroll Bryant

Alyssa brings her dependable, motivated, and helpful work ethic and 15 years of experience in the industry to her role as Underwriter. Alyssa plays an integral role in the loan process and enjoys doing so, comparing her role of underwriter to putting together pieces of a puzzle for clients. She also brings her experience as a Navy brat and Air Force spouse to her work here at Morgan Financial’s veteran-focused approach.

Alyssa’s philosophy on life is to do the best you can with what you are given, and hopes to one day retire and travel the world with her spouse. She values family, friends, and travel.

Rockledge, Florida

Robert Valdes

Junior Underwriter
Robert Valdes

Junior Underwriter

“How old would you be if you didn’t know how old you are?” – Satchel Paige

Robert has been processing mortgage loans for over 4 years and is one of our Junior Underwriters here at Morgan Financial. He brings his bachelor’s degree in Finance and his dedicated, focused, and loyal work ethic to his role processing documents, processing third-party order outs, and engaging with borrowers.

In his free time, Robert enjoys watching YouTube and going to Disney. Robert lives by his life philosophy – don’t sweat the small stuff.

Jennifer Rohde

Bookkeeper & Accounting Assistant
Jennifer Rohde

Bookkeeper & Accounting Assistant

“Luck is a matter of preparation meeting opportunity.” – Oprah Winfrey

Jennifer is our Bookkeeper/Accounting Assistant here at Morgan Financial. Day to day, she maintains accurate accounting records for the company, processes payroll, and assists our Controller. Jennifer brings 25 years of Bookkeeping and Office Management experience to her role, as well as her upbeat, open-minded, and independent work ethic. She’s works with our MF Cares team, and most enjoys Morgan Financial’s culture of honesty and integrity, as well as opportunities to learn and improve.

In her spare time, Jennifer likes to spend time exploring the Sunshine State with her husband. Her hobbies include Ornamental Horticulture, birding, and recreational boating, and has lived on her boat for months at a time exploring.

Rockledge, FL

Jessica Toomey

Junior Underwriter
Jessica Toomey

Junior Underwriter

“There is more treasure in book than in all the pirate’s loot on Treasure Island.” – Walt Disney

As one of our Junior Underwriters, Jessica spends her days gathering any important data and documents from borrowers and third parties to compose a complete picture of the loan, and most enjoys putting the pieces of the puzzle together for our Underwriters. Jessica brings her analytical, quirky, and generous personality to her work as well as 4 years of experience in the banking industry.

When she’s not at work, Jessica enjoys sewing costumes, reading, gardening, and running. Jessica values giving back to the community, and sponsors a little girl in Africa through World Vision as well as participating in various charity runs.