Client Service Manager
Morgan Shepherd joined ASI in December of 2022 as Client Service Manager in our Portland, Oregon office, and is committed to further ensuring ASI’s commitment to delivering a fantastic client experience.
Prior to joining ASI, Morgan’s 20 years of financial services experience includes Client Service and Strategic Partnership roles with regional wealth management firms, as well as extensive experience in Senior Client Service roles for middle market commercial banking clients throughout the Portland Metro area. Morgan also has expertise in both personal and commercial lines insurance sales, service and financial planning/risk management, and currently holds Property/Casualty, Life and Health insurance licenses. Throughout her career, Morgan has worked with a diverse range of clients, from individuals to large corporations, providing sound financial advice and guidance.
Morgan moved to Portland in the fall of 2011 due to her love of the Pacific Northwest, and currently makes her home in Vancouver, Washington. She has a deep passion for animal welfare, and spends her free time volunteering with rescue organizations and working with behaviorally-challenged dogs. She also loves to explore the surrounding areas for hidden gems, always in search of the next secluded waterfall hike or perfect cup of Portland coffee.