Making A Difference
Each individual, family, and business is unique in every way. The “one-size-fits-all” approach, that big companies love to use, will never help you reach your full potential, and will never teach you what you need to succeed. Here, at Morman & Company, we deliver custom solutions, tailored specifically for you. We understand and work with: your struggles, your circumstances and, your one-of-a-kind challenges.
Our team works closely with an individual to ensure the execution of the best financial planning for you, your family and your business. By utilizing your individual goals your positioned to build and maintain a permanent financial foundation. Utilizing the analyst team, debt free process, and insurance planning, you’re on your way to a healthier and wealthier you. The professional team will continue to provide guides to keep you on track and are available to answer any concerns or questions you may have to keep you focused on the goals you have set.
Who We Are
With over 100 years of combined financial services experience, we can help you remove the red flags in your life that are stifling your growth and preventing you from living the life you’ve dreamed of. Helping people is at the heart of what we do every day.
Even in this time of unprecedented access to information, there remains a lack of financial knowledge among individuals, families and businesses. Our associates are ready to provide the tools and guidance needed to help you make informed financial choices and meet your goals.
The Financial Empowerment Guru
Chantelle L. Morman
Chantelle Morman is a certified financial educator, national speaker and best selling author and leading financial advisor for Morman & Company. During her tenure at State Director of a federally-funded outreach program focused on sustaining the health of families within communities of Iowa, Chantelle was exposed to the needs of the community juxtaposed against the lack of opportunities accessible to most people due to their lack of knowledge, education and motivation. Consequently, she championed for financial education programs aimed at building generational wealth through customized financial planning with a promise to leave no family behind. In 2011, Chantelle launched Morman & Company to help individuals with their financial health so they may live the life they say they want to live.
Known as “The Financial Empowerment Guru,” Chantelle has owned and operated successful service businesses within the communities where she has lived to enjoy the freedom derived from being an independent business owner. She holds a bachelor’s degree from the University of Northern Iowa.
As a resident and business owner in the Miami Metro area, Chantelle is the mastermind behind Stomp Out the Red and other popular networking events aimed at growth and empowerment within the local community.