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Client Services Manager and Estate Planning Paralegal

“Experience, Expertise, and a Personal Touch”

Way Financial’s team: Dedicated professionals committed to your financial well-being.

Morgan Hutchison

Client Services Manager and Estate Planning Paralegal

As a Client Services Manager & Estate Planning Paralegal, Morgan is dedicated to building meaningful relationships with clients and making the estate planning process feel simple, organized, and approachable. She enjoys helping clients feel comfortable and confident as they make important decisions for themselves and their families.

Morgan began working for an attorney while she was in high school, where she developed an interest in the legal field and estate planning. After working alongside the same attorney for many years, she gained a strong foundation in estate planning and saw firsthand the meaningful difference thoughtful planning can make for clients and their families. This experience inspired her to pursue a career in the legal field, earning her B.A. in Political Science and Philosophy from California Baptist University, where she graduated Magna Cum Laude and was inducted into the National Honor Society for Political Science.

Morgan is committed to living out her values of loving God and loving others in both her personal and professional life. To her, this means more than simply being kind—it means choosing to listen, encourage, serve, and walk alongside others through both their joys and their challenges.

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