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Trevor Morgan

Let us help you build a policy.

AZ, FL, IL, OR, TX, WI

Professional Background
I was in the U.S. Military Active Duty for 5 years. After I became disabled and Honorably discharged I was a registered securities representative for another top company where I went on to gain both my Series 7 and Series 63 Licenses, from there I gained my Investment Advisor Representative designation and then I was promoted to Director of Training and Development for the State of Wisconsin. The opportunity came along in 2011 to come to American Family Insurance and it was truly a dream come true. As the Agency Owner I truly value each of our clients and when you come into our office you will feel it is a warm environment. We fully understand many companies say that you are like home with your insurance agent but we truly hope that you will see that we take it a step further and get to know all of our clients on a personal basis, carefully finding the right approach that works for YOU and finding the right insurance products to ensure your assets are protected against loss. I am a different kind of agent, you will find that I am laid back but extremely passionate that our clients can get a hold of me when needed and answer EVERY email! I am proud to work for a diverse company and our office is made for your comfort, including beverages, recliners, a huge saltwater aquarium that kids love and will look forward to visiting the insurance office to feed the fish and watch Nemo and Dori swim the tank. We proudly welcome you to our agency. My staff and I can't wait to get to know you. We will always look out for your best interest.
Hobbies & Interests
I am married to a beautiful Wife Ashlee and proud Daddy to my daughter Jasmine and my son Lincoln.
Honors
Proudly honored as a Certified American Star Agency for CUSTOMER EXCELLENCE! All American member in 2012, 2013, 2014, 2017 and 2018. Wisconsin East 5 year Hall of Fame member for AFLIC award designee in 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019 while achieving the top award of DISTINGUISHED LIFE DIAMOND. Our Agency is extremely proud to have Customer Satisfaction score of 9.53 out of 10 recently, a very high level which shows our clients that they are our top need each and every day, THANK YOU!
Organizations
Completed the Life Underwriting Training Council Fellow (LUTCF) designation through The American College Completed the Financial Services Certified Professional (FSCP) designation through The American College Ambassador for The Wisconsin Veterans Chamber of Commerce Life Member of Disabled American Veterans Member of AMVETS Member of The American Legion Vice Chairman of the board of directors for Veterans Outreach of Wisconsin Actively participate with the HALO homeless shelter in Racine, WI doing a yearly coat drive providing over 150 coats a year to the shelter plus gloves, scarves, etc. used for warmth in our WI winters Actively coordinate with the Mount Pleasant Police Department to help activities that promote opportunities for our troubled youth by donating time and money, resources, movie tickets, raffles, shirts etc. to honor them for their goals that each child has reached
Previous
Active Duty in the United States Military for 5 years State Director of Training and Development for an insurance and financial firm and a licensed Investment Advisor Representative carrying both my Series 7 and Series 66 Licenses previously