Meet Morgen Rochard -
Morgen Rochard

Morgen Rochard

Managing Member Origin Wealth Advisers LLC


Morgen Rochard is the Managing Member of Origin Wealth Advisers. Origin is an independent, fee-only practice dedicated to helping families align their finances with their life goals. Morgen is a CERTIFIED FINANCIAL PLANNERâ„¢ and a Chartered Financial Analyst. Prior to founding Origin, she managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. She is also a financial coach and runs a podcast, called Money Owners Podcast, which focuses on our mindset around money.

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