REAP in Wealth Management, LLC

David Morgan is a financial advisor with REAP in Wealth Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., and has been affiliated with Reap, LLC since 2001. Outside of his advisory role, Morgan is a registered insurance agent involved in the sale of fixed and insurance products. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, offering retirement and estate planning, cash flow and tax planning, and access to third-party portfolio managers. The firm implements investment strategies tailored to clients’ objectives and risk tolerances, utilizing both direct management and sub-advisors.

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Suzanna Koizumi is a financial advisor with REAP in Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She worked at Vfa from 2002 to 2018 before joining REAP in Wealth Management in 2018. Outside of her advisory role, she is involved with PYur Life, a nutritional products affiliate, and is a partner in a real estate business in Jacksonville, FL. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients. The firm offers personalized investment programs and access to third-party portfolio managers, supporting clients with retirement, estate, cash flow, and tax planning through multiple offices and custodial relationships.