Our Associates

Jon Morgan started his practice in 1989. He partnered with Lew Shore to form Shore Morgan Financial Advisors in 1995. With over 30 years financial experience and his Series 7 and 63 registrations, Jon’s passion is to help individuals and business owners work toward their strategic financial planning goals. Today, as a Principal of Shore Morgan Young, he continues to use his in-depth knowledge and experience to help create appropriate strategies for his clients and oversee a multi-disciplinary team of financial planning professionals.

Jon received a Bachelor of Science in Business Administration from The Ohio State University, and is active in many community organizations. He is an avid cyclist and enjoys traveling and spending time with his family and friends.

As Managing Director of Financial Analysis and Insurance Servives for Shore Morgan Young, Patricia meets with each client to gather information, prepare various analyses needed for every clients plan, and presents the plan. With over 20 years experience in the financial planning field, Patricia has been an invaluable support to the SMY team since her start in 2003. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1994, she is FINRA Series 7 and 63 registered, and a licensed insurance agent for accident & health, life and variable annuity products.

Patricia received a Bachelor of Science in Business Administration from The Ohio State University. She lives in Worthington with her husband, Dave, and enjoys their time together with family and friends.

As the Chief Compliance Officer and CERTIFIED FINANCIAL PLANNER™ professional, Adam leads the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures.  

He also is an integral member of the Financial Planning Team who assists clients by helping create, present, implement, and monitor their comprehensive financial plans. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2020. He also holds his Series 7 FINRA General Securities registration, his Series 66 FINRA designation, and his Ohio Life, Accident and Health Insurance License.

Adam joined Shore Morgan Young in 2017. He graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones and pets (our firm's Chief Morale Officer), anything involving the outdoors, hunting and fishing, and is an avid road cyclist. Adam is on the board of several professional organizations such as The New Albany Young Professionals organization and the Financial Planning Association of Central Ohio as the Government Relations Chair. 

As Director of Investments and Client Services, Garin is responsible for assisting with creating portfolio reviews, performing research and investment analysis, trading securities for our registered investment advisory firm, Private Wealth Strategies, L.L.C., and heading the client servicing team. He holds his Ohio Life, Accident and Health Insurance License.

Garin first joined the Shore Morgan Young team in 2014 after graduating from Brigham Young University-Idaho with a degree in Financial Economics. He rejoined the team in 2022 after gaining further experience in the alternative investments space related to volatility trading and systems. In his spare time he enjoys basketball, camping, music/concerts and spending time with his wife Rachael and two children, Oliver and Sloane, and their dog Gus.

Wendy is the firm’s accountant and human resources professional. Wendy joined Shore Morgan Young in 2017 with 25 years of experience. She graduated from Ohio University with a Bachelor of Business Administration. In her spare time, Wendy enjoys spending time with family, traveling, attending concerts and playing tennis.

CPA services are not offered through, or supervised, by The Lincoln investment Companies.