Jacquie Morgan

Chief Operating & Growth Officer

  • Areas of Expertise

    •  Business Consulting
    • Growth Strategies
    • Operational Excellence
    • Strategic Planning
    • Financial Management
  • Personal

    I am so blessed to work with an amazing team and our clients at Buttonwood while getting to do what I love best – accelerating growth and entrepreneurship in our community! So many of our Buttonwood clients have businesses and helping to facilitate their business growth 

    and take it to the next level through ideation and operational strategy is such a joy.   

    Outside of the office, I love a great book on my front porch, cooking and entertaining, spending time with my, husband Don and my children (Augustine – 22) and Isabella (15) and our two boxers, Rufus and Josie 

    and traveling to warm climates!

  • Professional & Community Involvement

    • Chief Operating & Growth Officer, Buttonwood Financial Group, LLC: 2023 - present
    • Senior Vice President - Enterprise Transformation, EVERSANA: 2019 - 2023
    • Chief Executive Officer/Founding Partner, BalancePoint, Inc.: 2004 - 2018
    • Driven to Extraordinary (DTEE), Women's Executive Leadership Forum: 2022 - Present
    • Advisory Board Member, Bank of Oklahoma: 2017 - 2020
    • Board of Directors, Missouri Bank: 2015 - 2016
    • Kansas City Women Who Mean Business: 2014 - Present
    • Helzberg Entrepreneurial Mentoring Program - HEMP, Fellow: 2010 - Present
  • Download Jacquie Morgan's Bio

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