Jacquie Morgan

Chief Operating & Growth Officer

  •  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!

  • Chief Operating & Growth Officer

    Jacquie is responsible for driving operational results within Buttonwood and positioning the firm strategically for innovation and growth. In this leadership role, Jacquie oversees all operational functional areas of the firm with an emphasis on alignment of process and technology for efficiency and strategic profitability enhancement.  Jacquie 

    brings 20+ years of business leadership growth and consulting experience spanning the entrepreneurial community to multinational corporations with her passion 

    focused on fueling growth initiatives for growth-stage organizations.  Mixing expertise in collaborative culture design, agile execution, technology enhancement, business process engineering and digital marketing expertise, Jacquie is a successful business leader with proven experience accelerating growth. 

  • 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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