Meet the team

A person’s financial literacy goes beyond money. It’s about gaining knowledge so that they can be incontrol of their lives – Derrick Wesley

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Dale Morgan

CEO

Mr. Dale Morgan is a native of Lexington, KY. He graduated from Henry Clay High School and earned his Bachelor of Arts in accounting from Eastern Kentucky University.

Erik Martinez

Facilitator

Mr. Martinez is a Hispanic business professional aiming to further develop his career in the business sector. Erik is currently working in the accounting department for Lexington, KY’s local government.

Ms. Adrienne Bowles

Executive Administrator

Dedicated Executive Assistant with 10 years of experience supporting administrators in the criminal justice system, as well as CPAs in the accounting industry. Passionate about enabling executives to achieve their goals while maintaining work-life balance.

Mrs. Jennifer Chien

Founder & Owner of Advantageous Learning Solutions

Jennifer Chien is the visionary behind Advantageous Learning Solutions, a dynamic eLearning and instructional design company specializing in innovative, technology-driven training solutions.

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Rating

4.9

Based on 7 Reviews

Write a Review

Becca Wilson

August 29, 2022

I had the pleasure of attending one of Dale's seminars in the Spring. During the seminar, Dale discussed the journey he has taken to achieve his goals. He was not shy to sharing his shortcomings and the ways in which he improved himself in order to overcome them. His seminar was inspirational and gave me a great boost of motivation to finish out the semester strong.

Brooklyn Stephens

July 4, 2022

Dale Morgan has an inspiring story! He is a motivator and educator. He came to NKU to give a presentation to me and my peers and it was amazing. He gave great life and financial advice. Great person and passionate about his business!

M Q

July 1, 2022

Mr. Dale Morgan is an awesome advocate for financial literacy in our communities and state! I am especially grateful for how accessible he is while spreading this vital skill of financial literacy (you can check him out on TV in Kentucky!), and how he continues to help more people gain back their control in this area.

Danielle Hampton

June 30, 2022

I cannot thank Dale Morgan enough for helping our students get fiscally fit! I Co-Teach an Undergraduate Course about working with Student Athletes and one topic we cover is Finances! We like to come from the aspect of why athletes go broke to open up the lens that it is more than just gambling problems and debt. As well as realize that not every player is making millions. Interestingly enough, last fall when we had our end of the semester wrap up and asked students what else they wanted to learn about, a large majority said Financial Literacy! Enter in Dale Morgan! We made the financial topic two class days so students got the increased perspective and then Dale gives further applicable knowledge. If you are looking for someone to come and speak to your group, class or company Dale is amazing! Financial Literacy is a hot topic right now but more than that it is a necessary conversation and college students are asking for it!

Jeffrey Lewis

June 29, 2022

I've been afforded the opportunity to not only listen to one of Dale's presentations, but engage in profitable conversation regarding his motivation. I know that Dale prepares extensively before each presentation to provide his audience with the most up to date information, sprinkling some of his own personal experiences with financial literacy. Keep up the good work!!

Alexander Pyzik

I have had the pleasure of listening to Mr. Dale Morgan speak at my university on Financial Literacy. Foundation47 and it's objectives resonate very strongly with me, and I am looking forward to hearing Mr. Morgan speak again, and seeing the fantastic things Foundation47 has in store.