Our Team

Bill Morrison

Managing Partner

Bill has been a financial advisor for more than 28 years. He has earned his Chartered Financial Consultant designation and is a Certified Long Term Care Consultant. Bill is an active member of the community, serving on the Men’s Charity Tennis, Inc. Board, was past president of his local homeowners association, was a deacon in his church, and coaches youth athletics. Bill also was a featured speaker for the Financial Institutions Insurance Association.

"Financial planning requires a disciplined approach, so I always utilize a specific process with each of my clients. Each relationship begins with a clear understanding of the client's goals and dreams. Together we take a close look at their current financial situation. Only after we feel we've really gotten to know and understand the client do we develop a long-term financial strategy."

Jackie Howard

Registered Client Service Representative

Jackie has worked in the financial services industry for more than 15 years, specializing in customer service. Her expertise and focus on service allow us to provide the highest level of personal attention.

Jennifer O'Donnell Beuchelt

Life and Health Insurance Specialist 

Jennifer is a licensed life and health agent who has been with Middle Peninsula Insurance and Financial Services since November 2004. Her expertise in life and health insurance is an added benefit to our clients. She is a native of Harrisburg, PA. She is married and enjoys various sports, reading and teaching CCD at her church.