Morgan Cramer

Born and raised in El Cajon, California, Morgan has developed a strong connection to the San Diego community and a genuine passion for helping others. Her professional career began as a mortgage loan processor, where she gained valuable experience in financial matters, organization, and client service. However, it was her introduction to the field of licensed professional fiduciary services that ultimately inspired her to pursue a new career path.

Path to Licensure

Morgan began working with Marilyn Kriebel and Charlene Laurvick as an Administrative Assistant at Kriebel Laurvick & Associates in January 2022. Through her experience supporting clients and observing the responsibilities of a professional fiduciary, she quickly discovered that fiduciary work was both compelling and meaningful. Inspired by the opportunity to make a lasting difference in the lives of others, Morgan pursued the education and licensing requirements necessary to become a Licensed Professional Fiduciary. She proudly obtained her fiduciary license in 2026.

Approach to Client Service

As a fiduciary, Morgan is committed to providing dependable guidance and serving as a trusted advocate for those she represents. She approaches each client's circumstances with care, professionalism, and sound judgment, recognizing that every individual has unique needs, goals, and challenges. Through careful oversight, open communication, and thoughtful decision-making, Morgan strives to preserve and protect each client's assets, well-being, dignity, and quality of life.

Outside the Office

Outside of her professional responsibilities, Morgan enjoys spending time outdoors. She particularly enjoys hiking, camping, and exploring the outdoors with her husband and their dog, Cosmo. Her love of the outdoors reflects her appreciation for staying active, connecting with her community, and enjoying the natural beauty of Southern California.