Morgan enjoys meeting with clients and learning what matters most to them. He especially likes to help people pursue their financial goals and retire with ease.
“I think our clients would say that my hidden superpower is relationship building,” Morgan says. “We all deserve to feel the comfort and confidence to speak our truth when considering the future.”
“Retiring is less of a finish line than a starting line, and with careful planning and intentionality, you’ll be off to a great start!”
Before joining the family business, Morgan studied communications at the University of Wyoming, then worked as a fundraiser and case manager for a nonprofit organization.
Before tying the knot, Morgan and his wife, Jaime, were prom dates in high school. Today, they are raising a “wonderful little rascal named Maine” and sharing their home with a mail-herding border collie rescue named Luna and a treat chasing husky named Burrito. On weekends, Morgan enjoys getting outside and exploring the mountains with his family.
“Colorado and Wyoming offer an endless playground of wilderness trails, which is our ideal getaway,” Morgan says. “I dream about owning a cabin in the future — maybe at retirement!”