Team

Morgan

Morgan is a graduate of Texas A&M University, where he earned a degree in psychology and competed on the golf team. As a financial advisor with an academic background in psychology, Morgan focuses on helping his clients articulate their goals and identify their priorities. His clients appreciate Morgan’s empathetic ear and intuitive ability to understand how his clients’ current financial situation can lead to their desired future. Morgan takes a collaborative approach to wealth management, with the objective of helping his clients live a fulfilled, worry-free life.