Salt Lake City, Utah
Financial Planning Associate
Education &Utah Valley University, B.A. in Personal Financial Planning, Business Management Minor, Cum Laude
Series 65 License – Uniform Investment Advisor Law Examination
Morgan graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning and a minor in Business Management. Morgan has always had a passion for finances and helping people. He was exposed to financial planning through an internship and knew this is what he would like to do. At EP Wealth Advisors, Morgan develops thoughtful plans to help clients achieve their goals. When Morgan is not working, he enjoys spending time with his wife, fishing, playing sports, or being outdoors.