Morgan DeGooyer, CFP®

Wealth Advisor

Salt Lake City, Utah

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Morgan helps clients pursue their goals through thoughtful financial planning. He supports individuals and families with clear guidance and practical next steps, finding joy in helping people feel confident about the road ahead.
Morgan discovered financial planning through an internship and pursued the field with purpose. He earned a B.S. in Personal Financial Planning from Utah Valley University with a minor in Business Management. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Morgan’s approach is collaborative, straightforward, and client-first. He simplifies complex topics and helps clients stay engaged in their plan. He believes trust is built through clarity and follow-through.
Morgan enjoys spending time with his wife and being outdoors. He likes fishing, sports, and active weekends. Time outside helps him reset and recharge.