Morgan was drawn to Renaissance because of a shared vision for providing customized financial solutions to fit each client’s individual need. He is firmly committed to building relationships and understanding the specific goals of every client. With a strong business background and the support of experts on his team, he is able to provide a wide selection of investment tools to ensure his clients have the appropriate strategy in place to help them reach their goals today, in the future, and through each changing phase of life.
Morgan is a proud graduate of Eastern Washington University, where he earned a Bachelor of Science with a minor in psychology and a master’s degree in physical therapy. After caring for patients as a physical therapist and fulfilling the role as Director of Rehabilitation and Chief Operating Officer at ProCare3, Morgan transitioned to the financial sector so that he could help people through a different avenue. His experience as an executive gives him ideal insight into working with other executives, business owners, and people who simply want to make their lives and the lives of those they encounter more financially sound.
Morgan has attained his Life, Accident, and Health Insurance License, as well as FINRA Series 7 and 66 registrations. In 2016, Securian Financial Services, Inc. named him a member of the Foundation Club*. Morgan has also been recognized by Securian Financial Services, Inc. as a member of the Senate Club* in 2016-2019 and earned the Excellence in Performance* Award in 2016-2018. Within Renaissance Financial, Morgan received the Diamond New and Developing Advisor Award* in 2019. He continues to expand his learning in order to help his clients navigate the increasingly complex financial environment. When he is not helping clients, you can find Morgan coaching youth basketball, staying involved in his church, and getting competitive on the basketball and tennis courts.
Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
* Renaissance Financial grants New and Developing Advisor of the Year awards annually based on production of their first four years an advisor is with the firm.
* Other awards and club membership are granted annually based primarily on commissions, premiums, or fees generated from investment and insurance products of the previous year, and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.