Salt Lake City, Utah Office
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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.
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At EP Wealth Advisors, Morgan develops thoughtful plans to help clients achieve their goals.
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Morgan graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning and a minor in Business Management.
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When Morgan is not working, he enjoys spending time with his wife, fishing, playing sports, or being outdoors
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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