Morgan sees a definite link between his passion for physical fitness and long-term fiscal health.
Morgan has been around finance nearly his whole adult life. He started working for CWM while still in high school, completing various administrative projects, and is now CWM’s chief investment officer. Morgan graduated with a bachelor's degree in data analytics and oversees portfolio management, investment analysis and the development and testing of new strategies.
He contributes to the CWM team by thoroughly researching a wide variety of investment products and creating recommendation reports based on current market dynamics. His crowning career achievement, so far, has been the creation of the CWM Performance Targeting System (PTS)TM investment strategy.
The creation process for this system required countless hours of research in the attempt to achieve the best returns possible in any given market situation with much less volatility. The stated goal of the system is to achieve “savings account volatility with stock market returns,” which continues to be a work in progress.
Outside of Work
Morgan enjoys a number of after-work activities that garner new skills and broaden his horizons. He is a family man and enjoys playing sports and Mario Kart with his sons, Wyatt and Keegan. His daughter, Nalia loves to be tossed around by him. He and his wife, Debbie along with their kids attend Northside Church in Lynnwood.
Being an extremely active and energetic person, Morgan looks forward to any challenge and is ready to help lift CWM and their clients to greater heights of success.
- Series 63
- Series 65
- Series 7
Investment advisor representative offering advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. CWM and IFG are unaffiliated entities.
It’s simple: If you live to 100, you don’t want to run out of money when you’re 75. I want my clients to live long, productive lives and have the funds they need to finance the lifestyle of their choice. Because that’s also my goal.
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