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David Morgan Bio Shot

David Morgan


David learns who his clients are, what is most important to them, and how he can best help them reach their goals through honest and open communication. He believes that sound financial planning is a collaborative process. He endeavors to empower his clients with accessible knowledge and clear guidance, so they can make informed decisions.

David recognizes how fortunate he is to work in an industry that he’s passionate about. His clients appreciate his proactive approach to addressing their finances, and he appreciates that they entrust him to deliver the best possible service with their best interests at heart.

An athlete and sports fan, David counts attending Game 3 of the 2016 World Series with his wife and children as one of his fondest memories.

Joined JMG



CFP®, CPA, Certified Divorce Financial Analyst


Bachelor of Arts in economics – University of Michigan

“We take personal satisfaction in helping clients succeed. It’s gratifying when we can help our clients realize healthy and happy lifestyles.”