Morgan Wilson, CIMA®, AWMA™

I transitioned to our firm in 2021 after I finished college where I played baseball (D-II) and studied mathematics and economics. At the time I wasn't sure how working with family would go, but I am forever grateful I made the decision to do it. Since then I have had the pleasure of assisting our clients as we work toward their goals together. It is what makes what we do here worthwhile to me.

These days when I am not working, you can find me at the gym, painting, grounding, listening to music, and/or spending time with my bergamasco sheepdog, Archer. I am also a big fan of tattoos and Harry Potter -- I am a Gryffindor.

If you've connected with anything you've read here and would like to talk more, whether it has to do with our expertise, my interests, or even the dynamics of a family business, please reach out. I am always happy to meet and build relationships with great people.