James Morgan

Manager

Jim is a Certified Financial Planner (http://www.cfp.net

), and has more than fifteen years experience in the financial services and investment industry, including employment with Smith Barney, Harris Upham and Merrill Lynch, Pierce Fenner and Smith. Jim’s education and experience allow him to provide personal money management, as well as broad based and thorough financial planning. He is an Investment Advisor Representative[1], a member of the Financial Planning Association (http://www.fpanet.org), Market Technicians Association (www.mta.org) and American Mensa Society. Jim offers fee based money management and financial planning.

Jim is also an estate attorney, having graduated with a law degree from the University of New Mexico Law School, and has been practicing law for over 20 years. He also graduated with a Masters in Tax Law from Denver University in 2003, and is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association.

In his spare time, Jim enjoys fly-fishing, exercise and skiing in the beautiful Colorado Rockies.

[1] Advisory services offered through James Morgan Asset Management, LLC,  a Colorado Registered Investment Advisor.

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