David Sean Morgan

Mr. David S.
Morgan, CPA, is a Principal at JMG Financial Group Ltd.
He has extensive experience in income tax planning, investment portfolio design, advanced estate planning, and retirement planning.
Prior to joining JMG, Mr. Morgan worked at Price Waterhouse for nine years, specializing in financial planning, and then spent two years as an employee-advisor to the shareholders of a closely-held company.
He has been quoted on financial planning topics in the Wall Street Journal, and has conducted numerous financial planning seminars and workshops.
Mr. Morgan holds a BA in Economics from the University of Michigan.
He is a CPA, a Certified Financial Planner professional, and a Certified Divorce Financial Analyst.
He is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.