DeAnn Morgan, CPA, CFP®
Designations and Licenses
DeAnn is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
DeAnn has 20 years of experience assisting individuals, families and businesses with tax and financial planning including wealth, investment, risk management and estate planning. She takes a holistic wealth planning approach always taking into consideration any tax consequences. In her position with Mariner Wealth Advisors, DeAnn works with clients to create customized tax-managed wealth plans to help them reach their goals and objectives. Prior to joining the firm, she was affiliated with Honkamp Krueger Financial Services and ProEquities.
DeAnn has a bachelor’s degree in accounting from the University of Wyoming.
DeAnn competes professionally in barrel racing and roping. She enjoys spending time outdoors with her horses, dogs, family and friends.