DeAnn Morgan, CPA, CFP®

Certified Public Accountant

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.

Personal Interests

DeAnn competes professionally in barrel racing and roping. She enjoys spending time outdoors with her horses, dogs, family and friends.

DeAnn’s Office

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