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.

Personal Interests

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