David Morgan is a CERTIFIED FINANCIAL PLANNER™.
Shortly after graduating from college, David and his wife Tricia moved to Denver where he began his career in financial services. He worked in large Wall Street firms for over 20 years and although he appreciated the experience, he wanted to build something more comprehensive for their clients.
David and Tricia have been married for 27 years and have called Highlands Ranch home since the late '90s. It's where they raised their three children, watching them grow up in the community, attend local schools, play sports, and be active in their church. Now with their kids grown, David and Tricia love traveling to visit them, seeing how each is thriving in adulthood. David also enjoys golf, fly fishing with his sons, date nights with Tricia, and family adventures exploring new places across the country.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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This initial conversation is designed to understand your goals, current situation, and priorities. You'll have the opportunity to ask questions, explore how Heirloom's integrated approach works, and determine whether a longer-term relationship makes sense—without pressure or obligation.
Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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