
Tricia Morgan graduated from Taylor University with a B.A. in Biology. After moving from Wisconsin to Colorado following her marriage to Dave in 1998, she taught preschool before dedicating 25 years to raising their three children, who are now pursuing their own adventures. Tricia is excited to join Dave and the Morgan Legacy Capital team in a supportive and creative role. In her free time, she enjoys crafting in a variety of art forms, spending time with their children, volunteering in the kids' program at church and soaking in the Colorado sunshine.
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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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