Broker Check
Kurt Morgan

Kurt Morgan

President and CEO

Kurt has been in the investment-related business since 1986, when he became securities and insurance licensed with his original firm. After several corporate changes and consolidations over the years, he realized that it simply made more sense to leave the larger, corporate-minded investment world and begin his own firm. Today, he is able to serve every client as an independent advisor – with all of the opportunity and freedom that it brings.

Over the years, he has come alongside other entrepreneurs and small businesses – providing direction, counsel, and occasional help with business development. Having studied entrepreneurship at Oregon State University, he has always felt a kindred spirit with those who are pursuing the American Dream.

When not meeting with clients or working in the office, he can often be found driving on the ‘back roads’ – with camera in hand – looking for unusual or overlooked photo opportunities. He enjoys the discipline, patience and discovery in finding just the right place and moment to capture an image in nature. While photography is only a hobby, he finds that this time away from the office keeps him refreshed and focused. 

In the winter, he enjoys the thrill of downhill skiing on one of Oregon’s many mountain peaks.

In the last few years, he has also discovered the value in pursuing physical health. With the direction of a personal fitness coach, he continues to reach new levels of personal fitness that he hasn’t seen before.

Kurt chose a career in the financial industry as an opportunity to combine his interests in business and finance with his desire for seeing others live their lives focused on the things most important to them. After nearly 27 years, this combination of the two has been a wonderful mix – and continues to serve as motivation and encouragement for the future.