TAX PARTNER, FINANCIAL & TAX ADVISER

Morgan Mathison, CPA

Morgan joined RGW Wealth Management, LCC after passing her FINRA Series 7, Series 66, and SIE examinations in 2023. Morgan is also a Partner and tax professional for GMW CPA Advisors PLLC. She passed the Uniform Certified Public Accountant Examination in 2016 and started with GMW CPA Advisors PLLC in 2018. Prior to preparing taxes, she was an auditor with Eide Bailly for 4 years. Morgan graduated in 2014 from the University of Jamestown in North Dakota. 

Morgan has two wonderfully active children, Braxton and Bria, who keep her busy outside of work. She enjoys spending time with her family, playing outside, catching toads/frogs and turtles, and playing volleyball or basketball with her friends.