trusted wealth advisors when experience matters
who we are
Prior to starting Morgan Rosel Wealth Management, our founding partners managed substantial high-net-worth client assets at their respective Wall Street banks. Frustrated with how their clients were being treated by the large, corporate financial institutions, they left to start their own practice. As a testament to their quality of advice and their dedication to service, the vast majority of their clients followed them to Morgan Rosel and are still working with us today.
Rather than pushing unnecessary insurance products or steering clients toward expensive proprietary funds, Morgan Rosel focuses on helping high net-worth people solve their unique financial problems while providing open, honest, and trustworthy advice.
Eric Rosel, CFP®, CIMA®
Eric Rosel is a CERTIFIED FINANCIAL PLANNER™ at Morgan Rosel.
Eric went to the University of Michigan and played tight end for the Wolverines football team. During college Eric purchased his first rental property which ignited his passion for real estate and investing. Shortly after, he did a cash out refinance to start building a real estate portfolio that he is still running today.
After graduating, Eric decided against going to work for a large firm and went back to Oklahoma City to work for a family-run oilfield service business. He was integral in helping run day to day operations while also restructuring the business for an eventual sale. After which, he moved to Denver to pursue a career in financial services at UBS Financial where he met David, and then moved to Morgan Stanley before started Morgan Rosel Wealth Management.
Eric’s unique life experience allows him to relate to his clients’ situations and provide firsthand expertise regarding a wide variety of wealth management strategies. From building and selling a business and then investing the proceeds to solving unique estate planning matters, Eric is a valuable teammate to his clients.
After college, Eric married his high school sweetheart. He loves coaching sports teams for his three children including basketball and football. Eric is an experienced aviator and enjoys flying the Vans RV-8 airplane he built with his father.
David Morgan, CFP®
David Morgan is a CERTIFIED FINANCIAL PLANNER™ at Morgan Rosel.
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 and his business partner wanted to build something more comprehensive for their clients. Together, they launched Morgan Rosel Wealth Management in 2017 with a focus on all aspects of their clients’ needs.
David and Tricia have been married for 20 years and are having a blast living with their three fun teenagers. A longtime youth sports coach, he now cheers on their high school teams. David also enjoys playing golf, fly fishing with his boys, playing games with his daughter, dates with his wife, and family trips around the country.
Renee Newcomer, CIA, CAMS
After graduating from Colorado State University, Renee moved into the Denver area and began her career at OppenheimerFunds, Inc. Starting as a Client Services representative she learned the ins and outs of the financial industry. After a few years in Client Services, she landed in the Internal Audit department for the next 20 years and found her passion for compliance and gained a thorough understanding of the importance of internal controls. In 2019, Invesco purchased OppenheimerFunds, Inc. and while a door was closed another door opened and Renee joined the family at Morgan Rosel Wealth Management as the Operations and Compliance Manager working to promote compliance and adherence to all regulatory requirements of the firm.
Renee and her husband, David, and teen daughter, Makenzie, enjoy all things outdoors; skiing, hiking, running, biking, and camping. They also love to share their travel bug with Makenzie with past trips including sailing in the Grenadines, skiing in Utah, road trips in Switzerland and Italy.
After graduating from Miami University in Ohio, Eileen began her career at Ernst & Young in Cleveland as a member of their National Benefits Group. She later relocated to Northern Kentucky with Fidelity Investments to focus on the 401K market and held various Client Service and leadership positions. She also had experience in publishing and education prior to joining Morgan Rosel. As the Operations Manager, Eileen oversees and implements ongoing operational needs as well as requests from our clients. She also contributes to building and strengthening our client relationships.
Eileen and her husband, Tom, are kept busy with two active teenagers and a Lab.
Stephanie Kucinski, FPQP®
Stephanie graduated from Texas Tech University, College of Business Administration with a degree in Finance. She began her career at American Funds/Capital Group in San Antonio, TX as a Shareholder Services Representative and then moved to the Accounting Department of Capital Group. She met and married her husband, Bryan, while in San Antonio and then spent the next several years moving around living in Frisco, TX and Tulsa, OK for Bryan’s career. In 2013, they moved to the Denver Area and love living in Colorado! During her time here in CO, she has held various part time positions in both the education and the accounting fields. Stephanie returned to the financial industry full-time a couple of years ago and is thrilled to be back developing relationships and assisting clients with their operational needs here at MorganRosel Wealth Management.
Bryan and Stephanie have 3 teenage children. Much of her time outside the office is spent keeping up with the various extracurricular activities of their children. They participate in high school athletics as well as club programs around the community. When they have spare moment, time spent in the mountains hiking and camping is where you will find them!
A quick chat with a Morgan Rosel advisor is the first step towards complete financial confidence. This no pressure conversation will help us both determine if this relationship will be a good fit.