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 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 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.
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.
Grant Bugner is a CERTIFIED FINANCIAL PLANNER™ at Morgan Rosel. A graduate of Baylor University, Grant moved to Colorado more than a decade ago, drawn by the mountains and rivers of the Front Range. He spent the better part of the next decade working in corporate treasury for a Fortune 500 firm, facilitating two multi-billion-dollar acquisitions. He launched his wealth management career after recognizing the unique opportunity to combine his capital markets experience with his passion for personal financial planning. Grant appreciates the opportunity to not only help clients plan for and reach their financial ambitions, but also to be a trusted advisor that supports his client’s personal values and life goals with unmatched integrity. In his free time, Grant is an avid outdoorsman, and enjoys biking, skiing, rock climbing, and fly fishing.
After graduating from Miami University in Ohio Eileen began her career at Ernst & Young in Cleveland as a member of their National Benefits Group, assisting with the administration of their 401(k) plan. She later relocated to Cincinnati as well as Kentucky to work for Fidelity Investments. While at Fidelity she continued to focus on the 401(k) market while holding various Client Service and leadership positions within Account Management, Implementation, and Marketing. After more than 16 years in the retirement industry she stepped back to focus on her family at home before returning to the workplace. She then spent time in publishing, education, and real estate before settling with Morgan Rosel. As a Client Service Associate Eileen is able to leverage her operational strengths and relationship management experience in support of our clients. Eileen and her husband, Tom, are parents to two very busy teenagers. She enjoys supporting her daughter’s equestrian pursuits as well as cheering on her son at various sporting endeavors. Having been raised in Ohio, Eileen enjoys trips back home to visit family and friends. She also remains an avid fan of sports in the Buckeye state including Ohio State football and the Cleveland Browns.
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.