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Patrick Morgan

Retirement Plan Representative
(509) 537-3312

About Patrick

Patrick facilitates administration for retirement plans such as participant distributions, rollovers, and address changes. He also assists advisor representatives with creating and coordinating meeting presentation materials. His education includes a Master’s degree in Business Administration from the University of Phoenix as well as an undergraduate degree in Music Composition and String Bass Performance from Eastern Washington University. 

Patrick acquired a vast amount of experience and diverse skills while serving in our Armed Forces for over 18 years, first as a member of the Air Force Band, and more recently as a Human Resources Director and Safety Administrator for the Washington Air National Guard. Patrick uses his music background to work as a professional musician in his time away from the office. Sought after for his proficiency with the Stand-up Bass, Patrick performs with the Coeur d’Alene Symphony, and several local favorites such as the Hot Club of Spokane and Big Red Barn. His favorite people to make music with however are his wife Allison and son Eli.


  • Accredited Investment Fiduciary®

  • Series 65 Securities License