Theo Morson
Director
“ Experienced Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Securities, Estate Planning, Public Speaking, Retirement Planning, Investment Advisory, and Financial Advisory. ”
Experienced Financial Consultant with a demonstrated history of working in the financial services industry. Mr. Morson holds a bachelor’s degree in Accounting and Law Degree from Western Michigan Cooley Law School. Theo has worked as a Financial Consultant and Accountant for 25 years, holding a Series 7, 63, Variable Contracts, and Life Insurance license and has extensive experience in the area of Estate Planning.
Mr. Morson is the Director of T. L. Morson and Associates,PLLC, one of the premiere accounting and Estate Planning Service firms in the State of Michigan.