Donald Morgan, AIF®, CPFA® — CEO

As Lead Planner and Senior Advisor at Colmina, LLC, I provide fiduciary investment advisory services to business owners, first responders, and public service professionals seeking structured, long-term financial planning. My advisory work focuses on delivering clarity across portfolio construction, retirement income design, and coordinated wealth strategies. Client assets are typically held at independent third-party custodians such as LPL Financial and Charles Schwab. Services include: • Designing and monitoring customized investment portfolios aligned with client objectives, risk profile, and time horizon • Developing retirement income strategies integrating pensions, Social Security, business transitions, and legacy planning • Providing fiduciary advisory services to employer-sponsored retirement plans • Supporting first responders and public employees navigating public pension systems and retirement decisions • Leading internal planning execution under the firm’s Wealth Architect Program framework I am committed to disciplined, transparent advisory practices grounded in fiduciary standards applicable to advisory engagements. Advisory services are provided through Colmina, LLC, a registered investment adviser. Insurance products, if offered, are provided through a separate licensed insurance agency. If you are evaluating retirement planning, business transition strategy, or public service benefits, feel free to connect.

Stackforce AI infers this person is a Financial Services expert with a focus on fiduciary advisory and wealth management.

Location: Spokane, United States

Experience: 48 yrs 2 mos

Skills

Fiduciary
Financial Planning
Tax Planning

Career Highlights

Expert in fiduciary investment advisory services
Specializes in retirement income strategies
Mentors early-career financial professionals

Work Experience

Colmina, LLC

Lead Planner & Senior Advisor (3 mos)

iWealth Tax

Branch Manager (2 yrs 8 mos)

NAIFA

Board Member (1 yr 11 mos)

Civil Air Patrol

Captain - Development Director- Volunteer - Spokane Composite Squadron (7 yrs 6 mos)

Allied Pathology

Chief Financial Officer (11 mos)

Independent Wealth Connections

Financial Consultant (16 yrs)

UBS Wealth Management

Account Vice President (4 yrs 6 mos)

Smith Barney

Financial Planning Specialist (9 yrs 8 mos)

Resource Computing

Sales Manager (1 yr 8 mos)

North Idaho Credit

Director of Marketing and Business Development (1 yr 1 mo)

Coast MedCom

President (6 yrs 11 mos)

American Investigators

Vice President - General Manager (8 yrs)

Education

Certified Plan Fiduciary Advisor at National Association of Plan Advisors

Leadership at Leadership Spokane

Political Science and Economics at California State University, Los Angeles

AIF ® at Fi360

Donald Morgan, AIF®, CPFA®

CEO

Spokane, United States48 yrs 2 mos experience

Highly Stable

Key Highlights

Expert in fiduciary investment advisory services
Specializes in retirement income strategies
Mentors early-career financial professionals

Stackforce AI infers this person is a Financial Services expert with a focus on fiduciary advisory and wealth management.

Contact

Skills

Core Skills

FiduciaryFinancial PlanningTax Planning

Other Skills

ERISAFinancial AnalysisIncome TaxBusiness StrategyTax PreparationRetirement PlanningEstate PlanningBusiness Owner Financial PlanningFamily Wealth Management

About

Experience

48 yrs 2 mos

Total Experience

6 yrs 3 mos

Average Tenure

3 mos

Current Experience

Colmina, llc

Lead Planner & Senior Advisor

Feb 2026 – Present · 3 mos · Spokane Valley, WA · Hybrid

In my role as an Investment Adviser Representative of Colmina, LLC, I provide fiduciary investment advisory services to individuals, families, business owners, and employer-sponsored retirement plans.
Key responsibilities include:
Portfolio construction and ongoing monitoring based on client goals and risk parameters
Retirement income planning incorporating pensions, Social Security, and coordinated asset distribution strategies
Fiduciary advisory services for qualified retirement plans
Ongoing review cycles to align planning strategies with market conditions and client life changes
Implementation oversight under the firm’s Wealth Architect Program framework
Mentorship and development of early-career professionals pursuing a fiduciary-centered advisory career
Advisory services are provided through Colmina, LLC, a registered investment adviser.
Insurance products, if offered, are provided through a separate licensed insurance agency.
Credentials:
AIF® (Accredited Investment Fiduciary)
CPFA® (Certified Plan Fiduciary Advisor)

ERISAFiduciaryFinancial AnalysisIncome TaxBusiness StrategyFinancial Planning

Iwealth tax

Branch Manager

Sep 2023 – Present · 2 yrs 8 mos · Spokane-Coeur d'Alene Area · Hybrid

As the Managing Director of iWealth Tax, I am entrusted with steering the strategic vision and operational success of the organization. My role is centered around driving growth, fostering client relationships, and ensuring excellence in service delivery.
iWealth Tax is a trusted tax planning and advisory firm committed to providing tailored solutions that empower businesses and individuals to achieve their financial goals. Our services include tax preparation, tax planning and consulting, delivered with precision and professionalism.

Tax PreparationTax Planning

Naifa

Board Member

Jan 2020 – Dec 2021 · 1 yr 11 mos · Spokane-Coeur d'Alene Area

Advisory board member

Civil air patrol

Captain - Development Director- Volunteer - Spokane Composite Squadron

Jul 2017 – Jan 2025 · 7 yrs 6 mos · 6095 E Rutter Ave, Spokane, WA 99212 · On-site

Allied pathology

Chief Financial Officer

Jan 2015 – Dec 2015 · 11 mos

Prepared chart of accounts and basic financial structure working closely with in house counsel. Monitored, analyzed and discussed financial fitness with management on a regular basis.

Independent wealth connections

Financial Consultant

Jan 2010 – Jan 2026 · 16 yrs · 2610 N Pines Rd, Spokane Valley, WA 99206

At Independent Wealth Connections, we are committed to providing our clients with cost-effective and client-centered wealth management solutions. We specialize in working with family-owned businesses and affluent individuals to help them build, manage, preserve and transfer their wealth.

Ubs wealth management

Account Vice President

Jul 2005 – Jan 2010 · 4 yrs 6 mos · Spokane, Washington Area

Smith barney

Financial Planning Specialist

Nov 1995 – Jul 2005 · 9 yrs 8 mos · Coeur d'Alene, ID

Member - Blue Chip Council

Resource computing

Sales Manager

Feb 1994 – Oct 1995 · 1 yr 8 mos · North Idaho

Created and ran sales team, especially focused on automating the retail small business community via point-of-sale, inventory control and accounting packages.

North idaho credit

Director of Marketing and Business Development

Dec 1992 – Jan 1994 · 1 yr 1 mo

Managed sales efforts and new business development. Created the Mortgage Credit Division and added online capabilities in electronic check verification.

Coast medcom

President

Jan 1986 – Dec 1992 · 6 yrs 11 mos · Los Angeles, CA

Founder and CEO of a boutique financial services firm specializing in medical, commercial and casino consulting in the areas of accounts receivable, business office management and risk management.