Keaton Morehead
ParaplannerOriginally from Carlsbad, CA, and now living in Salt Lake City, Keaton attended the University of Utah from 2022 to 2025, majoring in Economics with minors in Financial Planning and Accounting. Alongside school, he gained experience in multiple financial services roles, including an internship with Highpoint Wealth Management.
Returning in July 2026 as a paraplanner, Keaton supports Cody and the team with retirement planning, investment research, and client service. Alongside his work, Keaton is pursuing his CFP® certification to strengthen his client planning capabilities.
Outside the office, you will find Keaton leading an active lifestyle, skiing at Snowbird, golfing at Bonneville, playing hockey, or simply spending time with the people he loves.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
