About Me

J. Michael Morelli CFP® is a graduate from Oregon State University with a B.S. in Marketing Research. While attending OSU, Michael was a four-year starter for the A-side Men’s Rugby Team. After college, Michael began his career in the technology sector. He transitioned to financial services in 2019 and earned his CFP® mark in November 2021. Michael and his wife Justine have three sons- Sabby (5), Roman (3), and Levi (1). They are all passionate about music and sports – especially the Beavers!