Morgan Greathouse

Morgan is an experienced Estate Planning Specialist with extensive background in estate planning, probate, guardianship, trust administration, and legacy planning. She has dedicated her career to helping families organize, protect, and thoughtfully transfer their wealth with clarity and confidence.

Before joining Bauman Wealth Advisors, Morgan worked at a law firm specializing in comprehensive estate planning and probate, where she gained deep technical knowledge and handson experience guiding families through life’s most important decisions. She finds it deeply meaningful to help clients prepare not only financially, but intentionally, for the future.

At BWA, Morgan supports clients through every stage of the estate planning journey, from early conversations to full implementation. Known for her thoughtful attention to detail and calm, compassionate approach, she strives to make the process feel approachable rather than overwhelming.

Outside of work, Morgan enjoys gardening, baking, and spending quality time with her husband and their baby boy. Becoming a mother has further strengthened her belief in the importance of legacy planning and the peace of mind it brings to families.