Investment design management
Meet Our Team
Maximillian Morgan
Financial Planner

Max began his career in an internal sales role at a boutique hedge fund in Seattle, Washington, Nine Point Capital Partners. His experience spans many different roles within our industry, including but not limited too; private equity sales, mutual find distribution and financial planning. Prior to co-founding IDM, Max acted in a business development role for Risk x Funds located in Portland, Oregon and Omaha Nebraska. Max holds the AIF designation and operates as the Head of Business Development for IDM.

Max lives in West Linn, Oregon with his wife Angela, daughter Stella and his son Judah.

During off hours Max enjoys playing golf, coaching kids’ soccer, basketball and football. He also spends time watching his daughter Stella compete in gymnastics and helping Angela with her business, Luxe Atelier. Max lives in West Linn, Oregon with his wife Angela, daughter Stella and his son Judah.

Justin Sumner
Financial Planner

Entering the financial services profession in 2007 as an advisor with MetLife, Justin Sumner quickly recognized the benefits people reaped by planning for their future. Justin is inspired by assisting others plan for one of life’s most important stages, namely retirement. In 2010, Justin made the key decision to become a non-captive financial advisor, where he has focused his skills on Income Planning and Wealth Management. He hasn’t looked back since.

Devoted to providing outstanding guidance, Justin has attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance.

He is also a member of The CMT Association. These organizations foster Justin’s ability in accessing fund selection and portfolio management. Always advocating for his clients, he believes that having an effective retirement strategy is the best way forward, in order to achieve one’s financial goals.

Born and raised in the Pacific Northwest, Justin has enjoyed living his entire life in the region. He is married to his lovely wife Sylvia and together, they have a son named Aiden. Recently, Justin and his family split time between Oregon and Nevada. In his off-time, Justin enjoys the outdoors, motorsports and spending time with his friends & family.