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Meresa Morgan, CPA

Audit Shareholder and Audit Department Chair

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Meresa has more than 22 years of experience providing audit and consulting services to mid-sized private businesses and employee benefit plans.  Some industries served include manufacturing, distribution, wholesale, professional services, construction, oil & gas and energy.

Meresa thrives on the success of her clients and believes that is the reason for their loyalty and glowing recommendations. Her connections within the business community allow her to make appropriate introductions that make a real difference to her clients.

She currently oversees the ERISA practice for the firm, which consists of audits of more than 115 employee benefit plans, including 401(k), ESOPs, defined benefit pension plans and health and welfare plans for Department of Labor filing requirements as well as several 11k filings with the SEC.

She is a member of the American Institute of Certified Public Accountants and its Employee Benefit Plan Audit Quality Center. She serves on various boards such as The Entrepreneurship Institute, Women’s Finance Exchange and is past chairperson for BKR International’s Employee Benefit Plan Auditing Committee. Meresa is also a member of the ERISA Industry Group of Houston and a member of Houston Vistage Chief Executive Group CE-99.

Meresa earned a B.S.B.A. in Accounting from Auburn University.

Meresa Morgan

Meresa Morgan

When I first moved to Texas many years ago, I found myself starting from scratch. That’s when I experienced, first-hand, the importance of strong, meaningful relationships. I feel privileged to serve the committees I am involved with and helping others to achieve success.
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