Michael Malmgren MBA, MAcc, AWMA®
Based in Salt Lake City, Michael manages tax engagements and coordinates planning, documentation, and return preparation to support accurate, timely client service.
Ways to Connect
Michael is the Tax Manager at Mission Wealth, helping manage the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals.
I believe that financial planning is one of the most crucial ways people can secure peace of mind during their lives and take satisfaction in knowing that they can leave a lasting legacy for others to benefit from.
Professional Background
With a Bachelor’s degree in Accounting (Utah State University), Michael began in industry accounting, primarily in healthcare. While working full-time, he finished an MBA and an MS in Accounting (Western Governors University).
Seeking opportunities for growth, Michael continued to move up as Senior Accountant and then Financial Controller before joining Mission Wealth as the Tax Strategy Manager. He has experience with large corporations, startups, and government entities. He attributes much of his enthusiasm and drive to lessons learned during his eight years of service in the Utah Army National Guard and a two-year, full-time service mission in Tabasco and Chiapas, Mexico. Additionally, Michael holds an AWMA® certification and is currently studying for the CPA exams.
Personal Pursuits
Michael enjoys spending his time outside of Mission Wealth with his family in South Jordan, Utah. His wife, Nora, hails from Argentina, enriching their household with both Spanish and English languages. Together, they lovingly nurture four children, and recently commemorated their joyous 17-year anniversary. An ardent explorer, Michael finds great delight in embarking on exciting adventures to Central and South America alongside his family.
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Aaron Quintero
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Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor