Designations and Licenses

Megan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Megan’s expertise lies in servicing high-net-worth individual clients and business owners in retirement planning, estate planning, tax planning and portfolio construction. She has a commitment to excellence, a client-centric approach and is dedicated to providing personalized solutions tailored to each individual’s unique goals and circumstances. She is a trusted resource in wealth management and has over 15 years of experience in the financial services industry. She also has a DACFP certification in blockchain and digital assets.

Megan has a bachelor’s degree in speech, language and hearing from the University of Kansas and a master’s degree in personal financial planning from the College for Financial Planning.

Personal Interests

In addition to her professional pursuits, Megan is deeply passionate about animal advocacy and supports the Great Plains SPCA along with other smaller animal shelters in her community. In her spare time, you’ll often find her outdoors, doing anything from hiking around town with her dogs to embarking on a backpacking adventure somewhere far away. She loves immersing herself in diverse cultures while traveling and, while home, cherishes time with her many nieces and nephews, embracing her role as a dedicated aunt.