Designations and Licenses

Megan is a CERTIFIED FINANCIAL PLANNER™ professional and has a DACFP certification in blockchain and digital assets.

Experience and Education

Megan assists her team in analyzing investments and allocating assets in clients’ accounts. Previously she served as a client service associate assisting senior wealth advisors with opening, maintaining and reporting on their clients’ investment accounts. Prior to joining Mariner, Megan began working in the financial services industry in 2009, with a small registered investment advisory firm in Lawrence, Kan.

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 her spare time, Megan enjoys traveling, hiking and dogs.