Megan is an accomplished Financial Advisor with a fourteen-year history of success in the wealth management and financial planning field. Megan is a CFP® professional. Having attained the standard of excellence in financial planning by meeting education, experience, and ethical standards as well as making a commitment to service in the best interest of her clients’ best interests today to prepare for a more secure tomorrow. Megan is “passionate about helping clients through life events and planning for the future – whether it is planning for retirement, investing for a future goal, or analyzing employer-sponsored plan options.” She also enjoys working alongside clients, getting to know them, and providing solutions and strategies to help achieve their short and long-term goals and dreams.
- CERTIFIED FINANCIAL PLANNER™ professional
- Bachelor of Business Administration from Boise State University with a major in General Business Management
MORE ABOUT MEGAN
- She was born and raised in beautiful Sheridan, WY
- She enjoys gardening and running
- She is a very active volunteer in her community, including involvement with the Downtown Sheridan Association, Sheridan Senior Center and Make a Wish Foundation