Simplified Financial Advice.

Meet Megan


Megan joined the team in 2022. Megan holds a bachelor’s degree in Psychology from Pittsburg State University.

As the Director of First Impressions & Marketing, Megan is a friendly face who always greets you with a smile! She is a team player and has a passion for helping and taking care of others. Megan loves to think outside the box and brings a new creative perspective to the table.

Megan has two boys, Vander and Jagger, who keep her busy outside of the office. They enjoy being outdoors playing sports and exploring nature. Megan loves watching live music and going to spin class in her free time.


Favorite food:


Favorite quote:

“In the middle of difficulty lies opportunity.” – Albert Einstein

If you could meet anyone, past or present, it would be:

Mick Jagger

Favorite book:

To Kill a Mockingbird

Favorite holiday:


Something on your bucket list:

Hike at Montana’s Glacier Park

Place you’d most like to visit:


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.