Megan blends an education-first approach to financial organization with a sincere desire to understand the personal goals and priorities of her clients. With a background in education, she specializes in simplifying terminology and organizing complex information so that her clients are empowered to make informed, intentional decisions.
With a thorough understanding of her clients' financial data and personal goals, she will work together with her clients to create a path forward that provides flexibility and control. She will organize your finances, insulate your personal economy, and uncover opportunities to build true, lasting wealth. Through this process, she will craft strategies and habits specific to you to support your financial well-being and foster long‑term success.
When she's not working, Megan loves reading and is a proud member of two book clubs. She enjoys yoga, cooking, visiting museums and galleries, searching for her next great cup of coffee, and exploring new places with family and friends.
Megan holds degrees from Indiana University of Pennsylvania and Northwestern University.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Northeast Financial Network. is not an affiliate or subsidiary of Guardian.