Megan began her financial services career in 2013, specializing in advisor-focused marketing, brand development, compliance-sensitive communications, and sales enablement.
For Megan, the financial industry is about far more than numbers. It is about the strategy, service, and trust required to help people make life-changing financial decisions. She excels at translating complex financial concepts into clear, accessible language, helping advisors grow their businesses and clients move forward with confidence.
Megan holds both a Bachelor of Business Administration in Marketing (2009) and an MBA in Management (2010) from Northwood University.
She lives in the Gilbert area with her husband, their four children, a cat, and two beloved dogs. The family is entirely baseball-obsessed thanks to her husband’s professional career working with the Detroit Tigers, San Francisco Giants, and Los Angeles Dodgers, home remains a lively, house-divided battleground for NFC North football (Go Bears and Lions!).