About Meagan
Meagan is dedicated to getting to know clients and their personal goals and values, as well as building a financial plan that fuels their life. She believes financial planning creates opportunities and a sense of calm throughout the many twists and turns of life. Meagan is honored to act as an advocate, empowering clients to make aligned decisions amid complex challenges.
Meagan and her husband have three wonderful children – a son and two daughters. Meagan enjoys hiking, practicing yoga, and traveling with her family.
Education and Professional Milestones
- Illinois State University - Bachelor of Science in public relations
- Over 10 years of experience in the financial services industry
- Worked for a multifamily office, managing the coordination of services for ultra-high-net-worth client relationships
Meagan is dedicated to getting to know clients and their personal goals and values, as well as building a financial plan that fuels their life. She believes financial planning creates opportunities and a sense of calm throughout the many twists and turns of life. Meagan is honored to act as an advocate, empowering clients to make aligned decisions amid complex challenges.
Meagan and her husband have three wonderful children – a son and two daughters. Meagan enjoys hiking, practicing yoga, and traveling with her family.
Education and Professional Milestones
- Illinois State University - Bachelor of Science in public relations
- Over 10 years of experience in the financial services industry
- Worked for a multifamily office, managing the coordination of services for ultra-high-net-worth client relationships