Megan leads the planning strategies for high-net-worth families and individuals. She focuses on complex estate and wealth transition planning for clients. Leveraging over 10 years in the finance industry she strives to be a lifelong learner. Her strength in connecting and planning skills has been a driving force in her success as a financial advisor. Her ability to present complex financial concepts in an easy-to-understand manner has provided not only a blueprint for successful planning but adds considerable value in cultivating confidence in the investment strategies and wealth planning she creates. As the financial industry has shifted into a relationship-driven business with planning at its core, the importance of wealth planning has become an integral part of the financial puzzle.

Megan most recently earned her Certified Private Wealth Advisor CPWA® certificate through Yale School of Management.  

• A multidisciplinary approach to the interconnected challenges and opportunities that significant wealth brings.
• Deep dives into critical areas of wealth planning and preservation, including wealth transfer tools, as well as legacy planning and family dynamics.
• From preserving wealth to managing closely held businesses, the needs and demands of high-net-worth clients are unique, complex and challenging - and getting more so. The Certified Private Wealth Advisor (CPWA®) certification is designed specifically for seasoned advisors and wealth managers who work with high-net-worth clients. 

Outside of the office Megan likes to stay active with many outdoor activities, such as riding her motorcycle, hiking and camping with her husky Nala and landscaping DIY projects. She is an avid reader, travel enthusiast and authoring a book is on her bucket list of life. She commits time and effort to many community organizations and services.

Education:

• Bachelor of Science degree in entrepreneurial studies South Dakota State University, 2015
• Certified Private Wealth Advisor CPWA® Yale School of Management, 2025
• Chartered Financial Consultant ChFC® The American College, 2022
• Certified Financial Planning Course Pepperdine University, 2018
• EmBe Women in Leadership Graduate, 2021–2022
• Leadership Sioux Falls Graduate, 2018–2019
• Cosmetologist State of South Dakota, 2011–present