Thoughtful communication, attentiveness and problem-solving are the hallmarks of Meggan’s role as an advisor. Working with clients and helping them make important decisions about their financial futures gives her a unique opportunity to make lasting connections while pursuing her passion.
She enjoys helping clients get to the root of what they want from life and establishing proactive wealth management plans that reflect those goals. Her partnerships give clients confidence and security to adapt to changing needs and to grow and protect their wealth.
In her free time, Meggan enjoys spending time in Chicago, traveling and staying active.
Certified Financial Planner™
Bachelor of Science in agricultural and consumer economics – University of Illinois – Urbana Champaign