201 Office Park Drive,
Meet the Team
Our firm’s philosophy is to put you at the center of the financial planning process. As such:
• We provide solutions and alternatives, but you make the final decisions about your own financial future• The financial plan is systematically reviewed to ensure it remains consistent with your long-term goals and objectives, and is aligned with our changing world• You receive confidential, highly customized, personal service
We believe in providing you with clarity and solutions that help meet your needs. Some needs are solved with financial products. Objectivity is the key to our process. We have access to products from many highly rated companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts. To us, long-term relationships are more important than short-term gains, and we will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust – these are the commitments we make to each of our clients.
Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. In 2016, she obtained her CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) from The American College. Megan is Series 7, 66 registered and insurance licensed in multiple states across the country.
Megan has been doing planning for small business owners and other professionals for the past 10 years. Her team of advisors work diligently to create financial plans to help their clients accumulate wealth, reduce taxes, and continue a legacy for their families. Through comprehensive financial planning, she focuses on the needs of her clients’ to create a unique plan to help meet their specific goals and objectives. Her goal is to establish long lasting relationships with her clients and their families. These long-term relationships help to provide clients a sense of security for their future and the future of their family and operation.
Megan has always dreamed of owning a ranch, her love of horses and the outdoors is in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational farming operations address their concerns over growing their operations, retirement planning, and succession and estate planning
In addition to her work with business owner and professionals, Megan supports several non-profit organizations such as Special Equestrians, National MS Society, St. Jude Children’s Hospital, the Community Foundation of Greater Birmingham, and the YWCA.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.