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.