Associate Advisor
As Associate Advisor, Megan is dedicated to providing personalized, thoughtful financial guidance that empowers clients to make confident decisions. Her commitment shines through in the meaningful, trusting relationships she builds—offering steady guidance, genuine care, and ongoing support as clients navigate important financial decisions.
Megan has been part of RightPath for over five years, starting as a Client Service Associate before becoming an Associate Advisor. With nearly 20 years of experience in client relations and more than a decade in donor development, she brings a unique perspective to financial wellness. Her background also makes her a great resource for clients interested in giving back to their communities through charitable giving. In 2024, she earned the CERTIFIED FINANCIAL PLANNER™ designation—a testament to her dedication to the highest standards of knowledge, ethics, and expertise in financial planning.
She works closely with clients to build investment and wealth management strategies that reflect their personal goals and values. Because financial planning is about more than just numbers—it’s about people, and truly understanding what matters most to them. Megan’s passion is helping clients live fully in the present, with the peace of mind that comes from a solid financial plan.
Outside of work, Megan loves spending time with her family and being outdoors—whether it’s taking her dog for a run, heading out on a family adventure, or simply enjoying a sunny day.
