Associate Advisor
As Associate Advisor, Megan is dedicated to providing personalized, thoughtful financial guidance that empowers clients to make confident decisions. Megan’s dedication to her clients is reflected in the meaningful, trusting relationships she builds, helping them navigate life’s financial decisions with confidence and clarity. In 2024, she earned the CERTIFIED FINANCIAL PLANNER™ designation, a testament to her commitment to the highest standards of knowledge, ethics, and expertise in financial planning.
With nearly 20 years of experience in client relations and over a decade in donor development, Megan has gained a unique perspective on financial wellness. These experiences also make her a valuable resource for clients interested in exploring charitable giving in their community. Whether designing a wealth-building strategy or finding ways to give back, Megan is here to guide clients through life’s big financial decisions with heart.
At RightPath, we believe in evidence-based investing. Megan collaborates with clients to develop tailored investment strategies that align with their personal goals and values—because financial planning is about more than just numbers; it’s about relationships and listening and understanding the future our clients want.
Outside of work, Megan loves spending time with her family, enjoying the beauty of their surroundings or soaking up the sunshine at the beach. Megan is dedicated to helping clients live fully in the present, with the peace of mind that comes from knowing their financial future is secure and thoughtfully planned.
