Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. For the past 10 years, Megan has been financial planning for small business owners. She and her team of advisors work diligently to create solid financial plans to help their clients accumulate wealth, reduce taxes, and continue a legacy for their families. In 2016, she obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She is currently working on her Certified Business Exit Consultant (CBEC®) designation. Megan is Series 7, 66 registered and insurance licensed in multiple states across the country.
Since Megan was a little girl her dream was to have a ranch. She has an incredible love of horses and the outdoors. Her own farm experience and her dream of owning a farm have fueled her passion to help agribusiness owners and multi-generational farming operations. She understands their concerns over growing their operations, retirement planning, and succession and estate planning. Through comprehensive planning, she focuses on her clients’ needs to provide a unique plan that helps towrd meeting their specific goals and objectives. Her goal is to establish long lasting relationships with her clients and their families to ensure a sense of security for their future and the future of their family and operation.
In addition to her work with small business owners and agribusiness owners, Megan serves on the Junior Board of Visitor’s for the UAB School of Nursing and supports several non-profit organizations such as Special Equestrians, National MS Society, the Community Foundation of Greater Birmingham, and the YWCA.
Megan is married and currently resides in Pelham, AL with her husband and two dogs. When she is not at home or working, you can find her at the farm or running at a barrel race.
Securities Licensed in AL, CA, CO, CT, DC, FL, GA, ID, LA, MD, MA, NJ, OK, SC, TX, and VA
Insurance Licensed in AL, AR, DC, FL, GA, ID, LA, NV, NY, OR, SC, and VA