Megan credits her drive and determination to her upbringing, her thirst for personal connections, and her willingness to serve. Clients know they can catch Megan meeting with clients with passion and pride and educating herself on the industry.
Megan is one of our valued advisors at Moxy Financial Group, where she provides high-touch financial planning to families, while mentoring new agents to have the confidence and skills to do the same. Megan started her career working at a boutique financial planning practice and loved the experience of getting to work with all different kinds of clients. Today, she uses this diverse experience to serve our clients and make a positive impact in their lives. Growing up, Megan always thrived on the relationships she built around her because they were important and necessary for her growth. Because of this, she loves what she does at the firm, where it means so much to her to make a connection with others.
Megan comes to us highly certified, including having a BBA in Finance and being a CERTIFIED FINANCIAL PLANNER™ professional. Being a CFP® designee is highly regarded in our industry and shows that Megan has dedicated herself to furthering her education and serving in the best interests of her clients. She is passionate about her profession and enjoys learning more about how she can better serve her clients and their families.
Besides being passionate about her career, Megan is also passionate about her family, including her husband and son. When not in the office, she can likely be found at his sporting events (as he says, “ball is life!”), spending time with family and friends, or at church. And, as always, thinking about her clients and how to help them! Megan also regularly volunteers around her community, including with her church, the YMCA, and her son’s school. She deeply believes that the best way to start making a change is right in your backyard and enjoys spending her time building up the community around her.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian