Megan began her career in the financial services industry in 2012 working for a major life insurance company. It did not take her long to realize that a sales and product driven environment was not where she belonged. In 2015, Megan found HFG. She was drawn to HFG’s fee-only fiduciary approach and lifelong commitment to learning. Megan is a CERTIFIED FINANCIAL PLANNER™ and graduate of Washington State University (Go Cougs!).
Megan is able to help in all areas of her clients’ financial journey and specializes in understanding complex insurance policies (annuities) – which we do not sell, Social Security, and Medicare. She is passionate about helping people reach their goals and wants everyone to rest easy and feel confident knowing they have a plan in place and guidance along the way.
Megan is an Idaho native, born and raised in Idaho Falls, but has called the Tri-Cities home since 2010. She lives in Richland with her husband and high school sweetheart, Mike and their two beautiful children, Mercy and Manny.
12 Rules for Life by Jordan Peterson