Megan Perry

Wealth Planner

Megan joined the HFG Trust family in May 2019, bringing with her a Bachelor’s degree in accounting from Eastern Washington University coupled with a passion for helping clients achieve their financial goals. As one of our Wealth Planners, Megan works closely with our advisors, playing a fundamental role in the preparation of financial plans and portfolio analysis.

An Eastern Washington native, Megan recently relocated to the Tri-Cities from her hometown of Walla Walla with her fiancé and their three dogs: Gunner, Phyllis and Bernard. In her spare time, she can be found exploring the trails of the Pacific Northwest, traveling abroad, or listening to a good podcast.

Schedule a meeting with Megan through our Microsoft Bookings page.


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