With a career best described as interesting and varied, Megan brings a strong foundation in client service, strategic operations, and cross-industry experience to her role in financial advising. Her background spans corporate, hospitality, and leadership roles, where she consistently built strong relationships, delivered results, and thrived in dynamic, client-facing environments.
Megan is a graduate of Gonzaga University with a Bachelor of Arts in Environmental Studies and a minor in Philosophy, complemented by a certificate in Business Administration from the University of Washington. A natural communicator and problem solver, she values helping clients navigate complex decisions and is driven by a commitment to building trust and delivering tailored, thoughtful guidance.
She has lived and worked across the country — including in San Diego, Spokane, Florence Italy, Salt Lake City, Wyoming, Seattle, and now Boston — and brings a broad perspective and adaptability to every professional relationship. Outside of work, she enjoys skiing, traveling, cooking, and spending time outdoors. She currently lives in Boston with her fiancé.