Megan’s mission is to build a relationship with each client that is based on trust, integrity and genuine enthusiasm to help guide them towards a successful retirement. She knows that it can be overwhelming to make sure all facets of a retirement plan are covered and difficult to transition from the accumulation phase to the distribution phase.
Megan has nearly a decade of experience and focuses on creating individually designed plans for retirees and soon-to-be retirees with an emphasis on retirement income planning, wealth management and preservation, tax efficient strategies and legacy planning.
Megan and her fiancé, Jacob, enjoy spending time with their 2 dogs, Baloo and Gerty, attending St. Louis sporting events, anything outdoors and finding new restaurants.