Megan has been serving clients as a financial advisor at Great Waters Financial since 2016. She enjoys simplifying the complicated and overwhelming financial decision for individuals, so they feel educated and prepared to take the next right step, and ultimately, shift their focus to "living greatly".
Megan came from a background in finance, studying at The University of Wisconsin Stout, and later the University of Westminster in London, England. She continued on to receive post-graduate education of life, health, and accident insurance, series 65 investment advisor representative, and Chartered Retirement Planning Counselor (CRPC® ) designations.
She currently lives with her husband, Cody. They share a mutual love for being involved in their home church, spending time outdoors as much as possible, seeing family and friends, and finding their next travel destination.
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