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.