Megan began her career in the financial services industry in 2012. In 2014 she graduated magna cum laude from Washington State University Tri-Cities with a Bachelor of Arts in Business Administration. Immediately following graduation, she sat for the series 7 and 66 exams and became a financial advisor for a Fortune 100 company. In 2015 Megan was presented with the opportunity to work with HFG. She was drawn to HFG’s client-focused philosophy and lifelong commitment to learning, as well as the idea of being a true fiduciary and fee-only financial planner. Megan is currently studying to obtain her CFP designation.
Megan was born and raised in Idaho Falls, ID and moved to the Tri-Cities in 2010. She is active in the community and serves on the board for the Institute of Management Accountants and for the Wishing Star Foundation, which grants wishes to children with life-threatening illnesses in the Spokane/Tri-Cities and surrounding areas. She lives in Richland with her husband and high school sweetheart, Mike, their two beautiful children, Mercy and Manny, and their lovable pit bull, Sweety.
“One of my favorite quotes is, ‘Most people don’t plan to fail, they simply fail to plan.’ This is so relevant to what we do as advisors; we give people a plan. I am a firm believer in the profound impact that a positive advisor-client relationship can have on a person’s overall financial well-being. I also believe strongly in the fiduciary standard, which simply states that a fiduciary is required to place the needs of another above their own. The trust and confidence that our clients place in us is extremely rewarding, and it is not something that I take lightly.”