Meet Megan
Megan combines over 15 years of experience in project management, financial services, and operations to enhance processes and support team success. She focuses on optimizing operations, leading cross-functional projects, and managing office workflows to ensure teams have the tools and structure needed to work efficiently.
She stays current with industry trends through ongoing development and values teamwork, clear communication, and creating environments where both people and processes thrive. Megan finds success in supporting the team’s mission to help clients pursue their financial dreams.
Family is Megan’s greatest source of support and inspiration outside of the office. Originally from the Twin Cities, Megan and her husband Chad, moved to Southern Minnesota 9 years ago and are grateful to call Fairmont their home. She’s especially proud to be a mom to her son Michael and daughter Claire. Together, they enjoy traveling, attending sporting events, and spending time with friends.