Licensed Rep Assistant
Megan graduated from DePauw University in Greencastle, IN with a BA in English Composition and Asian Studies. She holds securities registrations 63, 65, 7 and a life and health insurance license. Megan is currently studying towards her ChFC designation through The American College.
Megan has been in the financial industry since 2007. She discovered her interest in the field after spending many years on the clients' side of the table and is committed to helping them understand their options.
Megan's personal passion focuses on the needs and concerns of the "sandwich" generation; assisting them in finding resources and options to keep their own financial situation in order while balancing the pressures and obligations of taking care of their aging parents and supporting their children at the same time.
Megan is a member of Women's Networking Group, and a co-facilitator of Powerful You! Networking with a Heart - Appleton Chapter. She is also thrilled to have the opportunity to volunteer with some wonderful organizations. Megan is a proud member of Brandon's Champions, a regular blood donor at the Community Blood Center, and an advocate for the Fox Valley Brain Tumor Coalition.
Megan has lived in the Fox Valley for most of her life. She currently resides in Darboy with her husband, Phil, on his family's farm. Though their three children Patrick, Clayton, and Emmalyn are nearly grown and on their own, Phil and Megan still enjoy attending Kimberly High School band concerts and football games.