Megan is an independent financial advisor who works closely with clients to understand their goals from a holistic perspective. She takes an educational approach to financial planning, helping clients make informed decisions and creating solutions tailored to their unique needs.
With over 15 years of industry experience, Megan began her career as an office assistant before becoming a financial advisor. This background gives her a deep understanding of what clients should expect from their advisor, and she believes that attention to the “small details” often makes the biggest difference. As an independent business owner, Megan offers flexibility and a more personal, one-on-one experience. She is especially passionate about financial education, including Medicare planning - an area that is frequently overlooked but critical to long-term financial success.
Megan holds FINRA Series 6, 7, 63, and 65 licenses with Osaic Wealth and is licensed with the Nebraska Department of Insurance for Life Insurance, Long-Term Care Insurance, and Annuities.
Outside of her practice, Megan enjoys cooking with her family and camping whenever possible. She is a strong supporter of local small businesses and spends much of her personal time working on her family’s farm. She also enjoys raising and competing with registered Border Collies at stock dog competitions.