Director of Operations and Services
Megan is a Financial Advisor with H.D. Vest Investment ServicesSM and the team of SWC True North Wealth Management in 2013. She is FINRA series 7 (General Securities Representative Series) and series 66 (NASAA-Uniform Combined State Law Exam) licensed, as well as licensed to sell life insurance. Megan is passionate about helping clients achieve financial wellness through a holistic wealth management approach, starting with teaching about the basics.
Megan holds a Bachelor of Science Degree from West Chester University and a M.A. in Education from Sierra Nevada College. Her background in teaching helps her to reach clients at whatever level of understanding they are, and she knows that differentiation is essential in creating a plan that is just right for you and your family.
She is an active member of several professional and community organizations here in Central Pennsylvania, where she lives with her husband and two young children. Her free time is spent with family and friends hiking, growing a garden, cooking, reading, listening to music, and volunteering.