Megan is on Bridgewater’s Financial Planning team, where she works with our advisors to create client plans. She is natural puzzle solver with an investigative and sharp mind. Combined with her easy fondness for her clients, you can see why financial planning is her passion.
With a wealth of experience in the finance industry, prior to joining us at Bridgewater, Megan worked in client services at Hergenroeder Financial Advisors and RBC Wealth Management. She holds a BS with a major in finance from Virginia Tech. She holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Megan is a dedicated advocate for animals and volunteers with Lucky Dog Rescue. She is an avid reader and football fan. She’s looking forward to getting married in August 2016.
Megan is a competitive Texas Hold ‘Em player. In other words, don’t mess with Texas and don’t mess with Megan (at least not at the poker table).
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