Megan graduated from Florida State University in 2008 with a Bachelor of Arts in Music. After graduation and while completing her Master of Business Administration degree from Xavier University, she worked at a local brokerage firm and fell in love with the industry. During her subsequent time at both a large bank and a local CPA and advisory firm, she continued to expand her knowledge of Financial Planning by earning her Certified Financial Planner designation as well as becoming a Certified Exit Planning Advisor and a Certified Mergers and Acquisitions Advisor.
Megan joined Wealthquest in 2022. She is excited to help individuals and business owners align their financial goals and actions through a holistic financial planning process.
Megan is married with two boys and lives near West Chester, Ohio. In her free time she loves spending time with her family outdoors, traveling, and singing.
