Megan started her investment career at Baird in 2016. Her focus is on providing education, retirement, and Social Security planning for clients. She holds the FINRA Series 7 and 66 registrations and is licensed for life and health insurance and variable annuities. She is also a CERTIFIED FINANCIAL PLANNER ®.
She attended UW – La Crosse where she received her Bachelor of Science in Finance. Megan lives in La Crosse, WI with her fiancé, Zach and their dog, Nova. She enjoys gardening, cooking, hiking, and spending time with her horse, Checkers.