Biography
A member of Accredited’s Wealth Management group, Megan is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors, Megan was an advisor for a local CPA-based financial advisory firm.
Megan is an active member of the Financial Planning Association, serving on the Board of Directors as President for the Minnesota Chapter (2019). Megan also serves as Accredited’s internal resource on social security matters, and is integral to the firm’s recruiting and hiring efforts.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota, Duluth – B.B.A. in Financial Markets Finance, with Minors in Financial Planning, Accounting, and Psychology
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely by thoughtfully prioritizing how to share my time and resources. Personally, my priority is spending time with loved ones visiting favorite places as well as pursuing new adventures. Professionally, my time is spent wisely by being in a career I am passionate about, with a company aligning with my values, while working alongside colleagues that have become friends.
“The elevator to success is out of order. You’ll have to use the stairs… one step at a time.”
Joe Girard
