Meet Megan

Megan Lane Associate Wealth Advisor and Director of Operations pursues her passion for finance and wealth management by meeting clients where they are. Providing them with the level of assistance and education that they desire. Her keen listening and understanding coupled with a client centric focus is about finding solutions and support in their life planning. Whether you are just starting with your investing or, looking for professional portfolio management, Megan is dedicated to putting your best interest first.