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.
Favorite Food:
Cacio e pepe with wild mushrooms
Best piece of financial advice received:
Start saving and investing as early as possible, know your goals and be disciplined to reach them.
Bucket list:
Overcome her fear of heights and ride in a hot air balloon.
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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.