BMO Family Office
Wealth Planning Consultant
BMO Private Bank
Megan provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined the organization in 2000 and has over 18 years of experience in the financial services industry.
Megan earned her bachelor's degree in Business Administration from the University of Phoenix. She is currently attending California Lutheran University in the Financial Planning MBA program. She is also a candidate to become a CERTIFIED FINANCIAL PLANNER™ professional.
Megan is a member of the Financial Planning Association (FPA), FPA of Greater Phoenix NexGen Chapter and the East Valley Estate Planning Council. Megan enjoys spending time with her teenage daughter and two beagles.