Megan started her investment career at Baird in 2016. Her focus is on providing individualized plans for clients that help them with their goals for retirement, education, large purchases, legacy and generational wealth. She highlights the importance of the client’s collaboration and understanding designed to ensure the best possible outcome.
Megan graduated from UW – La Crosse where she received her Bachelor of Science in Finance. She also earned the highly respected CERTIFIED FINANCIAL PLANNER ® designation. Megan holds the FINRA Series 7 and 66 registrations and is licensed for life and health insurance, and variable annuities. Megan lives in La Crosse, WI with her husband Zach and their dogs, Nova & Beau. She enjoys gardening, cooking, hiking, and spending time with her horse, Checkers.