Paraplanner
Megan has been interning with us for several years during her high school and college summer and winter breaks. She began working part-time in the summer of 2021 and accepted a full-time position in December 2021. She maintains the Series 6 registration with Cambridge Investment Research, Inc. Her primary responsibilities are research, assisting with marketing, creating financial plans, and assisting the advisors with other miscellaneous duties. She will be transitioning into a client facing role in the coming months.
Megan graduated from Texas Tech University with a Bachelor’s degree in Personal Financial Planning in December of 2021. During her time at Texas Tech, she was a member of the Tri Delta sorority, she was the Treasurer for Phi Upsilon Omicron, a national honor society, she was a financial educator for Red to Black, the peer financial coaching program, she was a member of the Personal Financial Planning Association (PFPA), and she was an avid STUMO member, one of the Christian organizations on campus.
Megan is from Argyle, Texas.
Megan enjoys volunteering and spends time working with her favorite charity, St. Jude. She found a love for them through Tri Delta and did dozens of philanthropy events with them during her time as an active member. In her free time, you can find her modeling, working out, and spending time with friends and her cat, Pumpkin. Megan is a member of Watermark Community Church in Dallas.
Stay In Touch