Megan contributes to the development of the firm’s investment strategy and ensures consistent implementation across client portfolios. She also works closely with the firm’s financial advisors to establish client-level portfolio strategies and present investment recommendations.
Prior to joining Wealth Dimensions, she was the Director of Investments and Debts at Xavier University. She also worked in various investment capacities at Carleton College, University of Michigan, and Cambridge Associates.
Megan earned BS degree from Georgetown University in Washington, DC. She is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®).
Megan lives in Mason, with her husband and three sons. She’s a coach and supporter of her children’s many sporting activities. She also serves on the investment committee for three nonprofits organizations.