Megan works with a broad range of individuals and families, families building wealth, those in retirement, helping clients navigate cash flow and budgeting strategies, comprehensive financial planning, tax-efficient planning.

She takes a analytical and client-centered approach to planning, intended to provide clarity, structure, and confidence throughout the planning process.

Megan earned a B.S. in Accounting from Alvernia University. Her educational background supports a thoughtful approach to helping clients navigate important financial decisions.

Outside of work, Megan enjoys running, participating in local community events, and spending time with her husband, three children, and dog.

Serving clients in and around Tamaqua, PA.