Client Services Associate
Megan studied corporate finance at Colorado State University where she graduated with a degree in Business Administration in 2015 with a hospitality concentration. She worked through an internship at Bank of Colorado during her final semester. Since graduating, she has worked in three different hotels and then ventured into the agriculture industry. She coordinated the top account for a global buyer and managed the purchasing and supply chain logistics as well.
Last year, Megan decided to return to her roots in the finance industry and will now work closely with Maryann to support their clients. Knowing what a large impact finances have on a person's life gives her great purpose in working side by side with people. Being able to live comfortably due to financial independence is an accomplishment that she wants to celebrate with clients as they hit many milestones through life. Megan hopes to pursue professional designations and licensing in the years to come.
Megan lives in Windsor with her husband, Kevin, of 6 years. They adopted a Golden Retriever, Quinn, from Istanbul, Turkey. Together they own and operate 3 businesses on the side, are very involved in their church, and love traveling the world.