Meg provides exceptional professional service to our clients. She over 20 years of experience guiding clients across all stages of their financial lives, from early planning through retirement and multi-generational wealth transfer. Her expertise includes estate planning coordination, philanthropic strategy, and working closely with clients’ attorneys and CPAs to support long-term financial goals.
Meg holds Series 7, 63, and 66 securities registrations and earned a Bachelor of Science in Business Administration from Minnesota State University Moorhead.
Meg is a Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.