Megan began her career in the wealth management industry in 2017 and holds an honors degree in Finance from Central Michigan University. After completing a summer internship at Raymond James, she viewed the role of a wealth advisor as more than just numbers, but more about building trust and establishing long-term relationships with families.
Megan's passion for advising stems from her commitment to helping clients make informed decisions about their financial future and transferring their legacy to the next generation. Building trust and understanding are at the core of her relationships with clients, and she always listens attentively to their objectives and concerns. Megan's goal is to simplify complex financial matters and educate clients on all their options in any market condition. She also places great importance on constant communication, ensuring clients stay informed and their plans can adapt to changing markets.
Megan takes immense pride in building her wealth management practice from scratch. Despite the initial difficulties and hard work, Megan never gave up and persisted in reaching her production goals. Megan’s always had a fire inside ever since she was young, but more importantly she has and a heart to make a difference in people’s lives. After success in the business as an independent advisor, she saw value in a team approach to wealth management and partnerships with Ed Sudzina & Panos Firek Wealth Management. Alongside her business partners, Megan has built an extraordinary practice that services affluent individuals and families.
Megan committed to lifelong learning throughout her career and attained the CDFA™ (Certified Divorce Financial Analyst) designation, which qualifies her to assist clients and their attorneys through the divorce process. Megan knows the emotional and financial impact divorce has on a family through her own experiences with her parents and is committed to serving divorcees and blended families. In 2019, Megan attained her Accredited Asset Management Specialist® and is in the process of attaining her CFP®, Certified Financial Planner designation.
Megan is passionate about supporting veteran charitable organizations. She's partnered with the founder of Believe With Me to help create financial plans for America's Gold Star Families, and she finds this work deeply meaningful. Megan is also inspired by her mother, who she considers the hardest working person she knows, and Caroline Anspach, her mentor in the Women's Leadership Alliance.
Megan keeps herself busy with a variety of activities living in Royal Oak. She likes to unwind at her family's lake house up north, where she can go out on the boat, sit out by a fire, and enjoy the great outdoors. When she's in the city, Megan loves having game nights with her friends, playing euchre or quiplash, and working out at Orange Theory Fitness. While Megan doesn't have any pets of her own, she's a regular visitor to her parent’s house where she enjoys spending time with their three dogs, Bella, Oliver and Charlie.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.