Megan is a Senior Vice President with Bridges Trust. Megan’s responsibilities include Relationship Management and leading the Financial Planning team. She is also a member of the Bridges Investment Management team. Megan utilizes her knowledge and experience to assist clients with their wealth planning and investment needs.
Megan received her BS in Accounting from Concordia University and an MS in Accounting from the University of New Orleans. She earned her Certified Public Accounting (CPA) certificate in 2008, her Certified Financial Planner™ certificate in 2015 and her Chartered Advisor in Philanthropy® (CAP®) certificate in 2018, and she has passed Level 1 of the Chartered Financial Analyst® designation. Back To Team