As a Wealth Planner, Meagan believes that financial planning is about more than numbers — it’s about people, trust, and helping families build their future. Guided by integrity and a strong fiduciary commitment, Meagan takes pride in helping clients make confident financial decisions that reflect their goals and values.
With over ten years of experience in the financial industry, Meagan takes a personalized, client-first approach to every relationship. She takes the time to listen, understand, and design customized strategies to help clients grow, preserve, and enjoy their wealth through every stage of life. Whether planning for retirement, managing investments, or navigating life’s transitions, she provides clear guidance and steady support every step of the way.
As a fiduciary, Meagan is deeply committed to putting her clients’ interests first — always. She believes that true financial success is built on trust, transparency, and open communication, and she strives to make every client feel valued, informed, and cared for.
Meagan and her family reside along the beautiful Seacoast of southern Maine. She earned dual bachelor’s degrees in business from the University of New Hampshire in 2007. Meagan holds her Series 7 and 66 investment licenses with LPL Financial, as well as a life insurance license, enabling her to help clients develop and implement comprehensive financial plans. She enjoys spending time outdoors, traveling, cooking, and spending quality time with family.