Megan began her career in the wealth management industry in 2021 and continues to emphasize learning and understanding of personal financial advisory services. As a Wealth Management Associate, Megan is responsible for supporting Investment Relationship Managers by preparing meeting materials, placing trades in client accounts, and drafting financial plans. Before making her way to Schneider Downs Wealth Management Advisors, Megan gained some ancillary experiences in busy-season tax preparation, the real estate closing process, and worked for another RIA. Megan’s involvement in the Women’s Leadership and Mentorship Program, Women in Business, and Strong Women Strong Girls at Robert Morris University spurred her commitment to advocate for women and underrepresented communities both personally and professionally. Megan is excited to continue learning alongside seasoned professionals while cultivating her own advisory style for future client relationships.
Megan lives in her hometown of Hookstown, PA with her family and their dog and cat, Sako and Sonny. When Megan is not working or studying, she enjoys spending time with loved ones, traveling, gardening, cooking, and taking long walks around her neighborhood.
B.S.B.A in Financial Planning (graduating in May 2023), Robert Morris University
Master of Business Administration (graduating in May 2023), Robert Morris University
Member, Beta Gamma Sigma - International Business Honor Society
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