Megan uses her depth of knowledge to construct a holistic financial plan for clients that is tailored to their individual needs with the goal of helping them achieve successful outcomes and enjoy life to the fullest.
Prior to joining Cassady Schiller, Megan worked as a Senior Wealth Strategist and Private Business strategist at PNC Wealth Management where she assisted high net worth individuals and business owners with a variety of financial planning and investment-related needs.
Megan grew up in Cincinnati and is a graduate of Ursuline Academy. She received her Bachelor of Arts degree from Florida State University and her Master of Business Administration from Xavier University. Megan is a Certified Financial Planner® professional.
In addition to her CFP®, Megan is a Certified Mergers and Acquisitions Advisor as well as a Certified Exit Planning Advisor. As a CM&AA and CEPA®, Megan is uniquely qualified to help business owners develop an exit strategy that maximizes business value and increases the likelihood of a successful transition.