Meghan’s mission is to serve and empower her clients by creating and implementing sound strategies for a better financial future. Her business is built around strong relationships with her clients and providing strategic financial advice specific to their unique needs no matter where they are in their financial life cycle. Her driving belief is that anyone may achieve financial success with the right partnership—they don’t have to do it alone.
In 2023, Meghan made a change that holds deep personal meaning and purpose as she stepped into a career as a Financial Advisor with Evershore Financial Group. The discipline, drive, skills, and analytical abilities gained as she earned her Bachelors, Masters, and PhD undoubtedly transcend into her career as an advisor. She has held positions as an Adjunct Faculty member, as well as sales and service advisor positions in Biotech and Diagnostics corporations. These experiences honed her natural inclination and desire to connect with people while helping them break down complex challenges into actionable steps for change.
As a qualified financial professional with Series 7 and 66 registrations, the Florida Life Health and Annuity license, and having completed Financial Coaching Master Training through Ramsey Solutions, Meghan can help you realize your financial goals, plan for life’s uncertainties, develop a plan for financial security, strategically plan for retirement, and provide coaching on your debt free journey.
Personally, Meghan and her husband Ben reside in West Palm Beach, FL with their two dogs. They are avid sailors and members of the Palm Beach Sailing Club where Meghan has served on the Board of Directors, as well as held a position as Secretary. They are passionate about and are committed to their community and church downtown where they lead Financial Peace University.
Boca Raton Office | 561.910.2566