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About MeganI am a financial advisor and partner at Berkeley, Inc. I grew up in Jerome, Idaho where I was formerly a high school math teacher after college. There is a special place in my heart for the Magic Valley, but teaching high schoolers is not for the faint of heart! In 2015 looking for a change of pace, I came to Berkeley, Inc. My journey with the company began as the office manager, which has given me an important set of skills to understand exactly 'how the sausage is made' from start to finish in working with clients. I've always had a desire to help others learn, as I've enjoyed coaching and tutoring over the years, these days it's a different demographic. Oftentimes I prefer the title of 'life coach.'
My degree is in mathematics from Boise State University and I am a Certified Financial Planner TM. I am involved in financial planning for nearly all new and existing clients. If you have a question, I will know where to find the answer. My favorite thing about working as a financial advisor is learning and sharing knowledge about such a wide variety of topics. I like to consider myself a collector of information. Financial planning is so much broader (and more fun!) than many people understand. I am a volunteer with Big Brothers Big Sisters of Southwest Idaho as a 'Big' and am a member of the Junior League of Boise. In my spare time, I enjoy watching and participating in many sports and being active. I have a daughter, Poppy, three dogs, and a cat. You will oftentimes find my dogs greeting you as you come in the office. |
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