Megan is a true Idahoan. She grew up in Jerome, Idaho where she was formerly a high school math teacher. She came to Berkeley, Inc in 2015 looking for a change of pace from teaching high school, but still having a desire to help others and use her sense of numbers. Megan has a degree in mathematics from Boise State University. She is a Certified Financial Planner TM. She spearheads financial planning for all new and existing clients. Additionally, she assists with all things in the office from technology support to investment research. If you have a question she will know where to find the answer. Megan thrives in chaos.
Like all of us in the office, Megan is a dog lover to the extreme. She goes on an absurd amount of walks with her Goldendoodle and two Aussiedoodles, who are considered the office mascots and can often be found greeting clients as they come for meetings. Megan has a daughter to keep her busy in all of her spare time.