Megan and Alex started working together in November of 2024. Megan went to Colorado State University graduating with a degree in Business Administration/Corporate Finance. She also had an emphasis in hospitality and started her career working in hotels. In 2018 she took a jump to work in sales for the national accounts team at JBS managing their top account with Costco’s distributions and supply chain. Finally, in 2021 she ventured back into the finance industry to get her start at Edward Jones and later worked alongside an independent advisor until just recently coming on board with Duncan Wealth Management and Equitable Advisors. Megan has a passion for supporting clients through the big milestones of life and watching them enjoy financial freedom as each family meets their goals.
Megan lives in Fort Collins with her husband Kevin and son Charlie who is thriving in his toddler era. They have a golden retriever, Quinn, who is rescued from Istanbul! In their free time, they manage rental properties, a travel agency, a photography business, they parent a wild child, and are very active in their church.