Megan earned her Bachelor of Science degree with a focus on accounting and finance from the University of Denver. Prior to joining Moneta, Megan worked at Eaton Vance in Boston, where she worked with high-net-worth individuals and focused on tax-planning strategies. Looking to expand her knowledge, she then moved to Denver to work for Personal Capital, learning important aspects of behavioral finance and how to expertly tie technology into the financial planning equation.
Outside of Moneta, Megan enjoys a variety of outdoor activities, including skiing, hiking, traveling and spending time with her Golden retriever. You will often find her involved in numerous mentoring opportunities.
- CERTIFIED FINANCIAL PLANNER™