Meagan is dedicated to getting to know clients and their personal goals and values, as well as building a financial plan that fuels their life. She believes financial planning creates opportunities and a sense of calm throughout the many twists and turns of life. Meagan is honored to act as an advocate, empowering clients to make aligned decisions amid complex challenges.
She joined Buckingham in 2022 with over 10 years of experience in the financial services industry. Previously, she worked for a multifamily office, managing the coordination of services for ultra-high-net-worth client relationships to include trust administration, cash management, investment advisory services, multigenerational estate and tax planning and philanthropic services.
Meagan is a graduate of Illinois State University with a Bachelor of Science in Public Relations.
Current role