Megan began her career in finance at Hammersmith and Fulham (H&F) in the UK in 2006, and before returning to the US in 2012, served as both Principle Accountant and Acting Finance Manager. At the end of her tenure at the firm, she was managing $52 million of government funding for children’s services through financial modeling and ongoing review and analysis with Service Managers and Directors for their individual budgets. Before joining AdvicePeriod, Megan worked at StrategicPoint Investment Advisors in Rhode Island as a Senior Financial Advisor. She holds the Chartered Financial Consultant® designation.
Megan’s interests include spending time with family and friends, traveling and promoting the need to build healthier communities by supporting local farms and projects in Rhode Island. Megan has traveled to every continent with the exception of Antarctica which she plans to visit with her husband Michael and their two sons, Rowan and Marcus in the future.