Megan has worked in the financial service industry for over 20 years with a diverse background in retirement and wealth management as well as insurance and estate planning.
Prior to joining Principle Wealth Partners, Megan specialized in personal and commercial insurance and was a Financial Advisor at Prudential. She combines her role as a fiduciary with her passion for service excellence and education to provide unbiased advice and help clients achieve their financial goals.
Megan is active in several Shoreline Chambers and serves as Vice President on the Board of Directors for the nonprofit ACORD in Wallingford, CT. She resides in Southington, CT and has two children, Joseph and Megan.
Education & Certifications
University of Connecticut
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