Through a planning-based approach to investment management, Megan helps her clients focus on what's most important to them and helps make their vision a reality.
Megan earned her Bachelor’s degree in Financial Planning from Purdue University, her MBA in Finance from Butler University, and is a CERTIFIED FINANCIAL PLANNER™ professional. She has more than 20 years of experience working with individual and family trust accounts. Prior to joining Stock Yards Bank & Trust, Megan worked for one of the largest regional banks in the country.
Megan is an active participant in the community and served on the Board of Directors for Legacy House, a service center for victims of violent crimes. She is currently a member of the Financial Planning Association of Greater Indiana and a 2013 Graduate of United Way Executive Women’s Leadership Series.
A native of Cincinnati, Ohio, Megan currently resides in Carmel, Indiana, with her husband and son. Outside of the office, she enjoys spending time with her family and friends. She also takes every opportunity she can to travel, enjoying the experience of new places and meeting new people.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.