Senior Events Specialist

Megan's Bio

Since joining the team in 2022, Megan has built solid relationships with clients by planning and executing all Strategic Wealth Designers’ events. She thrives on connecting with people on a personal level and knowing she’s helping make a difference in the lives of others, making it as easy as possible for them to connect with a financial advisor.

Before joining Strategic Wealth Designers, Megan honed her marketing skills at Whatcom Educational Credit Union as an intern and at Western Washington University Alumni Association in their Membership & Marketing department. During this time, she developed her expertise in event planning and marketing, a skill set she now puts to good use in her current role.

Megan holds a bachelor’s degree in business administration with a focus on marketing from Western Washington University and a minor in sociology. This academic background gave her a solid foundation in marketing principles and a deep understanding of societal factors that affect consumer behavior.

Her passion for helping others first inspired Megan to join the industry. She believes that knowledge is power, especially when it comes to something as important as retirement planning.

When Megan isn’t working, you can find her enjoying the great outdoors. Whether hiking, running, biking or kayaking, she loves any activity that gets her out in the Pacific Northwest. She also cherishes spending time with her friends and visiting her family in California.