Megan joined Badgley Phelps in 2019 as a Financial Planner. She is passionate about providing thoughtful and creative advice that helps her clients meet their goals.

“The greatest compliment I can receive is knowing I have earned the trust of my client.”

Megan began her career in financial services in 2015, working as an advisor at Moss Adams where she was responsible for investment portfolio management and financial planning. 

An East Coast native, Megan and her husband relocated home to Virginia from Seattle in 2021. In her spare time, you may find Megan, a self-proclaimed foodie, trying new restaurants and wineries, golfing or shamelessly indulging in reality television. She is an avid animal lover that you may also find at the barn, horseback riding, or with her two dogs, Bogey and Birdie.

EDUCATION

• Bachelor of Science, Finance, Virginia Tech, Blacksburg, VA

CERTIFICATIONS

• CERTIFIED FINANCIAL PLANNER™ practitioner
• CERTIFIED DIVORCE FINANCIAL ANALYST professional

INVOLVEMENTS

• Member, Financial Planning Association, Central Virginia Chapter