Q: What was your path into financial planning?
A: I started in banking and spent 8 years learning the ins and outs of finance, client service, and operations. It gave me a rock-solid foundation. In 2019, I made the leap into financial planning and joined Rachel Bonner (Wealth Management Advisor) at The Savvy Wealth Planners under FFEC Wealth Partners—and I haven’t looked back since! It’s been such a fulfilling ride.
Q: What’s your role within the team?
A: I’m the one who makes sure every little detail is handled with care. I’m registered and manage everything from compliance to onboarding to making sure our clients’ plans are executed seamlessly. People often say, “Everyone needs a Megan,” and honestly? That makes my heart smile. I take that as the highest compliment!
Q: How do you and Rachel complement each other?
A: Rachel is the visionary—she brings the big ideas and bold energy. I’m the structure and strategy gal. Together, we’re like peanut butter and jelly: different flavors, but better together. We balance each other out beautifully and always make space for fun and laughter. Our clients get the best of both worlds-creativity and precision, with a whole lot of heart.
Q: What do clients appreciate most about working with you?
A: I think it’s the confidence they feel, knowing I’ve got their back and that nothing is slipping through the cracks. I’m all about making things run smoothly behind the scenes so they can focus on their goals—and maybe even enjoy the process a little more. I bring the spreadsheets and the smiles!
Q: What are you passionate about outside of work?
A: I lead the Embrace Grace Ministry here in Billings, MT. It’s a non-profit that supports single women facing unexpected pregnancies with spiritual, emotional, and practical care. I love walking alongside these brave women and helping them see their strength and worth. It’s one of the most meaningful parts of my life.
Q: What do you enjoy doing in your free time?
A: I’m a big fan of travel, golf, and the outdoors - give me a sunny fairway or a new place to explore, and I’m in my happy place. Most of all, I love spending time with my family and close friends, they fill my life with so much laughter and joy. Life’s too short not to have fun along the way!
Q: What drives your work in financial planning?
A: I’m passionate about helping people feel secure and confident in their financial future. Whether it’s building wealth, planning for retirement, or navigating life’s curveballs, I’m here to walk with them every step of the way—with excellence and a splash of sunshine.
Registered Representative offering Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA SIPC, a broker dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Office phone (406) 294-2808. Office address 550 N 31st Street, Ste 530 Billings, MT 59101
Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.