Maegan understands the importance of financial health and the role it plays in both our present and future happiness. She hopes to alleviate the stress of investing and financial planning for her clients, giving them more time to focus on their families, friends, and the things that bring them joy. She works primarily with firefighters and their families but is always open to providing guidance to anyone who is seeking a balanced and goal oriented financial plan.
Trusting someone with your financial health can be challenging, but Maegan’s goal is to offer a lifelong relationship of honesty, support, and guidance throughout her client’s financial journey. Afterall, financial health includes more than just wealth accumulation. It means balancing income, savings, retirement, and expenses. Maegan truly enjoys helping people understand this balance. She hopes to instill confidence in each individual client’s financial plan, building a portfolio with their values, goals, and abilities in mind.
Maegan is a Financial Advisor Representative. She holds her Series 65 registration. She has a Bachelor’s degree in Finance from Regis University in Denver.
She is a Firefighter Paramedic with Peoria Fire and Medical Department. She has been in the fire service for 10 years, and it continues to reveal to her the value of family, hard work, compassion, and integrity. Maegan’s husband, Dan, works for Prescott Fire Department, and together they have two boys who absolutely love being outdoors and playing sports. They are huge baseball fans…GO DIAMONDBACKS!