Megan is a newly licensed agent with Global View Capital. She is Gerri's daughter, and she has been a client for her whole adult life. Because of this, she has been able to see the benefits of having a financial advisor. This has made a huge difference as she began her life out of college, and then became a wife and mother to 3 boys.
She is excited to be able to help young adults and young families create holistic financial plans so that some of their stress or worries about money can be eased because they know where they stand and they know their goals for where they would like to be in the future.