Megan is an independent financial advisor and partner with Dalton Wealth Management in West Chester, Ohio. She has been with the firm since 2010. She works closely alongside her father, who started the firm in 1983.
As a CERTIFIED FINANCIAL PLANNING Professional, or CFP®, Megan works with individuals and families to help them work toward achieving many diverse short and long-term financial goals. She can help simplify complex subjects such as investment, estate, tax, and insurance planning. Megan also works hard to stay current on the difficult issues facing her clients in the areas of retirement planning, Social Security, and health-related issues (Medicare/Medicaid).
Another professional designation Megan holds is as a Certified Fund Specialist or CFS®. This is the oldest designation in the mutual fund industry. It certifies an individual’s expertise in selecting professionally managed investments and knowledge of the mutual fund industry.
Megan is the past President of the Board of Directors of the Financial Planning Association of Southwestern Ohio. As an active member, she works hard to promote the local financial planning industry through peer networking and consumer awareness activities, and stays informed about legislative and regulatory issues.
Megan graduated cum laude from Northern Arizona University in Flagstaff. She was President of the Mortar Board National Honour Society and a member of the Golden Key International Honour Society. After her postgraduate studies in San Diego, Megan moved back to Ohio to be closer to her family and completed her Certified Financial Planner certification at Xavier University.
In her spare time, Megan and her husband Brian enjoy ballroom dancing, going to the theater and comedy shows, participating in animal encounters at the Cincinnati Zoo, doing art projects together, and spoiling their mini-goldendoodle, Macy.