Megan joined HB Wealth in January 2025 after working with WMS Partners since October 2023. As an Advisory Associate, she supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, tax coordination, and special projects as needed. She also collaborates with portfolio managers on the investment management of client portfolios, including public and private investments.
Prior to joining HB Wealth, Megan held internships in alternative data research, investment research, and marketing.
Megan regularly participates in HB volunteer initiatives, including events with Fresh Fruits Farms and the Baltimore Hunger Project. She is also a high school football official serving Baltimore area public and independent schools.
Megan is a graduate of the University of Maryland, College Park, where she earned her Bachelor of Science degree in Finance and Economics.
Megan enjoys spending quality time with her family, friends, and cat. She leads an active lifestyle that includes hiking, boating, and traveling. She also enjoys creative hobbies such as reading, landscape photography, and astrophotography.