Get To Know Megan
Q. What activity or person from your youth influenced you most and provided you with life wisdom?
A. My mom has definitely been the biggest influence on my life. As a working mom myself, she showed me what hard work, dedication, professionalism, and being a leader looked like. She has always shown me how important caring for people is in any role.
Q. How would your colleagues describe you and what you bring to the team and to clients?
A. I believe my colleagues and clients would describe me as someone who is process-oriented and seeks to achieve efficiencies by leveraging lessons learned from my previous experiences with Badger.
Q. What would you say is the biggest opportunity for your clients today to achieve financial wellness?
A. I think having clarity about their current financial situation and visibility into their KPIs compared to industry standards drives exciting insight, actionable items, and goals with our clients.
Q. Which of the company’s core values resonates with you most?
A. “People first” resonates with me the most, as I believe that makes Badger stand out. Our firm truly values our people and their families, and that’s why it is a wonderful place to work and achieve work-life balance.