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Megan Martin is a seasoned financial expert with 20+ years of experience in strategic financial planning, financial analysis, and accounting. She has held senior roles at top firms, including Chief Strategy Officer and Managing Director, and has a strong educational background in business administration and finance. Megan has expertise in working with high net worth individuals and has a deep understanding of tax strategies and financial planning.

Experience

Education

  • University of Iowa
    Bachelor of Business Administration - BBA, Accounting
  • 2006 -
    DePaul University
    Master of Business Administration - MBA, Finance

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Industry Focus. “Financial Services”

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