As a Merrill Financial Advisor, it is Meggan's goal to be the very best in her field by assisting affluent families, individuals and successful business owners in the development of long-term financial strategies by helping clients with their personal and business finances. She then helps clients organize and set those strategies into action, providing services and identifying opportunities that could influence a client's financial success and security. Meggan stresses a disciplined, long-term approach to investing based upon each client's specific financial needs and risk tolerance. Every client is different, therefore the amount of time and/or frequency needed to provide detailed financial and investment advice and guidance may vary. Meggan's commitment to every client is unwavering. Using proprietary analysis, historical data and resources of Merrill Lynch Wealth Management, Meggan creates customized investment strategies that are designed to help meet clients expectations and long-term goals. Her goal is to help limit downside risk and reduce the kind of volatility that can sometimes make investing an anxious experience. Meggan works closely with clients other family advisors including attorneys and accountants focusing on the clients total wealth management needs. Meggan is Boulder native and graduate of The University of Colorado. Meggan joined Merrill in 2007. She and her husband Jake have two children and a dog. Meggan is an avid in her fitness, enjoys spending time with friends and volunteering.