Meagan has a deep understanding of the issues women face and has a passion to educate and partner with them.
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: Meagan takes pleasure in making complex topics understandable and collaborating with, guiding and empowering families. Her clients provide her with a sense of purpose, and she finds great joy in the meaningful relationships that develop through her active engagement in their financial affairs.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Business Administration, Leeds School of Business, CU Boulder; M.S., Personal Financial Planning, College for Financial Planning® a Kaplan Company
Previous Work Highlights: Meagan was a Partner at Colorado Financial Management (CFM), prior to the firm becoming a part of Lido in 2023. Meagan was part of the investment research team, as well as the leadership team, and has served as a senior investment advisor for over a decade.
Personal Facts: Part of the Boulder Community her entire life, Megan is committed to supporting nonprofits. She’s a former board member of the Boulder Valley Women’s Health Center and is actively involved in Boulder Rotary and the Financial Planning Association. She has three children and enjoys traveling, exercising, and adventuring in the great outdoors.
