Meghan joined Warrior Investment Group in 2022. With a background in teaching, editing, researching, and writing, Meghan approaches her work in the financial industry with the heart of a teacher. A natural planner, she is excellent at problem solving and following up to help goals stay on track. Meghan’s attention to detail and warm personality ensure every question is answered. She strives to communicate well and wants clients to have a strong knowledge base when it comes to planning their financial future.
Meghan is a Certified Financial Planner® practitioner. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In 2025, she earned the Accredited Behavioral Finance Professional® designation. This additional training explores the field of behavioral finance and connects the role of psychological biases and emotions with financial behaviors. Meghan holds FINRA Series 7 and 66 licenses and a life and health insurance license. She is a graduate of Brigham Young University.
Originally from Laurel, Mississippi, Meghan and her husband, Andy, are the parents of four children. Away from the office, she loves spending time with her family, playing tennis, and exploring new places.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.