Associate Wealth Advisor
Megan is the newest member of the Towerpoint Wealth family, joining the firm in December of 2022. She brings with her over a decade of experience in individual tax compliance and consulting, as well as a deep background in tax financial planning, personal investing, and real estate.
After earning her BA in Economics from UCLA, Megan began her career at PricewaterhouseCoopers (PwC) in their individual tax group, primarily consulting and working with employees of Fortune 500 companies. She then migrated from Los Angeles to Northern California, gathering experience and guiding Northern California business owners, technology entrepreneurs, and venture capitalists at accounting firm BFBA LLP in Sacramento, and Apercen Partners in San Jose.
In continuing to build and apply her experience and expertise, Megan is excited to leverage and apply her deep knowledge and economic proficiency to help Towerpoint Wealth clients properly coordinate all of their financial affairs in a broad, holistic, and comprehensive capacity. Always desiring to work for a boutique and fully independent wealth management firm, she is excited to use her wisdom and skills to help guide TPW clients towards achieving their personal and economic goals, acting as a legal fiduciary and always putting their best interests first.
Megan gets excited about travel, the outdoors, cooking, and sampling all the great spots to eat and drink in the Sacramento area. She met her husband, Nicholas, when they were 20, and the couple has been together for 15 years and married for 6. They love to travel, hike, and backpack together, and most recently visited the Philippines. They also have one “dog-child,” a Doberman-mix named Dobby, who is about as spoiled a dog can be!