Megan Breuer, CFP®, is a Financial Planner and Wealth Services Manager with twenty years of experience serving high‑net‑worth and ultra‑high‑net‑worth families. She is known for her proactive communication, strategic mindset, and commitment to delivering a seamless, high‑touch client experience.
Her background spans private banking, wealth planning, and family office support, where she has coordinated complex account needs, prepared financial planning reports, executed investment and cash‑flow transactions, and supported clients throughout the planning process. Her consultative approach and attention to detail help clients feel confident and informed.
Megan holds the CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Science from Maryville University.
Outside of the office, Megan enjoys spending time with her husband and son, whether they are embarking on a new family adventure or simply enjoying a quiet weekend at home. You can often find her working on her swing at the golf course or spending time with close friends and family. For Megan, life is best measured in shared experiences, laughter, and the steady pursuit of a great day outdoors.
