Megan M. Harris
CFP®, CRPC®, MBA
Manager of Financial Planning
I am passionate about financial planning and think it is the most important thing one can go through to increase their confidence of living the life they want, today and beyond.
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Education &
Affiliations &
Megan has been involved in the financial services industry since 2016. Prior to joining Savant, she was a financial planning manager at the Seattle branch of a nationwide wealth advisory firm.
Megan earned a bachelor of arts degree from the University of Minnesota-Minneapolis and a master of business administration degree from Roosevelt University-Chicago. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM (CRPC®).
Megan volunteers with WayForward Resources, a local food pantry. She is married with two young sons and two dogs. They are all very active in indoor and outdoor sports. Megan is a downhill ski race coach for Cascade Race Team and the Middleton High School boys’ team. She loves being a coach and a mentor for her children, athletes, and work team.
Education &
Designations
- University of Minnesota-Minneapolis
Bachelor of Arts - Roosevelt University-Chicago
MBA - CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Retirement Planning CounselorSM (CRPC®)
Affiliations &
Community Service
- WayForward Resources – volunteer
- Cascade Race Team – downhill ski race coach
- Middleton High School – downhill ski race coach
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.