Megan Williams
Planning Team Assistant

Megan brings a unique blend of creativity, strategy, and client-focused service. She holds a Bachelor of Science in Marketing and Professional Sales from Missouri State University, as well as an Associate Degree in Film from the Los Angeles Film School.

With experience in both sales and creative industries, Megan discovered her passion for helping clients achieve their goals and gain confidence in their financial future. She brings a thoughtful, relationship-driven approach to every interaction and is motivated by seeing the impact of long-term planning in our clients’ lives.

Education

• Missouri State University, B.S., Marketing and Professional Sales
• Los Angeles Film School – A.A., Film