Megan joined the Heritage Team in 2022 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration.
Megan earned her bachelor’s degree in Family and Community Service from Oklahoma Baptist University. In addition, she holds the Certified Estate Planning (CEP) designation from the National Institute of Certified Estate Planners. Megan has a background in non-profit work, serving at WatersEdge Advisors for four years prior to joining the Heritage team.
She is a member of People’s Church- OKC Campus, and when she’s not busy assisting her clients, Megan enjoys frequenting antique shops, volunteering at the Civic Center and spending time on her front porch with a good book and a strong cup of coffee.