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 is Savant’s manager of financial planning and works in our Middleton, WI office.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Megan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
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 volunteers with WayForward Resources, a local food pantry. She earned a bachelor of arts degree from the University of Minnesota-Minneapolis and a master of business administration (MBA) degree from Roosevelt University-Chicago.
Megan 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
Master of Business Administration (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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.