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 Harris is manager of financial planning, based in our Middleton, Wisconsin, office, where she supports advisors and clients with comprehensive financial planning strategies. She focuses on helping individuals and families make informed decisions across every stage of life through thoughtful, goal-driven planning.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning CounselorSM (CRPC®), and Certified Estate Planner® (CEP) professional, Megan works across 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. She brings a collaborative approach to planning, aligning financial strategies with each client’s long-term goals and priorities.
Before joining Savant, Megan served as a financial planning manager at the Seattle branch of a nationwide wealth advisory firm, where she led planning teams and supported complex client needs. She values mentorship and teamwork and plays an active role in developing planning professionals within the firm.
Megan earned a bachelor’s degree from the University of Minnesota Twin Cities and a Master of Business Administration (MBA) from Roosevelt University in Chicago. She remains deeply involved in her community as a volunteer with WayForward Resources, a local food pantry, and as a downhill ski race coach for the Middleton High School boys’ team. Megan is married and has two young sons and two dogs, and her family stays busy with indoor and outdoor sports throughout the year.
Education &
Designations
- University of Minnesota Twin Cities
Bachelor of Arts - Roosevelt University
Master of Business Administration (MBA) - CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning CounselorSM (CRPC®)
Affiliations &
Community Service
- WayForward Resources – volunteer
- 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®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.