Megan Kowalski: As a Wealth Advisor, Megan works with families to uncover the goals and intentions of their wealth. She incorporates all aspects of wealth management, including financial planning, estate planning, and investment advice, to help guide families through all phases of life.
Megan promotes family inclusivity; she believes that transparency leads to better financial planning and decision-making. She has a deep-rooted passion for learning and helping to educate others. Her blog, The Sharpe Investor, is about building a wealth of knowledge to understand investments better and achieve financial goals. She also developed a financial literacy roadmap to encourage learning at all ages.
Megan started with The Lerner Group in 2013 and has made significant contributions to the growth and development of the team. She received her bachelor’s degree from DePaul University and recently graduated with her Executive MBA from Notre Dame in May 2021. She holds the FINRA Series SIE, 7 and 66 licenses, and the IL Life & Health Insurance Product License.
Megan is a pizza connoisseur that enjoys building memories with her friends and family. In her spare time, she appreciates a good book and exploring new places.