Megan Kowalski

Megan Kowalski

Managing Director, Partner

As a Managing Director and Partner, Megan works with families to uncover the goals and intentions for their wealth.

Megan promotes family inclusivity; she believes transparency leads to better financial planning and decision-making. She has a deep-rooted passion for learning and promoting financial literacy. Her blog, The Sharpe Investor, covers various financial topics that act as conceptual building blocks in understanding this landscape. Additionally, she is in the process of building a financial literacy roadmap for our younger client base to learn along the way.

Megan started with The Lerner Group in 2013 and has made significant contributions to the growth and development of the team. Megan graduated magna cum laude with her BS in Finance from DePaul University and earned 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.

The Lerner Group