Megan Kowalski

Megan Kowalski

Wealth Advisor
    

Megan Kowalski: As a wealth advisor, Megan provides not only investment advice, but she takes the time to understand her client’s overall needs and goals. She develops deep connections with families and walks them through all phases of life. Megan is an advocate for family inclusivity; she believes that transparency leads to better financial planning and decision making. She helps educate her clients along the way. Her blog Wealth-e is about building a wealth of knowledge to better understand your investments

Megan’s professional evolution began after graduating magna cum laude in 2014 from DePaul University with a bachelor's degree in finance. She joined the team full time and has made significant contributions to the growth and development of the team. Megan is currently enrolled in the Notre Dame Executive MBA program. She holds the FINRA Series 7 and 66 licenses and the IL Life & Health Insurance Product License.

In her spare time, Megan enjoys spending time with her family and cheering on Notre Dame with her husband.

Contact

The Lerner Group