Operations & Data Associate

Megan joined Saling Wealth Advisors as a Financial Planner in 2020 then later transitioned to Operations & Data Associate where she oversees firm operations across all areas of the company. With 10 years of experience in the financial services industry, she works closely with each member of the Saling Team to continually improve our client experience and firm efficiencies.

Megan earned a B.S.B.A. in Accounting from the University of Louisville. During college, she joined a local trust company and specialized in complex client fee relationships, data integrity, and executive management reporting.

In her free time, Megan loves to travel with her husband learning about different lifestyles and history. She is an animal lover with four fur babies and an avid plant collector. Megan also likes to crochet, video game, and relax at home with friends and family.

Education