Meet the Team

At Our Firm, We Have The Client—And Only The Client—In Mind.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

A Partner On Your Life Journey

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Megan McMillan, CRPC®

PRESIDENT, FINANCIAL ADVISOR

I began my career in the Financial Services industry in 2006 after graduating from Franciscan University with a Bachelor of Science Degree in Business Administration, Concentration in Finance. Throughout my career, I’ve worked with a variety of clients to help them define and work towards achieving their financial goals. I’m enthusiastic about helping my clients during all phases of life whether it be a job change, retirement, inheritance, education planning, estate planning or major purchases. Whatever curveball life throws, I find joy in walking alongside my clients to navigate through them.

When not at work, I enjoy spending time with my husband Ben, our family, and friends, as well as volunteer opportunities with my church.

Jennifer Schultz

FINANCIAL SERVICES ASSOCIATE

Jennifer Schultz brings to our team 13 years of experience as the Executive Assistant and Director of Digital Content with an Investment Counseling firm located in Atlanta, GA. As Executive Assistant to the President and Executive Vice President, she understands the importance of being able to juggle many tasks while maintaining efficiency and accuracy. With experience ranging from Accounts Payable to creating presentation materials for existing and potential clients as well as updating the company’s website.

Jennifer enjoys establishing wonderful relationships with our clients so that she can be of assistance to each of them from inception to completion of account setup as well as being their go-to person for any questions that may arise at any time.

Jennifer is married with 2 children and, when not working, she enjoys painting, instructing yoga and spending time outdoors.

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