Megan Lundy, CIM, PFP

Wealth Advisor, Associate Portfolio Manager

Megan Lundy

Contact Via Email

Megan stands out to the team with her wise and insightful mentoring gifts, noticing the added value that each person brings to a team or project.

She identifies the best practices by aligning people and processes for maximum potential. Her trustworthy and warm nature unarms those who meet her, creating meaningful relationships for life. Productivity and efficiency shine through her natural instinct.

When Megan isn’t working hard on her work team, she is that dedicated mom, cheerleading her boys as they navigate their potential in hockey and other opportunities. She loves “ski days” with family, training for marathons and other athletic challenges, traveling and adventuring around the world.

One passion Megan is planning to pursue is to compete in a triathlon or Granfondo event.