Megan O'Hara
Senior Relationship Manager
Megan is a Senior Relationship Manager who joined our team in 2014, after graduating cum laude from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration degree. In addition to her Relationship Manager role, Megan was responsible for several firm-wide projects, and she was honored to be our 2017 “North Star.”
Outside of work, Megan enjoys buying books at twice the rate she can read them. She loves playing board games and is known to be a gracious winner but sore loser (her husband Jon jokingly calls her “the board flipper”). Whenever she can, she relishes assembling complicated toys for her son, Ronan.
OUR RECENT BLOG POSTS
Brett S. Miller, CPA, CFP®
Jun 27, 2022 4:17:25 PM
< 1
min read
Which Accounts Should Younger Retirees Tap First? Not IRAs!
Many retirees pull money from the wrong accounts and in the wrong sequence to generate income. To maximize your savings, ...
Start Reading
John Darby, CFA
May 27, 2022 10:00:00 AM
4
min read
Bonds Performed Poorly in 2022, but Conservative Investors Should Stay the Course
Most investors view bonds as the safe part of their portfolio, but that hasn't been the case so far this year. In fact, the ...
Start Reading
Jason Cross, J.D., CFP®, CTFA
Apr 26, 2022 2:58:29 PM
5
min read
Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves
After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year for many medical professionals. I’ve ...
Start Reading