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
Matthew Broom
Jan 14, 2022 11:32:17 AM
9
min read
Propel Your Wealth: What Got You Here, Can Get You There
You spent at least two decades (maybe even three) investing in your intellectual assets. You prioritized your life, planned the ...
Start Reading
Nathaniel Maiwald
Dec 23, 2021 2:59:53 PM
< 1
min read
2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves
Don’t neglect your financial plans this holiday season. The end of the year is fast approaching so here are 5 tips to help you ...
Start Reading
Christopher "Bud" Boland, CFP®
Dec 22, 2021 12:30:00 PM
< 1
min read
Check these things off your end-of-year finance to-do list
This holiday season don’t forget to also save for the future! Watch now to add these items to your financial to-do list and ...
Start Reading