Megan Evans
Email Megan
Megan began working in the firm with her father, Larry, while attending the University of Toledo. While working with clients and running the office operations, she realized she wanted to continue in her father's footsteps. In late 2000 and into 2001 she completed licensing and training, beginning her professional endeavor. Since the early days of building her business, she has developed autonomy and syncronization with Larry to best serve her clients and the needs of the clients of the firm as a whole.
As an Investment Advisor Representative (IAR) with Eagle Strategies, LLC., Megan works closely with her clients' other advisors to insure estate planning and tax planning are up to date and are consistent with the client's overall goals and objectives. Megan's commitment to her clients is not limited by their financial needs, but is bolstered by her wish to understand each vital area of the client's life that influences their decisions. Focusing on comprehensive planning, insuring that the family is prepared for anything that may impact their financial security. By incorporating all areas of a client's life, including familial relationships, important charities, legacy hopes, Megan is able to better aid her client's financial decisions and desires.
Megan's commitment to her community includes serving as a board member of the Fellowship of Christian Athletes, integral in the formation of local non-profit organization RestoreActs, and is instrumental in serving the underpriviledged and overlooked people in the community. Together with her husband and four children, they enjoy serving the people of the community and supporting each other in academic, arts, and sporting events.