Megan Montgomery
Owner | Advisor
Megan graduated from the University of Wisconsin - Madison with Bachelors degrees in Economics and Spanish. While in school, Megan interned with Wealth and Wisdom of Wisconsin and took her licensing exams. Upon graduating, Megan began working full time with Wealth and Wisdom in an advisory capacity. At the start of 2025, Megan took over leadership of the firm so that Doni could move towards retirement.
Megan is passionate about education and uses this passion to educate her clients on problems that can be associated with traditional planning advice that we hear, as well as providing alternate strategies to help her clients enjoy more of the wealth they work so hard for, both now and in retirement.
When she isn't at the office, Megan is spending time with her husband and son. Her family loves to travel, camp, and spend time around Madison. They are religious attendees of Concerts on the Square, and you can always find her just about as close to the orchestra as possible.
Megan is a registered representative of The O.N. Equity Sales Company and an Investment Advisor Representative of O.N. Investment Management Company. She holds FINRA series 7 and 66 registrations along with a health and life insurance license.