Megan Montgomery

Megan Montgomery

Partner | 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.  

Megan is passionate about education and hopes to use this passion to educate her clients on the problems with much of the traditional planning advice that we hear, as well as providing alternate strategies to allow her clients to enjoy more of the wealth they work so hard for, both now and in retirement.

When she isn't helping clients gain financial freedom, Megan enjoys camping, hiking, playing with her puppy, reading, cheering for the Wisconsin Badgers and Green Bay Packers, and spending time with family.  

 

Megan is a registered representative of The O.N. Equity Sales Company, and an Investment Adviser Representative of O.N. Investment Management Company.  She holds FINRA series 7 and 66 registrations along with a health and life insurance license.  

 

Phone 608-836-8880