Megan M. Harris

CFP®, CRPC®, MBA

Manager of Financial Planning

I am passionate about financial planning and think it is the most important thing one can go through to increase their confidence of living the life they want, today and beyond.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Megan has been involved in the financial services industry since 2016. Prior to joining Savant, she was a financial planning manager at the Seattle branch of a nationwide wealth advisory firm.

Megan earned a bachelor of arts degree from the University of Minnesota-Minneapolis and a master of business administration degree from Roosevelt University-Chicago. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM (CRPC®).

Megan volunteers with WayForward Resources, a local food pantry. She is married with two young sons and two dogs. They are all very active in indoor and outdoor sports. Megan is a downhill ski race coach for Cascade Race Team and the Middleton High School boys’ team. She loves being a coach and a mentor for her children, athletes, and work team.


Education &
Designations

  • University of Minnesota-Minneapolis
    Bachelor of Arts
  • Roosevelt University-Chicago
    MBA
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning CounselorSM (CRPC®)

Affiliations &
Community Service

  • WayForward Resources – volunteer
  • Cascade Race Team – downhill ski race coach
  • Middleton High School – downhill ski race coach

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.