Megan joined BBR Partners in 2012 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working with families to help them identify and define their overall financial goals and objectives, while integrating other aspects of their financial lives such as Trust & Estate planning and Philanthropic planning into a cohesive wealth management plan. Megan holds a BA from Vanderbilt University with a concentration in Economics and Political Science and a minor in Financial Economics and Corporate Strategy. When not in the office, Megan enjoys yoga, skiing, and traveling.