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Megan Spain, CFP®

Megan Spain, CFP®

Estate and Succession Planning Strategy Specialist

Since Megan was a little girl her dream was to have a ranch one day. Horses and a love for the outdoors are in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational farming operations address their concerns over growing their operations, retirement planning, and succession and estate planning strategies. Through comprehensive planning, she focuses on her clients’ needs to provide a unique plan that meets their specific goals and objectives. Her goal is to establish long lasting relationships with her clients and their families to ensure a sense of security for their future and the future of their family and operation.

Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. Megan has been doing planning for business owners for the past 10 years. In 2016, she obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from The American College. Megan is Series 7, 66, and insurance licensed in multiple states across the country.

In addition to her work with agribusiness owners, Megan serves on the Junior Board of Visitor’s for the UAB School of Nursing and supports several non-profit organizations such as Special Equestrians, National MS Society, the Community Foundation of Greater Birmingham, and the YWCA.

Megan is married and currently resides in Pelham, AL with her husband and two dogs. When she is not at home or working, you can find her at the farm or running at a barrel race.