Megan Woods, FPQP®

Megan Woods, FPQP®

Client Service and Para Planner

  • FPQP®, Financial Paraplanner Qualified ProfessionalSM , Through The College for Financial Planning, Denver, Colorado

Megan is dedicated to ensuring that our clients receive the highest level of service possible. She strives to understand our clients' needs and to help u s deliver personalized wealth management strategies that align with their goals. Megan is a critical part of our team, providing invaluable support in areas such a s client service, account maintenance, and para -planning. Her strong attentionto detail, exceptional communication skills, and dedication to our clients make her a valued member of the Elevated family. She has a warm caring personality that our clients appreciate and look forward to.

Outside the Office:

She finds immense joy in hiking alongside her husband and cherishing moments with her family and friends. She relishes the delights of quality coffee, cooking scrumptious meals, and savoring delicious food.  She loves being of service and serves with enthusiasm when volunteering at the Payson Christian Clinic and her church.