Registered Operations Professional
Megan started her career in the financial industry in 2017, working in Operations in the back office of a Broker/Dealer and RIA. Megan enjoyed working with advisors and assisting them in any way she could. Megan feels that working in the back office was a perfect way for her to begin learning about the inner workings of the industry. After a year, she passed the FINRA Series 99 exam to become a Registered Operations Professional. In April of 2019, Kim Doleman offered Megan an opportunity to come and work at Doleman Wealth Management, Megan has since moved to Colorado, and loves it. One day she hopes to transition to financial advising, and she wouldn’t want to learn from anyone else. Megan loves being a part of the Doleman Wealth team and working with our clients!
Megan was born and raised in a small town in Idaho. Megan loved growing up in Idaho as she has a real appreciation for the outdoors. Her hometown was close to the desert, mountains, lakes, rivers, and canyons. Some of her favorite memories are camping and fishing with her family. She loves to travel, and also adores animals of every kind. Megan is looking forward to exploring more of Colorado and everything it has to offer.