Megan Wilsey CFP®, CPA
Megan Wilsey is a Financial Planner with The Wealth Consulting Group’s Advisor Resource Center (ARC), specializing in holistic financial planning services for our clients. Before joining WCG, Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry.
Megan feels grateful to be able to carry out her personal mission, which is to help the firm enhance peoples’ lives by arming them with the financial tools and knowledge to pursue their version of success. Megan believes in the importance of creating a financial plan as a foundation for making sound decisions and providing confidence.
In her spare time, Megan loves going on adventures with her dog, cooking, lifting heavy weights, and trying new things! Megan holds a Bachelor of Science in Business Administration from Northeastern University and is a CFP®.
Megan Wilsey is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.