Megan Heilbrun

Megan joined our team as a Bookkeeper in October 2022. She is currently attending school online and will soon graduate with her bachelor’s degree in business administration after which she will continue to get her bachelor’s in accounting with the goal of studying to become a CPA. Her previous experience as a retail manager has provided her with knowledge of financial documents and bookkeeping experience. She has been a quick learner, a helpful member of the team and enjoys learning more about the best way to help her clients reach their financial goals.

Megan is originally from Nebraska but has loved being surrounded by the mountains and moved herself, her child and dog to Utah in 2019. After moving she met her husband and they have been happily building their life together for the last few years pushing each other to reach new heights in each other’s careers. She enjoys being outdoors in the mountains, cooling off at the lake or anywhere she can spend time with nature and family. Her favorite moment in time is watching her daughter learn how to scale a boulder and enjoy the outdoors too.