This month, we're honoring Megan Olson, who has been an integral part of FPA MN since 2011, starting as a student member. Megan attributes her decision to pursue a CFP® career to an informational session at the University of Minnesota Duluth focused on financial planning.
"I went to the school session for free pizza; but ended up with so much more. I learned about the possibility of a career in personal financial planning, where an interest in personal finance could be combined with my passion for assisting others. The prospect of supporting families with their life decisions and events brings immense fulfillment."
Currently working as a wealth manager for Accredited Investors Wealth Management®, Megan also serves as their internal social security resource. Her involvement with FPA MN has been extensive, including serving on the executive committee from 2018 to 2020 and acting as its president in 2019. Additionally, she has dedicated over a decade to the Career Development Committee and actively volunteers at the annual Career Day.
Megan's journey with FPA MN began when she attended Symposium (now the ASCEND Conference) on a student scholarship.
"The number of amazing people at the conference who were willing to help me find my path in the profession was inspiring. I was hooked."
The encouragement left a lasting impact on Megan, leading her to become deeply engaged with FPA MN. She values the opportunity to stay connected with the influential people she has met along the way, as well as to meet new members and contribute back to the community.
We extend our gratitude to Megan for her dedication to our chapter and the local financial planning community. Her commitment has enriched the lives of many.
Learn more about the Career Development Committee here.