MEGAN FINNERTY
Paraplanner
Megan joined Axio in October 2023. Her mission is to help clients navigate their financial paths with confidence so they can focus on enjoying life’s most meaningful moments.
Megan approaches her role with a unique blend of flexibility, open-mindedness, and determination, thriving in Axio’s collaborative and growth-focused culture. For Megan, being part of a team that is constantly learning and striving to improve is just as rewarding as making a positive impact on the lives of clients.
Outside of work, Megan adores spending time with her cat, Coco, whose playful personality adds extra joy to her days.
Discover how our tailored collaboration can elevate your financial future—contact us today.
FAMILY
Megan was raised in Carson City, Nevada, alongside two sisters—one older and one younger.
Megan loves spending time outdoors with friends and family, noticing and appreciating the beauty of nature. Whether relaxing on the shores of Lake Tahoe, sharing laughs over dinner, or taking long walks, she cherishes every opportunity to be with the people she loves.
EDUCATION
Megan graduated from Utah Valley University as a first-generation college student, earning a degree in Personal Financial Planning. She is involved in the Women’s Leadership Academy at UVU, Women of UVU, 100 Women in Finance, and the FinServ Foundation.
She is passionate about empowering clients through financial education and personalized guidance.
Her academic experience reflects a commitment to helping individuals and families make informed financial decisions, pursue meaningful goals, and build a strong foundation for their future.
DID YOU KNOW?
Megan’s keen musical ear has always been a unique part of her personality.
Whether it’s recognizing melodies or appreciating the nuances of a good song, her love for music has been a fun and creative outlet throughout her life.
