Overview
Megan is the office tax leader for the Glendora and Ontario offices. Megan has nearly 20 years of experience in tax planning and compliance for individuals, trusts and estates. Megan has a passion for working with the unique needs that individuals bring with their financial lives including estate planning, planned giving, special needs trusts, charitable trusts and tax compliance reporting for investments.
Education
Bachelor of science in business administration with an emphasis in accounting from California State Polytechnic University, Pomona
In the community
American Institute of Certified Public Accountants (AICPA), member
California Society of Certified Public Accountants (CalCPA), member
Estate Planning Council of Pomona Valley, board member
Actively involved with Scouting activities in our community - Girl Scouts Leader and BSA Pack Treasurer