Megan Lynch CFP®
I joined Steve Lynch Wealth Management in 2021 and am currently a Registered Assistant for the firm. In this role, I hope to provide valuable support to both clients and financial advisors, ensuring seamless communication and assistance with various financial needs.
As a graduate of New Mexico Military Institute, I developed a solid foundation rooted in discipline and leadership, which continues to inform my professional approach. I then furthered my education at Texas Tech University, where I graduated with a Bachelor of Science in Personal Financial Planning.
I hold multiple certifications, including being a Securities Licensed professional (Series 7 and 63), a Certified Financial Planner™ (CFP®), and a proud Fiduciary. These qualifications reflect my commitment to upholding the highest standards of integrity and professionalism in my role.
Outside of work, I enjoy reading, playing tennis, and being outdoors with our family dog, Bailey. I am also involved in community activities, currently serving as a member for the New Mexico Games Board.
