
Megan Brenner
About
Megan began her career in financial services in 2009 working in the banking industry after graduating from College of the Ozarks where she earned a degree in Business Administration while minoring in fashion design. In 2012, she began working with John Christy in a client support role and, over the next eight years, would ascend to the Director of Operations and Client Services. In 2019, she obtained her Wealth Management Specialist™ Designation and continued her education in 2022, completing her Certified Financial Planner™ accreditation. Using the experiences of her 15-year career in all aspects of client support and service and her CFP® Designation, she transitioned in the role of a Financial Advisor in 2020.
Megan works with individuals, families and business owners as well as specializing in holistically working with suddenly single women by way of death, spousal disability, or divorce. After helping her mother, who found herself suddenly single in 2019, work through the financial, technical, and emotional challenges she was enduring, Megan's passion for this space deepened. Empowering women to identify, outline, pursue and have success in their next chapter has become her life's work. Additionally, Megan is a co-founder of Craft & Sage Wealth and was instrumental in designing the firm's infrastructure and service initiatives.
In the Fall, Megan serves as a Game Day Assistant for the NFL, working at Arrowhead Stadium on the replay crew. In her free time, she enjoys spending time with her family and friends, traveling, watching sports and attending concerts. Originally from Lake of the Ozarks, Megan currently resides in Shawnee, Kansas with her children, Harrison and Emma.
Additional Info
Languages Spoken : English
Type of Entity : LLC
Business Description : We are a comprehensive financial planning and wealth management firm. We view each client relationship as a partnership. You choose to partner with our team and we choose to partner with you; as partners, we share in the responsibility for success. The single aim of our partnership is to reach your immediate and long-term financial goals.