Megan brings over ten years of experience advising clients on philanthropic, estate planning, and wealth transfer strategies with a specific focus on the needs of high net worth families.
Prior to joining Bordeaux Wealth Advisors, Megan held roles as a Senior Trust Advisor at Northern Trust and at U.S. Trust where she provided comprehensive fiduciary oversight, estate planning and tax guidance to high net worth individuals and families. She also spent several years specializing in Planned Giving at both Stanford University and Santa Clara University.
Megan earned a J.D. at UC Hastings College of the Law, an Ed.M. at Harvard University Graduate School of Education, and a B.A. from UC Santa Barbara. She is an active member of the California Bar Association.
Megan grew up in Menlo Park and now lives with her son and twin daughters in Moraga. In her free time, she enjoys running, hiking, day trips to the coast, and trying new restaurants in the East Bay.