Home » About Us » Your Team » MEGAN GEHRMAN
PRESIDENT, CERTIFIED FINANCIAL PLANNER™
MEGAN
GEHRMAN
Email: meg@sterlingretirement.com
Phone: 763.762.3405
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PROFESSIONAL
When you face a life transition, you want someone who is there to listen to your concerns and respond with knowledge and care. That’s Megan Gehrman. As a Certified Financial Planner™ (CFP®), Megan builds long-term relationships with clients while providing thoughtful financial advice. Clients appreciate the genuine effort she makes to connect with them. Happy birthday phone calls. Anniversary gifts. Megan treats her clients like family.
Megan started in the financial planning world in 2006 and became a CFP® in 2010. She spent the first four years of her career at Ameriprise before choosing the independent track.
As a CFP®, Megan is a member of the Financial Planning Association (FPA). She has also served on the Family Advisory Council and Legacy Advisor group for Children’s Hospitals and Clinics of Minnesota. Children’s is an organization that is near to Megan’s heart, and she shares personal experience and business leadership as a way to support and sustain it.
Certifications
Certified Financial Planner™
Education
University of St. Thomas
IN THE NEXT
TEN YEARS...
“It’s such a long way off, it’s hard to visualize. My focus now is to spend time with my family and work hard. I don’t want to miss out on creating memories, but I know that big picture goals require work. (Plus, I love what I do!) I do have a goal of staying connected to my family. To me, family is everything.”
PERSONAL
Megan grew up an only child in Eden Prairie, Minn., playing hockey and learning the importance of teamwork and calculating risk. As a wife and mother of two, Megan continues to demonstrate these qualities at home and at the office. She credits her interest in finance to her parents, who are a very big part of her life.
The next time you’re at Sterling Retirement Resources, ask about the office supply of eggs and honey. Many are surprised to learn that Megan and her family have a farm – or zoo; depending on the day – complete with six dogs (Loki, Stormi, Lexi, Skye, Bandit and Chimi), one cat (Baguette), a few sheep, chickens and bees. And we can’t forget the guinea pigs and chinchillas that her daughter Ava has in her own mini zoo!
While tending to her animals and family, Megan enjoys exercise, traveling and adventures, photography and volunteering. She has a real knack for rescue animals. She and her husband also run a non-profit organization, MINNSARDA (Minnesota Search and Rescue Dog Association) where they work both Stormi and Loki in helping law enforcement to find missing/lost children or vulnerable adults.
