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 2011. She spent the first four years of her career at Ameriprise before choosing the independent track.
She and Steve enjoy educating the community on comprehensive, holistic financial planning and have standing educational seminars for AAA Minneapolis and Target.
As a CFP®, Megan is a member of the Financial Planning Association (FPA). She also serves on the Family Advisory Council and Legacy Advisor group for Children’s Hospitals and Clinics of Minnesota. As an organization that is near to Megan’s heart, she shares personal experience and business leadership as a way to support and sustain Children’s.
Certified Financial Planner™
University of St. Thomas
IN THE NEXT
“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.”
Megan Gehrman 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 still 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 Meg and her family have a farm – or zoo; depending on the day – complete with six dogs (Axel, Loki, Stormi, Bandit, Peanut and Chimi), one cat (Baguette), four llamas, seven sheep, eight goats, plus chickens and bees.
In addition to tending to her animals and family, Megan enjoys exercise, photography and volunteering. She has a real knack for rescuing animals too, but is pretty maxed out at this point! She and her husband are also members of MINNSARDA (Minnesota Search and Rescue Dog Association) where they work both Stormi and Loki in helping to find missing children or vulnerable adults.