BNI Breakfast Professionals

The Greenbriar Group is a team of professionals focused on a simple mission;
unlike some financial professionals, we start with your life and then build a plan for your money.
 
Our private wealth clients often face more complex problems than simple asset allocation or retirement plans.  Common issues we address include risk management, philanthropic goals, and estate plans that seek to pass down not only wealth, but the lessons that created it.  Our firm’s network of experts stands ready to provide our clients with custom, holistic solutions.
 
Our corporate client principals often come to us concerned about fiduciary liability, buy-sell agreements, financing expansion, or providing liquidity without losing control of what they have created.  Our network of corporate professionals seeks to provide innovative and cost-effective solutions to businesses and their leadership teams.
 
While the needs our clients face are often complex, the value we propose to our clients is simple:
 
We combine decades of experience with an institutional-caliber process,
all in a manner our clients feel is easy to understand.  
This process is delivered with a focus on the client’s experience and satisfaction.

An associate of the group, Megan also holds the Financial Planning Associate designation.  While completing her B.A. in Communications at University of Maryland, Megan served on four NCAA Championship teams in lacrosse and field hockey.  Before beginning her career at Smith Barney, Megan worked in institutional equity research at a major investment bank.  Her work ethic and discipline have earned her continued success as a Financial Advisor.  Megan continues her athletic pursuits as an avid golfer, and resides in Maryland with her husband Christian.