Megan Frahm, AWMA^®

As a Wealth Advisor at Streamlined Wealth Planning, I've been working in the financial services industry for 14 years. My journey began in banking, then I transitioned to Waddell and Reed, where I spent nine enriching years. For the past three years, I've been with LPL, helping clients navigate their financial paths. In 2015, I earned the Accredited Wealth Management Advisor® (AWMA®) designation, further enhancing my ability to provide comprehensive wealth management advice to my clients. Prior to beginning my career, I attended the University of South Dakota.

What motivates me most in my role is the interaction with clients and the satisfaction of seeing them hit their life goals. For me, it's not just about the rate of return on investments. It's about understanding what their money does for them, whether it's allowing them to take a special vacation, purchase a dream home, or adopt a non-traditional retirement approach that lets them experience life on their terms. A large part of this involves ensuring that clients fully comprehend the implications of their financial actions.

I firmly believe that money is a necessity of life and holds importance for everyone. Yet, many people shy away from learning more about financial management for various reasons. That's why I make it a priority to meet clients where they are at and educate them throughout the financial planning process.

Away from work, I'm a Nebraska native currently living in Fort Collins, Colorado with my husband, Mike, our daughter, Amelia, and our son, Max. Outside of work, my life is largely guided by my kids. I love being involved in their school and activities, and I'm passionate about contributing to my community on many levels. I'm very family-and-friends-oriented and enjoy indulging in artistic, crafty activities in my spare time.