Megan Mitchell, CFP®

Wealth Advisor

Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner, serving as a Wealth Advisor.  Megan grew up in Minden, Nevada and attended Lees-McRae College in North Carolina on an academic and volleyball scholarship. She earned a degree in Business Administration with concentrations in Finance and Marketing, with a minor in Psychology. Megan started her career in banking as an Agricultural Credit Analyst at Heritage Oaks Bank then joined our firm in August of 2015.  She currently lives in Atascadero, enjoys hiking, painting, and spending free time with family.

Lees-McRae College – Summa Cum Laude

2015 Award of Excellence, Heritage Oaks Bank

2013 Fred I. Dickerson Award – Top Female Athlete

2013 Overall Top Business Student

2011 Capital One Academic All-American Team

BS, Business Administration, Minor in Psychology, Lees-McRae College

Current Community & Professional Service

Community Foundation San Luis Obispo – Women’s Legacy Fund Advisory Committee Member

Hiking, Painting, Volleyball