Meagan Moe-Niese, CFP® Investment Advisor Representative
Growing up, Meagan saw firsthand the positive impact her father’s work had on the lives of the clients he served. She likewise had a calling to help people and knew she wanted to work with her father someday. Now, as a member of Teamwork Financial Group, Meagan is committed to helping raise financial literacy across the board so more people can feel confident in their financial lives.
After graduating from Texas Tech University with a degree in personal financial planning, Meagan got her start in the industry working for Vanguard. As a financial advisor, she worked with high net worth clients to help manage their investments and grow their wealth. She eventually shifted to Teamwork in 2022 to help open and run the firm’s newest office out of Austin, Texas.
Meagan holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planner Association. She specializes in investment management and helping clients ensure they have a proper estate plan in place.
Away from the office, Meagan loves spending time with her husband, Spencer, their three dogs — Duncan, Gunner and Scottie — and their cat, Timmy. She also enjoys keeping up with Bravo shows, golfing, hiking and traveling to new places as much as possible.
