Meghan Green
Financial Advisor
Meghan Green, MBA, brings over a decade of experience in the financial services industry. She specializes in retirement planning and distribution, estate planning, portfolio review, wealth management, insurance, and investment advising. Meghan offers clients thoughtful, personalized strategies to help them achieve long-term financial success.
Green earned her Bachelor of Arts in Psychology from Bemidji State University and her MBA from St. Catherine’s University, equipping her with both the analytical and interpersonal skills essential for guiding clients toward financial independence. Her professional credentials include Series 7, 63, and 65 registrations, underscoring her commitment to comprehensive financial advising.
A native Northern Minnesotan, Meghan brings a deep love and respect for the vibrant, close-knit culture of her community. Passionate about community wellness and growth— especially in rural areas— she strives to empower individuals through financial education, helping them achieve well-rounded success and long-term stability. Her approach is rooted in trust, transparency, and a deep understanding of each client’s unique goals.
Outside of work, she enjoys spending time with family, friends, and her dogs. She finds the most joy in activities that bring people together and celebrate life’s simple pleasures.