Inclusion, mutual respect and pride in reaching goals together; these make up the foundation of the relationships I have with my clients.
My office aims to serve two key demographics; individual investors and business owners.
As an individual, I want to get to know you personally and to understand your hopes, dreams, goals and fears. By understanding what is most important to you, I can serve you better and always put your best interest first. We will then use Edward Jones' established process to create a roadmap to help you stay on track to reaching what is most important to you and your unique life.
As a business owner, you've worked hard to build your business, and it is important that your business works just as hard for you. No matter the size, small or big, we are here to serve you and have the support that you need. As a previous store manager and the wife of a business owner, I understand the many issues that you face. Retirement benefits are a great way to increase employee retention, save money on taxes and make a meaningful difference in your team's lives. As the advisor of your retirement plan, I will schedule education events for the team, review the plan regularly and provide a local office to serve you. We have advanced technology and thousands of support staff to support us on this journey.
On a personal note, I am married to my wonderful husband, Dylan, and we live in West Jordan with our two dogs and one cat. In our spare time, we enjoy hiking, camping, paddle boarding, documentaries, reading, cooking and spending time with loved ones.
If there is one thing to know about me, it is that I have vowed to always be the advisor who helps anyone who needs a partner they can trust. No matter your history, appearance, beliefs or experiences; I believe that everyone deserves to have a partner on their side. And if you'll allow, I promise to always be there for you.
Now you know a little about me. Call me and we'll talk a little about you.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- LGBT Finances
My Personal Interests
- Home Improvement
- Personal Fitness
- Social Responsibility
Office Address12523 South Creek Meadow Road
Riverton, UT 84065
Phone NumberMegan J Bennett at (801) 601-1110
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