Megan M. Lynch CFP®
As an Assistant at Steve Lynch Wealth Management, I provide support to both clients and financial advisors, ensuring seamless communication and assistance with various financial needs. I have a solid foundation rooted in discipline and leadership. I hold multiple certifications and am a proud Fiduciary. These qualifications reflect my commitment to upholding the highest standards of integrity and professionalism in my role. Outside of work, I enjoy reading, playing tennis, and being outdoors with our family dog, Bailey. I am also involved in community activities, currently serving as the treasurer for the New Mexico Games Board.
- Securities Licensed professional (Series 7 and 63)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Fiduciary since 2024
- Graduate of New Mexico Military Institute
- Graduate of Texas Tech University