Megan Sperry

Megan Sperry

Wealth Advisor

I joined Wealth Analytics in 2018 in client services and was quickly pulled into all aspects of financial planning. Helping good savers retire and witness them living the best chapter of their lives was tremendously rewarding. Now, as a Wealth Advisor, I bring a technical and solution-oriented outlook to the firm. My role involves serving our valued clients, guiding them through the sometimes-challenging financial terrain, providing advice on wealth management strategies, and supporting our company operations.

Prior to joining Wealth Analytics, I was the sole employee of a non-profit School Foundation, working for and reporting to the Board of Directors. I was responsible for operations, management, communication, and customer service.

Beyond my professional life, I am a mother of four and a boot camp instructor turned yoga teacher. I was born and raised on the Big Island of Hawai'i and ventured to Washington University in St. Louis, MO, where I earned degrees in Chemical Engineering and Environmental Engineering. I find great joy in encouraging and empowering people of all ages to dream big and strive for their goals. In my free time, I thrive in the outdoors, whether it's running long-distance trail races, backpacking in remote areas, or hiking in Idyllwild. And of course, I cherish spending time with my fun, almost-launched kids!