Associate Director, Wealth Planner
Megan Lepman is Associate Director, Wealth Planner at Cresset, helping to create customized financial plans for Cresset’s clients. She specializes in serving high-net-worth individuals, as well as families with special needs loved ones who need help planning for the future. Her areas of focus include comprehensive financial planning, stock option planning, retirement planning, risk management techniques, as well as strategizing around estate and tax planning.
Prior to Cresset, Megan worked for Northwestern Mutual Chicago, where she provided comprehensive planning solutions for clients.
Megan received a Bachelor of Arts from Allegheny College in Meadville, PA, completed her CERTIFIED FINANCIAL PLANNER™ coursework at Northwestern University in Chicago, and her RICP© coursework from the American College.
In the community, Megan supports organizations with ties to animal welfare. She volunteers with PAWS Chicago and with the Anti-Cruelty Society.
Megan lives in Chicago with her husband and their cat, Ally.