MEGAN FINNERTY
Client Experience Specialist
Megan joined Axio in October 2023. Her mission is to help clients navigate their financial paths with confidence so they can focus on enjoying life’s most meaningful moments.
Megan approaches her role with a unique blend of flexibility, open-mindedness, and determination, thriving in Axio’s collaborative and growth-focused culture. For Megan, being part of a team that is constantly learning and striving to improve is just as rewarding as making a positive impact on the lives of clients.
Outside of work, Megan adores spending time with her cat, Coco, whose playful personality adds extra joy to her days.
Discover how our tailored collaboration can elevate your financial future—contact us today.
FAMILY
Megan comes from a small but close-knit family with two sisters—an older and a younger.
Though her immediate family is further away, she feels fortunate to be surrounded by her extended family in Utah, including her mom’s four sisters and their families.
Megan is especially proud to be named after her grandmother, a woman she greatly admires.
EDUCATION
Megan is currently studying Personal Financial Planning at Utah Valley University.
She is passionate about using her education to help others navigate financial challenges and live more fulfilling lives.
Her studies reflect her dedication to making a positive impact on the lives of her future clients.
DID YOU KNOW?
Megan’s keen musical ear has always been a unique part of her personality.
Whether it’s recognizing melodies or appreciating the nuances of a good song, her love for music has been a fun and creative outlet throughout her life.
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Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
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