Megan Robertson
Senior Financial Planner
Megan Robertson serves as the Senior Financial Planner at Twickenham Advisors, where she provides comprehensive financial and retirement planning support to advisors and their clients. She previously built and implemented the financial planning practice at Redstone Wealth Management, developing a deep appreciation for the discipline and dedication required to build lasting wealth. Megan is passionate about guiding individuals and families through thoughtful planning strategies aimed at helping them pursue their retirement and estate goals.
Before fully committing her career to financial planning, Megan held leadership roles in operations, marketing, business development, and project management across the higher education, technology, and professional services sectors in Arizona and Southern California. She has also served in volunteer leadership positions with various nonprofit and community organizations.
Megan earned a Bachelor of Science in Business Administration from the University of Arizona on a basketball scholarship, followed by an MBA with an emphasis in finance and marketing while working full time. She later earned a PhD in General Business from Capella University, graduating with distinction.
Megan and her husband, Tim, have one son, Duncan, who is heading off to college. Outside of work, they enjoy traveling, spending time with friends and family, watching sports, and discovering new recipes that challenge their skills in the kitchen.
