Megan Jorgenson serves as the Vice President of Advisor Growth and Women’s Markets, bringing more than thirty years of financial services experience to the organization. She has a proven track record of helping advisors drive meaningful, scalable growth through modern practice‑development strategies.

In her role, Megan leads the firm’s advisor‑enablement initiatives, recruiting and oversees the advancement of Women’s Markets, a rapidly expanding and influential segment of the industry. She is dedicated to aligning sophisticated wealth‑management strategies with the distinct needs of women investors, ensuring advisors are equipped to deliver inclusive and high‑impact guidance. Her deep expertise and steady leadership help the firm navigate evolving market environments and support sustainable growth for partners and clients.

Megan is an alum of St. Catherine University in St. Paul, MN, where she contributes to the Employer Advisory Group, helping shape career‑readiness strategies for students and alumni. Outside of work, she enjoys traveling, attending concerts, and spending time with her husband, two sons, and three dogs.