portrait of Meg Hawk

About Meg

One late spring afternoon, I sat across from my 99-year-old client who shared a life lesson I’ll never forget. Despite his financial success as a business owner and real estate investor, he had one major regret: He spent his life focused on accumulating money instead of truly living. He wished he had used his wealth to create memories, take risks and enjoy more of what really matters in life.

That conversation shapes my mission: to help you sell your business and transition into a future of freedom and fulfillment — without regrets.

I’m Meg, your life-long financial advisor who works with successful...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Values and Faith Based Investing

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ohio State Univ-ColumbusBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Golfing
  • Pets

Team Members

  • Oliver Sandoval
    Sr. Branch Office Administrator
  • Rosa Thomas
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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