At Megna Financial, we understand that financial planning starts
with a conversation about your goals and vision for the future.
History
We are licensed financial planners and associates of Wisconsin Financial Group.
Our organization has a 75-year history of helping families and small businesses with retirement planning.
With more than 60 colleagues in offices throughout Wisconsin, we offer the resources and expertise of a large firm and the convenience of a neighborhood location.
As Financial Planners, we are Fiduciaries. We have an obligation to act in the best interest of our clients.
Our Process
We begin by discussing your situation.
Where are you today?
Where do you want to be in the future?
Working with core financial principles,
we will help you answer these questions.
We will provide a financial analysis
and discuss several strategies that fit
your situation, helping you
integrate your investment, savings
and insurance decisions into a
comprehensive plan that
feels right to you.
As your plan takes shape, we will
help you implement the steps
using high quality nationally recognized
investment and insurance choices
and then we will continue to manage
your plan with you through the years.
Our Credentials
Kate Megna, Certified Financial Planner® and Chartered Life Underwriter®
“I understand the importance of creating a vision for success and then creating the game plan to get you there.”
Joining Megna Financial in 2010, Kate holds FINRA licenses Series 65 Investment Advisor Representative, Series 63 Securities Agent and Series 6 Investment Company and Variable Products as well as a life, health and disability license.
Kate earned a BS in math education from UW-Milwaukee. She went on to play professional soccer in Sweden and currently coaches for the Madison 56er Soccer Club.
“I realize the pull that families and businesses feel — trying to save for tomorrow while also enjoying life today. Choosing the right financial strategy can help make both possible.”
Sherri started Megna Financial from the ground up, creating an environment that all clients would not only feel welcome but also be able to reach their financial goals. Although her retirement in the summer of 2020 was bittersweet, we are thankful for the foundation and expectations she set for Megna Financial. Her knowledge, mentorship and industrious work ethic will continue to be ingrained in all of us.
She continues to be active in the Middleton community, spending many hours in her flower garden and exploring the science world with her grandson, Harry.
If you want to plan thoughtfully for the future, we welcome the opportunity to work with you.
