Megan Dorn, CFP®, EA, CLTC®
Financial Planner & Tax Strategist
Megan has guided hundreds of individuals and families toward a brighter financial future. She takes a thoughtful, personalized approach to working with clients, understanding their situation, priorities, and goals before developing a strategic financial plan. Not only is Megan an accomplished financial planner — she’s also an Enrolled Agent (EA), which means she helps clients optimize their tax returns and uncover tax-efficient methods to achieve their financial goals.
Prior to founding Dorn Wealth Management, Megan spent 10+ years as a Financial Manager at another firm. As a leader at the firm, she designed strategic plans for clients, trained and mentored colleagues, and also worked closely with the Board of Directors.
Megan currently serves on the Advisory Board for Harbour Investments and is an active member of her community. She and her husband share three children and live a “simple life” in the country, where they can focus on family and spend time in nature. Some of Megan’s favorite activities include hunting, fishing, reading, and family game nights.
What are all those acronyms after Megan’s name?
EA: An Enrolled Agent (EA) is a federally authorized tax advisor and the highest credential awarded by the IRS. An EA can represent taxpayers to the IRS for tax issues, like audits and appeals.
CFP®: A Certified Financial Planner (CFP) is a recognized expert in financial planning, taxes, insurance, estate planning, and retirement.
CLTC®: Someone with a Certification for Long-Term Care (CLTC) has completed a multidisciplinary course focused on long-term care planning.