Meghan Roney-Simard - Simard and Associates

Meghan Roney

MHK

Associate Advisor and Investment Representative

Meghan's Info

Biography

Meghan joined the team at Simard and Associates in 2021. She is actively working towards her Qualified Associate Financial Planner (QAFP) designation with plans to continue on to her Certified Financial Planner (CFP) designation. She enjoys working with young families as well as those moving towards retirement who are looking for full financial plans to maximize and protect their savings into retirement. 

Outside of the office Meghan enjoys spending time with her young family, reading, and baking. In the summer months you can likely find her tending to her vegetable garden or on the volleyball courts.

Education

  • Qualified Associate Financial Planner (QAFP) - In progress
  • Master of Human Kinetics (MHK) 2013
  • Bachelor of Human Kinetics (BHK) 2011