Megan Cline grew up in Katy, Texas, and graduated cum laude from the University of Houston with a BBA in Finance and a Certificate in Personal Financial Planning. She chose financial planning because it combines her love of problem-solving with her passion for helping people achieve their goals.

Before joining Financial Synergies, Megan spent five years at a local RIA, gaining broad experience in client service, onboarding, billing, reporting, trading, and process improvements to enhance both the client and internal team experience. As a Senior Client Service Associate, she looks forward to bringing her skills and solutions-oriented mindset to streamline operations and deliver exceptional client experiences.

Megan lives in Houston’s inner loop with her dog, Milly. Outside of work, she enjoys cooking, traveling, finding new TV shows to binge, trying new restaurants, live music, comedy shows, spending time with family and friends, and is always looking for new ways to stay active and engaged outside of work.