As both an Advisor and the Director of Financial Planning at Gilbert & Cook, Megan focuses on the complex situations of our clients. Megan joined Gilbert & Cook in 2006, beginning as a Relationship Manager and
re-positioning into Planning in 2010.

She has earned the following designations and certifications: Certified Financial Planner (CFP®), Certified Divorce
Financial Analyst (CDFA™), Accredited Domestic Partner Advisor (ADPA®), and Long Term Care Professional (LTCP). *
Megan earned her bachelor’s degree from the University of Iowa.

Megan is currently a member of the Des Moines Estate Planners, and the President for the Financial Planning Association’s (FPA) Iowa Chapter. It is a priority to attend national conferences and educational opportunities which allow her to stay current in the world of Financial Planning.

Megan and her husband Chad live in Windsor Heights with their 2 small children William Hawk and Stella Grace. They are
supporters of Count the Kicks organization which they credit with saving their son William’s life. The Rosenstiel family love
taking walks, going to the park, and enjoying their Windsor Heights neighborhood.

 

*Learn more about the benefits of these designations.