About

Meaghan Brugge

Owner, Financial Advisor

Meaghan has spent the past 16 years working in the finance sector of the ski industry, with the last 10 in the accounting department at Winter Park Resort. She is passionate about providing financial planning advice to the mountain community that she loves. She is inspired by those who choose to spend their lives in the mountains, and she hopes to help make financial security a reality for this hard-working, big-dreaming community!

Meaghan has a Master of Business Administration and a Master of Science in Accounting from Northeastern University. She has achieved one of the highest distinctions in the investment management profession, passing the Chartered Financial Analyst® (CFA®) Level 1 exam in 2023. Additionally, she is currently a Candidate for CFP® Certification.

In her spare time, she serves on the Grand County Rural Health Network finance committee and the board of the Fraser Valley Mountain Bike Coalition. She is an avid mountain biker and skier and enjoys playing on local softball, ice hockey, and volleyball teams here in Grand County.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.