Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Megan Dorn, financial planner and tax strategist at Dorn Wealth Management, has built a successful career by staying true to her values, even though it would have been easier not to.
Early in her journey, she left a large firm after realizing its goals didn’t align with her own.
“I was committed to putting clients first, building real relationships, and doing the right thing – even when it was hard. That tension became impossible to ignore.”
Supporting Wings for Widows illustrates Dorn’s client commitment as the initiative offers guidance to individuals navigating the financial aftermath of loss.
Dorn Wealth Management has also created a financial education program to serve those who may not otherwise have access to a financial planner and regularly provide pro bono services to ensure that everyone – regardless of their financial standing – has the opportunity to gain clarity and confidence about their future.
An advantage Dorn has is being equipped with a degree in psychology and a concentration in clinical counselling. This uniquely positions her to understand the emotional undercurrents behind clients’ financial decisions. Emotional intelligence has become her superpower, allowing her to build trust quickly and guide clients through financial milestones with clarity and compassion.
Dorn’s strongest qualities – integrity, empathy, resilience, and strategic thinking – are woven into every aspect of her business. She holds an Enrolled Agent designation and earned her CFP® in just eight weeks while also having CLTC® status, underscoring her dedication to mastery. She’s also committed to continuous learning through mastermind groups, coaching, and peer collaboration, ensuring her clients receive the most current, thoughtful guidance available.
8500 Greenway Blvd., Suite 101, Middleton, WI 53562
608 960 7273
Megan@DornWealthManagement.com
linkedin.com/in/megan-dorn-ea-cfp®-cltc-366252103
DornWealthManagement.com
Megan Dorn
Founder, Wealth Advisor and Tax Strategist
Dorn Wealth Management
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2009
2025
2011
2017
2020–Present
Graduated from college with a degree in psychology, clinical counseling concentration
and entered the financial industry, where she immediately found a passion for planning and numbers
2009
Co-founded a 12-month Advisor Mastermind program
2025
Associate at IMK in Montreal
2011
Partner at IMK
Litigation Lawyer of the Year award from the Montreal Young Bar Association
Lawyer of the Year, Civil and Commercial Litigation from the Young Bar of Montreal
2017
Since 2020: Recognized by Benchmark Litigation and Best Lawyers in Canada 2021: Managing Partner at IMK
2025: Recognized by Lexpert
2020–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”
Securities and Advisory Services Offered through Harbour Investments, Inc. Member SIPC