Megan P. Mills, MBA, CFP®

Financial Planner

Business Philosophy

As a financial planner with Chisholm Trail Financial Group, I work with individuals and families to help them organize and plan their financial lives. I am passionate about helping people and making a difference in the community. One of the things I love about Chisholm Trail Financial Group is our commitment to being a resource to our clients and the community. We do this by giving independent unbiased financial advice. Whether you are just getting started or a seasoned saver, we are here to help. Let's get started today!

Click here to schedule your consultation today!

Qualifications and Education

  • Licensed to sell life insurance in Texas
  • Registered Representative of Lincoln Financial Securities
  • BS, Recreation and Leisure Studies, University of North Texas
  • MBA, General Business, Texas State University

Focus Areas

  • Financial Planning (Basic and Comprehensive)
  • Retirement Planning for public servants (Teachers, Municipal, State, and Law Enforcement)
  • Navigating 403(b) options offered through school districts
  • Education Planning and Student Loan Repayment strategies

Let's Get Personal

I am a 5th-generation Texan with a love for our great state and western culture. I live in Jarrell, Texas with my husband, Brandon, and dog, Finley. Brandon and I love going country dancing and spending time outdoors. I enjoy giving back to my community. I have previously served on the board of the Professional Women and Williamson County in multiple positions and am looking forward to being more involved in the Georgetown and Jarrell communities.

Hometown: Houston, TX

All Time Favorite Movie: The Goonies

Current Favorite Band: Watchhouse (aka Mandolin Orange)

Hobbies: Traveling, puzzles, snowboarding, hiking, reading

Phone 512-671-7526 ext 110
Fax 512-671-7527