Megan Beatty, CPA, CFP®
Relationship Manager

Personal Formation and Forte

Megan graduated Summa Cum Laude with her Bachelor of Science degree in Business Administration at the University of Tennessee, and continuing at UT, earned her Master of Accountancy degree with a concentration in taxation. As a collegiate senior, she interned at Burkhart and Company and discovered an inordinate company and a vision of a great career. She moved out of the Knoxville area while her husband finished his graduate studies. During this time, Megan worked for local and regional accounting firms in Raleigh, North Carolina and Augusta, Georgia. Settling back in the Knoxville area, Megan re-joined Burkhart & Company, continuing the career path that had started during her senior year in college.

With experience outside of the Knoxville area, Megan brings fresh insight and ideas to keep Burkhart & Company on the leading edge. Providing clients superior value energizes Megan, motivating her to deliver the highest level of service. Her energetic attitude and sweet spirit are contagious, positively affecting all who come in contact.

Turning Points

  • Recognizing that keeping her faith and family as priorities allows everything else to fall into place.
  • Meeting her life-long best friend and soul-mate on the first day of college at the University of Tennessee and marrying him 5 years later.
  • Returning to Knoxville after a 3-year hiatus with wisdom and experience gleaned from other public accounting firms.

Practice Emphasis

As a member of the professional team, Megan's areas of focus include:

  • Tax compliance and planning for family limited partnerships, trusts, and individuals,
  • Personal financial planning including social security, retirement, and estate planning,
  • Accounting operations and financial reporting.

Broader Interests

Though Megan enjoys nothing more than spending time with her husband, Brent, and their golden retriever, Cooper, she is happy doing just about anything with her extended family. Whether it is a family sports day, babysitting her nieces and nephews, or traveling to visit her parents, siblings, or in-laws, Megan rarely skips an opportunity to spend time with her relatives. Megan and Brent are actively involved in their church and love to host dinner gatherings and other social events in their home.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.