Megan was born in Connecticut but spent most of her life in and around Washington D.C. and Southern California.  She currently resides in Destin, FL.  Ms. Caulfield attended James Madison University and was the first woman to receive a specialized engineering degree from the JMU School of Integrated Science and Technology.  Ms. Caulfield lived abroad in Madrid, Spain and traveled extensively.  She speaks fluent English and Spanish, and is proficient in Italian and French.

Megan has organized and managed multiple for-profit, not-for-profit and non-profit entities.  Her imagination and initiative have served to create and grow enterprise in various sectors to include entertainment, professional sports, charitable endeavors, financial services, government contracting and more.  In addition to her boutique financial planning practice, Megan is also the proprietor of the wellness brand Quartz Life, LLC and a production company The Heal Reel, LLC.