Megan Umsted

CPA
Accounting Specialist

Meet Megan

Megan Umsted is an Accounting Specialist based in Amarillo, Texas.

Megan Umsted has a heart of gold, and that’s a great thing for an accountant. As a Accounting Specialist at Carson Wealth Southwest, Megan is charged with managing the money flowing out of the business. She works with vendors in serving as our first point of contact in the relationship with them. She’s the PR team for our financial interactions and makes the process smooth and efficient.

Originally from small-town Wheeler, Texas, Megan is salt of the earth. She graduated from West Texas A&M University with her master’s degree in Accounting. She previously worked as a Staff Accountant for a local bank.

Megan and her husband Brennan love spending time with family at the lake in the summer and snow skiing during the winter. Megan and Brennan spend what spare time they have spoiling their dog, Klair, who runs their home.

Favorite holiday:

Christmas

Something on your bucket list:

Go to George Straight concert

Biggest accomplishment:

Passing the CPA exam!

Carson Wealth

5101 Lexington Square
Amarillo, TX 79119
(806) 372-4285
13710 Struthers Road, Suite 220
Colorado Springs, CO 80921
(719) 270-4709
1780 Hughes Landing Suite 570
The Woodlands, TX 77380
(281) 719-0036
1120 N. Kimball Ave Suite 100
Southlake, TX 76092
(817) 305-0067
7490 N. La Cholla Blvd
Tucson, AZ 85741
(520) 751-4300