Megan supervises all services offered by our office and offers assistance to the financial advisors by preparing for client meetings, processing orders, and obtaining investment-related research. She also provides training and compliance updates for the staff.
Megan is a General Securities FINRA Series 7 registered representative through Commonwealth Financial Network®. She has a BA in English from The Ohio State University.
Outside of work, Megan enjoys hosting tea parties, gardening, bicycling, and studying ancient Hebrew. She has two cats, Sweet Pea and Violet.