About Meghan
Meghan’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside of the office, Meghan loves traveling, exploring new places, spending time with friends and family, volunteering with Church groups, playing tennis and discovering new desserts to bake.
Meghan’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside of the office, Meghan loves traveling, exploring new places, spending time with friends and family, volunteering with Church groups, playing tennis and discovering new desserts to bake.