Megan is responsible for new and existing client services. She ensures that communication with our various providers is seamless and focuses on delivering superior service in every aspect of client relationships.
Megan is an administrative professional who has 10 years' experience working in the financial planning field. Megan lives in Center Valley with her daughters and maltipoo, Sandy. In her free time she loves going for walks, working out, and spending time with her family and friends. She also enjoys volunteering with the Girl Scouts and at her daughters' school.