Megan joined our firm in June 2014, bringing more than 10 years of experience in customer service management. Megan provides office management and client hospitality by working with the firm’s advisors to organize events, meetings, and a variety of central administrative functions. In 2015 she earned her FINRA Series 7 (General Securities Representative) registration, allowing her to take on additional responsibilities as a licensed advisor assistant.
Megan is also a Medicare Supplement specialist. She helps educate clients about the different plan options, and which plan will work best for them.
Megan is a graduate of Salisbury University. In her free time, she enjoys playing soccer, golfing, and spending time with her husband and their 2 pugs.