Client Services Assistant
Whether it's your first visit or you've been a client for years, Megan will make you feel right at home. She is the smiling, happy face that people first see when they come to meet with us at our Nanticoke location, and the pleasant voice who greets their calls.
One of Megan’s most important responsibilities includes preparing client reviews, which the advisors use to help our clients make sound financial decisions. She is also an integral part of creating and maintaining the office infrastructure, technology and workflows. Her hobbies include traveling, graphic design, volunteering and visiting museums where impressionist art can be found. While not in the office she enjoys spending time with her son, Cairo and Fiancé, Carlo.