Megan is eager to address the service needs of our clients and provide them with an exceptional level of service and attention to detail. She also handles establishing new accounts. She is the primary contact for new clients, keeping them informed and guiding them through the account setup and transfer process. Her main goal is to make the process as smooth as possible as our clients begin their path to financial independence.
Megan received her Bachelors in English from Glennville State College. She is originally from Southern, WV and moved to Central WV to be closer to family. Megan now resides in Bridgeport, WV, In her down time, she enjoys working out and having fun with friends and family.