Megan is the first friendly face you see coming into the office! She meets and greets our valuable clients both in person and over the phone. Megan is also responsible for many important tasks behind the scenes. These include, but are not limited to scheduling, following up with clients, diligently managing all incoming/outgoing documents, keeping files organized and up to date, preparing the proper data for client appointments, and many other valuable tasks that help keep our office running smoothly.
Megan was born in Soldotna, Alaska and moved to Oregon with her family in 2008. She has been working in the administrative/financial industry since graduating from Central High School in 2015. She currently lives in Albany with her best friend and their four cats: Phillip, Perry, Bobo, and Stevie.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.