Director of Client Relations | megan@yourcfadvisors.com

Megan joined the Connect Financial team in April 2021, after she worked in the Banking Industry for 10 years, and has eight years of Investment experience working in a client support and administrative capacity.  She obtained her Series 7 and Series 66 licenses (currently held with LPL) in 2017.  She is also licensed in Life and Health in the State of Michigan. In her role as Director of Client Relations, Megan is the friendly voice on the other end of the line, supporting the advisors to provide you with excellent care.

In her free time, Megan likes practicing yoga (she’s also a Registered Yoga Teacher!), traveling, cooking, reading, staying active outdoors, spending time with her husband and cats, and drinking all the coffee and craft cocktails.