Advisor Support Specialist
The newest member of our team, Megan, worked in the Banking Industry for 10 years, and has five 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 an Advisor Support Specialist, 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.