Megan serves as a Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team.

She previously worked as an administrative assistant for a private family office in New York and is a freelance bookkeeper for various businesses. A native of Ohio and graduate of the Cleveland Institute of Art, she now resides in New York City and enjoys the arts in her spare time.

Previous Experience

  • Administrative Assistant, Private Family Office
  • Bookkeeper, Freelance

Education & Credentials

  • BFA, Cleveland Institute of Art, Ceramics
  • Certificate in Financial Planning, New York University
  • Certified Financial Planner

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.