Megan joined the firm in 2021 as an Operations Specialist and supports the Raleigh, NC location. She earned her MBA with a concentration in Finance and Accounting from Utica College of Syracuse University in 2020. Megan assists with the administrative coordination of financial planning, investment advisory, and risk management services for existing and new client relationships.
Born and raised in upstate New York, Megan moved to the Raleigh area in the fall of 2016. When she’s not working to help clients achieve financial success, Megan enjoys going on adventures with her 2 sons, exploring trails with her black lab Brody, and attending any live sporting event-especially Carolina Hurricanes games.