Megan studied at Georgia State University, earning a Bachelor of Arts in journalism and public relations with double minors in theatre and hospitality administration and event planning. Her focus, organizational skills, and welcoming presence contribute to her success. Megan values the opportunity to build positive client relationships, support clients as they work toward their goals, and help them thrive.
In her role, Megan provides client support with account applications, custodial paperwork, money movements, and other service needs. She works directly with a variety of custodians to establish, maintain, and update new and existing client accounts. As a licensed Investment Adviser Representative, Megan has expanded her knowledge of the financial planning and investment management process. This qualification allows her to better understand clients’ broader financial needs and provide a higher level of informed, comprehensive support.
Born and raised in Newnan, Georgia, Megan was happy to return to the area after spending seven years relocating with her husband’s naval service. She enjoys spending time with her husband, Corey, and their two children, Amelia and Jameson, as well as singing in her church choir. Megan also enjoys traveling and attending performing arts events.