Assistant Director of Client Service
Megan started her career at Adviser Investments in October 2007. As a client service manager, she is responsible for coordinating all client-service and reporting needs with the relationship management team, the operations group, the portfolio executives and account executives. Prior to joining Adviser Investments, Megan worked as a loan officer at Champion Mortgage Company and Ameriquest Mortgage Company. She graduated from Westfield State College in 2003, obtaining her B.A. in business management. Megan currently lives in Mansfield, Mass.