Megan started her career at Adviser Investments in 2007. As the director of client service, she is responsible for managing the client service team and ensuring quality control and continuity of policies and procedures to deliver top-notch service to clients. Megan also has the Chartered Retirement Planning CounselorSM (CRPC®) designation. She lives in Norfolk, MA, with her husband and her Australian shepherd, Basil. Megan likes outdoor activities such as running or kayaking, traveling, and spending time with family and friends.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.