After graduating from John Carroll University in 2015 with a bachelor’s degree in business management, Megan began her career in the financial services industry, where she quickly developed a passion for helping clients achieve their investment planning goals. With over a decade of experience, Megan has become an invaluable asset to her team and approaches every client relationship with reliability, precision, and care.
Megan holds her FINRA Series 7 and 66 securities registrations, as well as Ohio Life, Variable, Accident & Health insurance licenses.
Outside of the office, Megan enjoys quality time with her husband and their three children. As a family, they love hiking, skiing, playing tennis, and traveling – especially when it involves a trip to the beach.
