Meghan has served as the Operations and Client Services Manager since 2018, acting as the primary point of contact for our clients. She works as a liaison between the client and advisors to process complex account requests, manage daily operations, and deliver an elevated service experience.
She earned her bachelor’s degree in psychology from the University of Virginia in 2018. While her academic background centered on understanding people, her passion for helping individuals achieve their long-term personal goals led her into the financial services industry. Her unique perspective allows her to build trust and navigate client needs with empathy.
Meghan is a Northern Virginia native, having grown up in Burke and attended Robinson Secondary School. Outside of the office, she is a passionate reader who is active in several local book clubs. When she isn’t reading, she spends her free time running, sewing, or relaxing with her dog and fiancé.