Client Servicing Specialist
As Client Servicing Specialist, Meghan is often the first one to greet you when you come into our office for a visit or call on the phone. She works directly with our clients throughout the entire Empowered Solution process. Meghan especially focuses on scheduling visits and connecting our clients with our advising team when they have questions. She helps to ensure that each client has what they need both while going through the Empowered Solution and other requests that they have. Meghan enjoys getting to know the clients personally and thrives on being able to service them.