Megan strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner.
Megan enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive the highest level of attention and support. She manages a wide range of administrative matters, from account maintenance and service requests to our client communications for two of our financial advisors, Russell Hull III and Daniel Babiy. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Megan holds a bachelor’s degree in Political Science from San Diego State University. Originally from San Diego, CA, she now lives in North Carolina with her husband and two children. When not in the office, Megan enjoys traveling and spending time with her family.