Processing & Client Services
Megan is a member of the Processing Team. She assists with the processing of new business and helps ensure a smooth transition of transfers and also the establishment of new accounts. She works closely with the other members of our processing team by assisting our clients with general services issues such as beneficiary and address changes, required minimum distributions and withdrawals.
Megan graduated from The Ohio State University with a Bachelor’s Degree in Human Development and Family Studies. In her spare time, she enjoys spending time with family, friends and her fur-babies. Her favorite hobbies are sewing and baking.