Megan comes to us with a background in Information Technology and Quality Assurance. She holds a Series 7 registration, as well as her NASAA Uniform Combined State Law Exam (Series 66). She is registered as an Investment Adviser Representative with Cetera Advisor Networks LLC. This working knowledge enables her to provide our Clients with all phases of financial information processing—from detailed data gathering and verification, to the delivery of a thorough financial snapshot which aids in retirement planning. Megan holds a Master’s Degree in Information Management degree from Marymount University. She received her undergraduate degree in Psychology, with a minor in Business from James Madison University. Megan is a Certified Oracle Database Administrator.
Megan and her husband, Matt have 3 children. They spend most of their free time enjoying their children’s sports.