Megan has been with the team since April 2019. She came to us with nine years of customer service
experience. She is responsible for customer service as well as investment and insurance new business processing and greets all visitors with a smile. She is the first voice on the phone when you call our office. Her role includes managing advisor schedules and is the primary contact for appointment scheduling.
Licenses & Credentials:
• Life and health licenses
• State of WI Notary
Megan enjoys cooking, baking, and spending time with her husband and two children.
Megan is not registered with Woodbury Financial Services, Inc.