Client Service Associate
As Client Service Associate for RightPath Investments, Megan ensures our clients receive the utmost care in all aspects of their financial planning. She directly supports Steve in the day-to-day operations while being a resource for clients.
Prior to starting with RightPath, Megan spent almost two decades in client relations and over ten years in donor development. Through this experience, she sharpened her understanding of the financial planning landscape and solidified her passion to support individuals in achieving financial wellness. Her background in philanthropy makes her a great resource for clients looking for support on giving strategies and understanding the needs in our community.
Megan is a Financial Paraplanner Qualified Professional™ and is starting the process of becoming a Certified Financial Planner Practitioner. She is passionate about connecting with others and helping them prepare so they can enjoy today, and the future, without worry.