Megan has many years of experience in the financial services industry. She is responsible for client services related to, and including, life insurance, investments, and annuities. She acts as a liaison with vendors, the home office, and clients. She interfaces with the broker/dealer, brokerage, fund companies, custodians and insurance companies. She is also responsible for the daily tracking of asset movement, compliance, marketing support and works directly with clients to help them manage and access their accounts.