Director of Client Services
Megan supports the firm and its clients including high net worth families, family offices, foundations, endowments and institutions. Additionally, Megan oversees the firm’s team of Client Service Associates. Prior to joining the firm in 2015, Megan was a Portfolio Administrator with Trinity Financial Advisors, LLC. She received a BS from the University of Illinois at Chicago. Megan volunteers as a tutor for the Midwest Education Foundation. In her free time, Megan enjoys music, crafting, dodging cars while she cycles to work and fostering adoptable dogs at her local rescue groups.