For over 20 years, Megan has worked in the wealth management and financial services industries, bringing a diverse background in investment management, retirement planning, insurance and estate planning. She works closely with clients to understand their financial and life goals to help them achieve their desired outcomes. Megan is a member of the Firm’s investment committee which regularly reviews current market and economic conditions, and policy changes, and manages the impact these changes have on her clients’ portfolios.
She is active in several Shoreline Chambers, and serves as Secretary on the Board of Directors for the nonprofit Bare Necessities in Clinton, CT. Megan resides in Southington, CT and has two children, Joseph and Megan.
Education & Certifications
University of Connecticut
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