Megan joined Impel Wealth Management in 2020 as a client services coordinator.
She previously worked for a small wealth management firm in central Pennsylvania before moving back to Ohio to be closer to family. This experience instilled a desire to look for another financial advisory practice built on the value of serving clients like family, which she found here at Impel.
In her current role, she assists clients with everything from new account paperwork and beneficiary designations to asset transfers and trading.
Megan invests in her community by volunteering at local food pantries, dog shelters and her church. She is also involved in the local music scene. When she’s not at work, she enjoys spending time with family, including her nieces and nephews.