Megan joined our team in October, 2015. She is a graduate of DuBois Business College with an Associate’s Degree in Accounting and Business Administration. Megan is responsible for completing and processing most investment paperwork. She is also responsible for all Simple IRA contributions, FAFSA processing, data feeds, and client correspondence with investments. In June of 2018, Megan married her husband Jordan. In March of 2020, they welcomed their daughter, Raelynn. They reside in Brookville, Pennsylvania and are both involved in Pine Creek Volunteer Fire Department. When she’s not working, Megan likes to spend time with her family; including her parents, sister, and two nephews Cameron and Kyler. She also enjoys hunting, kayaking, and spoiling her dogs, Chance and Traeger. Megan is also studying for her securities license and is looking forward to expanding her knowledge in the finance industry.