Megan has been working as the Office Manager of Core Wealth Management since its inception in 2003. Prior to that she was an administrative assistant for Allmerica Financial. With over 15 years of experience in the financial industry she is a good point of contact for assistance and takes great pride in helping others.
She is responsible for the daily operations of the financial services practice. This includes all aspects of client servicing and record administration. Megan has proven to be very versatile, often utilizing her degree in graphic design. She is the creative vision behind our marketing pieces and website!