Megan delivers comprehensive administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.

Megan is responsible for maintaining a high level of service while handling administrative aspects of client relationships. She handles the opening of new accounts, transfers, document processing and ongoing account maintenance. Megan’s main focus is to ensure a seamless process with the highest standard of service for each client.

Megan has been in the financial services industry since 2002 and has worked with James Yonker since 2012. Along with her hands-on experience, Megan also holds a bachelor’s degree in political science from Miami University. She holds the Series 7 and Series 66 licenses as well as insurance licenses.

Megan and her family make their home in Naperville, IL. They enjoy watching sports, walking, cooking, holiday decorating and attending rock concerts.