Paraplanner / Client Service Coordinator
Megan joined CAFG Wealth Management in 2017 as our Client Service Coordinator. Her background in education and customer service enhances our team’s daily client service efforts. She supports the entire CAFG staff with her management of key office processes related to our administrative services and ongoing client requests. She handles our client account record keeping, daily account transactions, deposits and distributions, client communication support, requests for information and assistance with account service issue resolution among other responsibilities. Megan’s ongoing interaction with our client support processes is an integral part of our effectiveness and overall client-focused service.