Who I work with
As a Client Service Associate, Meg works closely with advisors, clients, and internal team members to help ensure a smooth and positive experience throughout every stage of the client relationship. She supports advisors by assisting with administrative processes, coordinating client requests, and helping keep day-to-day operations running efficiently. Meg enjoys being a reliable resource for both clients and colleagues and takes pride in contributing to a high level of service and support.
How I work
Meg believes that exceptional client service begins with communication, organization, and attention to detail. Drawing from her experience in both the insurance and residential home building industries, she understands the importance of responsiveness, professionalism, and creating a seamless experience for those she serves. She approaches each task with a positive attitude and a willingness to help, ensuring that clients and advisors feel supported and cared for every step of the way. Her goal is to make processes as smooth and stress-free as possible while helping the team operate efficiently and effectively.
About me
Family is at the heart of everything Meg does. After spending time focused on raising her young family, she is excited to begin this new chapter with CAP Northwest and continue growing professionally while supporting a team with a strong vision and purpose. She has been happily married for 13 years and is the proud mother of four amazing children who keep life full of energy, laughter, and adventure. Outside of work, Meg enjoys spending quality time with her family and creating meaningful memories with the people she loves most.
What Megan focuses on
Financial Planning
Get in touch
Phone
509.822.3850 x711Want to explore other advisors?
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