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Megin Henry

Megin Henry

Client Service Associate

Financial Planning

Who I work with

Megin Henry brings a wide range of skills and proven experience to her role as Client Service Associate. She began her career as a receptionist in a pediatric office, but her knack for organization, balancing multiple priorities, and anticipating problem areas was quickly recognized. Over her 14-year career in the healthcare industry, she advanced to Front Office Lead, Acting Manager, Regional Manager, and Operations Team. CAP Northwest benefits greatly from her strong foundation in administration, client services, and team collaboration–skills that have seamlessly transferred to the financial planning industry and enrich our office, both behind the scenes and client-facing.

How I work

Megin thrives in a fast-paced environment, which makes her a perfect fit as she manages schedules, coordinates communication, and ensures efficient operations. By providing exceptional service and supporting Brian and our clients with equal professionalism and care, Megin is able to facilitate a positive, efficient, and seamless experience for everyone involved. Interacting with our clients and laying the groundwork for them to have an empowering and impactful experience with our advisors is what she loves most about her work.

About me

Megin lives with her husband and son and enjoys sunny getaways to visit her older daughter in Arizona. Outside of work, you can find her absorbed in a good book, attending a WHL hockey game, or planning her next travel adventure.

What Megin focuses on

Financial Planning

Get in touch

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