Megan holds Business Administration and Communication Arts degrees from Oral Roberts University. Joining the team in 2005, Megan assisted with the management of the medical and employee benefits book of business that Kim held until 2015, as well as assisting with individual life insurance illustrations, processing and customer service. Since that time, Megan has transitioned to the equities team, where she assists with client portfolio illustrations and paperwork processing. Megan also continues to work with life insurance proposals, processing and provides excellent customer service to all the clients she serves. Megan holds an Ohio Health and Life Insurance License and is also a Notary Public.