Meghan joined Westmark Wealth Management as the Practice Coordinator in May of 2015 with the intent of applying 13 years of hospitality experience to a new industry. Her main role is optimizing the client experience at Westmark and working to develop and maintain relationships with clients on behalf of the firm. Meghan actively participates in client meetings and formal client reviews, facilitates scheduling and new client on-boarding, and helps to prep financial plans including analyzing insurance needs and implementation solutions for long term care, disability, and life insurance. Meghan also assists with business development and new client prospecting by coordinating new client dinners, speaking events, and webinars.
When not in the office, you can find her catching up on a great book, enjoying the outdoors, golfing, hiking, cooking, or attending Pure Barre classes.
Prior to joining Westmark, Meghan worked for Marriott International as an Event Manager, specializing in corporate events. She attended Northern Arizona University where she played on the women’s varsity golf team and received her undergraduate degrees in Finance, and Hotel and Restaurant Management. She also holds her FINRA Series 66 and Series 7 designations, as well as a license in Life and Health Insurance.