As an Account Manager for individual wealth management clients, Megan supports advisors in creating client financial plans, sitting in on client meetings, and building on those relationships with clients. She does so to encourage comfortability not only approaching Megan herself, but the advisor as well. Outside of individual wealth, Megan supports Accel Wealth Management while she travels to our 401(k) locations and educates participants on their individual plans.
Megan proudly holds her Iowa Accident and Health Insurance License, as well as her Iowa Life Insurance License. She earned her Business Economics Degree with a Minor in Marketing from South Dakota State University, all whilst being a college athlete. During her free time, you can find her either with her family, out on the golf course, or coaching varsity softball at Valley High School.