Megan serves as the Client Service Associate at Opus Financial Solutions. Megan began her career in wealth management and financial planning more than 15 years ago when she graduated from University of Illinois at Chicago. Over the years, Megan held client service roles at various investment advisory firms, serving high net worth and ultra-high net worth individuals, associations, endowments and foundations. Megan has extensive experience leading client service teams and supporting strategic planning initiatives within client-focused advisory firms.

Megan brings a thoughtful, structured approach to supporting the client experience at Opus. With a strong focus on organization, process, and execution, Megan works to ensure that clients experience consistency, clarity, and confidence at every stage of their relationship with the firm. She partners closely with advisors to translate complex ideas into clear materials, streamlined workflows, and well-defined processes that support a thoughtful, personalized client experience.  Her approach centers on building practical, intuitive processes that help advisors stay focused on what matters most—clients’ goals, priorities, and long-term success. Megan's work reflects a belief that when the details are well-tended, clients are better positioned to move forward with confidence and peace of mind.
 

Outside of work, Megan enjoys spending time volunteering at local animal rescue organizations, exploring nature preserves with her lab mix and making an impact on sustainability in her local community. She resides in Chicago with her husband and toddler-aged son.