Megan is our Administrative Assistant and has been with Capital Financial Planners since 2014. She is often the first person to greet clients when they come in the door and is the cheerful voice you hear when calling the office. Megan takes a primary role in preparing paperwork to open and maintain client accounts. Having her Notary certification, she takes care of notarizing any of our in-house forms and would be happy to serve as your Notary, should the need arise.
Originally from the Seattle area, Megan now lives in South Salem and is an active volunteer with the Willamette Humane Society. In her spare time, she can often be found walking the shelter dogs, participating in outreach programs, or educating children about animal welfare.