Biography
As a member of the client services team at Accredited, Megan interacts with clients, financial planners, and brokerage firms on a daily basis to process service requests, deposits, withdrawals, wires, charitable stock gifts, IRA distributions and more.
Megan came to Accredited Investors Wealth Management with more than 12 years of executive support experience in a variety of industries.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota, Morris – Bachelor of Arts, English Communications
How do you spend your life wisely?
“If I accept you as you are, I will make you worse; however, if I treat you as though you are what you are capable of becoming, I will help you become that.”
Johann Wolfgang Von Goethe
