Megan joined our firm in 2015 to assist with office administration and client service, and currently serves in the role of Vice President. Megan holds the FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations through LPL Financial. Megan is also a licensed life and disability insurance agent in the state of Washington, and is highly proficient in computer systems and database management. Most recently, Megan became a licensed Notary in Washington State, aiding in the efficient processing of client forms.
Megan plays a key role in the area of planning and client service, and currently serves as a relationship manager for a growing number of clients. While her responsibility has shifted away from day-to-day operations, Megan continues to works effectively with the team on strategic initiatives to help create a five-star experience for our clients. Megan is organized, professional and has a gift for making other people feel special and appreciated.
Prior to joining LORAN GRAHAM Co., Megan served as Office Manager for another large LPL Financial branch office, with an emphasis on client service and administration. Prior to that, Megan served as a bookkeeper for a multi-million-dollar private enterprise, focusing on payroll and human resources administration. In her former career, Megan was trained as an Emergency Medical Technician (EMT) and was responsible for responding to 911 calls by ambulance, triaging patients, and treating medical emergencies in often high-pressure environments.
Outside the office, Megan finds joy in the everyday antics of her four wonderful children, not-so-wonderful pets, and many close friends. When she is not attending concerts or camping at her favorite lake, she can most often be found plotting the next office prank against Jon.