Meghan works alongside Dustin in all areas of Serviss Wealth Management recently being promoted to Managing Partner. Meghan takes pride in working with clients and helping them through critical transition phases in their planning, setting up plans they can feel excited about and helping them through any bumps in the road that life brings them. She opened the doors of Serviss Wealth Management with Dustin, helped grow the business and continues the enthusiasm of Dustin’s most recent accomplishment, The Nest.
Meghan joined the financial service industry in 2007, completing her Life Licence in 2009. With nearly a decade of experience in the financial and accounting realm, working in a broad number of positions she has also spent the better part of her life in the customer service industry as she has a passion for helping people. Meghan and Dustin share the same passion for learning and growth often challenging each other to competitions on ways they can better the business.
Outside of the office, Meghan is often found at many downtown fitness studios or socializing with friends. She has a passion for being active, cooking, hosting socials, her family especially her nephews and her most important job of being her handsome bulldog Gus’s mom.