Client Experience Manager with Serviss Wealth Management. She takes pride in providing a client experience not found elsewhere in the financial service industry. Although Dustin prides himself on being accessible for planning questions, Meghan has systems and processes in place to efficiently handle the day to day client questions. She is in charge of keeping Dustin organized and prepared for meetings, assisting with the management of client accounts, special projects, and in the dependable service they offer their clients. Her professional relationship with Dustin is based on mutual respect and teamwork, so when Dustin opened Serviss Wealth Management, Meghan enthusiastically made the move with him.
Meghan joined the financial service industry in 2007, completing her Life Licence certification in 2009. While Meghan brings nearly a decade of management skills from the finance and accounting realms, she has extensive experience in customer service, sales, administration, and enjoyed working as the Event Coordinator/Administrator for the Kelowna Dragon Boat Festival and The Holiday Festival of Creation.
Outside of the office, Meghan has served as a community volunteer with the Canadian Blood Donor Services, the Sandman Harvest Celebrity Golf Classic, and the Okanagan Pro-Am Football camp. She is instrumental in all event planning sponsored by Serviss Wealth Management, all of which support local charities.
Health and wellness are important to Meghan and her passions are many: yoga, hiking, travel, cooking, hosting socials, family, and mostly being a mom to Gus, her handsome bulldog.