Megan joined Cornerstone Capital Advisors in May of 2013. She serves as the Retirement Plan Analyst for Fiduciary Services and coordinates the technical details involved in converting and managing client retirement plans. Megan works closely with plan sponsors, administrators, recordkeepers, and custodians to ensure that retirement plans are properly implemented. She also acquires and analyzes all information necessary to develop comprehensive plan reviews for our Fiduciary Service clients. Since starting at CCA she has earned her CHARTERED RETIREMENT PLANS SPECIALIST℠ and ACCREDITED INVESTMENT FIDUCIARY™ designations.
Megan graduated Cum Laude from the University of Mount Union in May of 2012 with a Bachelor of Arts in Economics. While at Mount Union, Megan was a member of Tau Pi Phi, a business and economics honorary society. She was also an active presence on campus, serving as chair of philanthropy for her sorority Delta Sigma Tau. Currently Megan is involved with the Alzheimer’s Association serving as a team captain each year.