Megan joined Cornerstone Capital Advisors in May of 2013 and is currently on the Fiduciary Services team. She will work closely with plan sponsors, administrators, recordkeepers, and custodians and is primarily responsible for scheduling client meetings, integrating new clients, maintaining client data, and preparing reports. 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 also was an active presence on campus, serving as chair of philanthropy for her sorority Delta Sigma Tau. During her spring breaks, Megan volunteered through AmeriCorps to help with Eco preservation and rebuilding efforts in the Gulf Coast. Additionally, Megan worked alongside representatives from the American Cancer Society to organize the University’s Relay for Life.