Meg brings over a decade of client services and finance experience to the Balance Rock Investment Group team. As Senior Client Services Administrator, she is responsible for a variety of tasks including processing account openings, closings, distributions, and transfers, maintaining client information, Qualified Plan processing, and working with outside representatives, companies, and business professionals to coordinate clients’ specific needs as they arise. She also provides administrative support to the Operations Manager and advisors and assists with special projects.
Prior to joining the Balance Rock Investment Group team, Meg received her master’s degree from Southern New Hampshire University while working within their Student Financial Services and Accounts Payable departments. Previously, she spent several years as the finance manager for a national membership organization where she was responsible for all finance, accounting, and budgeting processes.
Outside of the office, Meg enjoys spending time with her husband Mike and their two cats, cooking, and reading. She also has a passion for spending time in nature through hiking and camping, as well as continuing her long-time yoga practice.