Megan functions as a Client Service Manager at Harbor. Her duties include overall office management and organization, maintenance of day-to-day operations and support for the Harbor staff. Her job includes overall client service and account maintenance. Megan is a member of Harbor’s marketing and public relations team, coordinates client events and assists in maintaining Harbor’s website. She also serves as an Associate Wealth Manager Trainee, where she is responsible for supporting planners with the financial planning process.
After graduating from the University of San Diego with a Bachelor degree in Finance, Megan worked as a stock broker at Charles Schwab for two years before joining Harbor.
Harbor Financial Group, Inc. is an acclaimed independent wealth management firm based in Colorado’s Front Range. Harbor has specialized in providing comprehensive financial planning and investment management to individuals, families and small businesses since 1988 from locations in Boulder and Denver. Harbor's experienced team provides a high level of service and attention rarely seen in the financial world. The process is deceptively simple: ask the right questions, listen, and design a plan that meets client needs and goals. Harbor believes that building, preserving and managing your wealth should achieve a clearly defined purpose – yours.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service.