Whether she is setting up your next appointment, opening a new account or preparing the logistics of your financial plan, Megan is an essential part of the first class environment at Guelich Capital Management. When visiting the office, you’ll be graciously greeted by Megan, who is ready to answer your questions and serve your needs.
Megan and the Guelich Capital Management team are committed to orchestrating the many moving pieces of your financial plan so you can fully focus on your life and what brings you joy. By making sure all clients feel comfortable when calling in or coming into the office, Megan works to create a seamless experience for clients as they move towards financial clarity.
Before joining Guelich Capital, Megan attended LSU and worked for several years as an office manager for an environmental testing lab. Outside of the office, you can find Megan baking or reading. Megan and her husband, Tom, also love to go hiking with their three dogs.