Megan Metz

Megan Metz serves as Client Concierge, where she brings warmth, organization, and attention to detail to every client interaction. Whether she’s helping a family, coordinating with small business owners, or managing schedules and logistics behind the scenes, Megan ensures that every experience with our firm is smooth, personalized, and efficient. Megan is often the first point of contact for clients, answering questions, facilitating meetings, and ensuring timely follow-up. Her role bridges the gap between service and strategy, allowing clients to feel supported and cared for throughout every stage of the process. Megan thrives on building genuine relationships and believes that excellent service starts with listening well and anticipating needs. In her free time, Megan is an avid reader, creative DIYer, and indoor plant enthusiast. She loves unwinding with her husband and dog.