Megan Patton joined Proactive Wealth Strategies in 2015 as an Administrative Associate. Her responsibilities include overseeing office functions and coordinating client and business meetings. Megan assists in the processing and tracking of many types of account activity including account establishment, maintenance, transfers, day-to-day client account requests as well as providing general office support
As a graduate of the University of Georgia, Megan acquired a degree in Anthropology with an emphasis on Environmental Science. She is an active member of the Chamber of Commerce and knows the importance of education, structure and community. Megan works to enhance the experience of the clients of Proactive Wealth Strategies to provide them with the best quality service.