The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Staff

Megan E. Rich

Client Service Coordinator

Marketing Manager
More about me...


  • Twelve years of professional sales experience
  • Five years of business development and marketing experience

Roles & Responsibilities

  • Assist with client services
  • Manage marketing communications