Wealth Management Administrative Manager
Megan has been in financial services for 10 years beginning her work experience as a Sunflower Bank branch teller while attending college. After graduation from Kansas State University with a dual degree in Business Administration and Human Resources Management, Megan has specialized in Wealth Management and Trust Administration at a national advisory firm and regional banks. At Sunflower Bank Wealth Management, Megan enjoys being a part of a team effort to provide the best solutions and customer service to clients locally and beyond.
Best Lesson Learned
Just listen – people tend to open up and trust you more when you listen to them no matter what the circumstance is. By listening, you develop a relationship with your client that becomes more beneficial to each of you.
Focus on my clients – listen to their needs and wants while helping find solutions that best fit their situation. I want my clients to feel comfortable with me, to feel like they are able to come to me with all financial needs and most importantly, that they understand I care about them and what is going on in their lives. I strive to develop a long-term relationship with each client and help them determine their retirement goals and needs.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.