Megan Kowalski | Director of Operations

Megan Kowalski: As the Director of Operations, Megan is primarily responsible for overseeing the day to day operations of the business. She monitors and focuses on improving the efficiency of all business facets. This ranges from brand consciousness and awareness by leading marketing development projects to implementing processes and procedures to better serve the needs of our clients.

Megan’s professional evolution began after graduating magna cum laude in 2014 from DePaul University with a BA in Finance. She joined the team full time and has made significant contributions to the growth and development of the team. Megan is currently enrolled in the Notre Dame Executive MBA program. She holds the FINRA Series 7 and 66 licenses and the IL Life & Health Insurance Product License. 

Megan is an advocate for family inclusivity, she believes that transparency leads to better financial planning and decision making. In her spare time Megan enjoys spending time with her family and cheering on Notre Dame with her husband.

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