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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Meghan Mullen, Team Support Associate, began her career in 2018. With a background in administration and customer service, she brings a detail-oriented and organized approach to her role.
Providing administrative and operational support, Meghan assists with scheduling, document management, and team coordination. She thrives on keeping things running smoothly, whether it’s tracking key metrics, helping with project deadlines, or ensuring seamless communication between departments. She values the relationships she builds—both with her coworkers and the clients she interacts with daily—believing that a well-supported team leads to the best client experience.
Meghan lives in Omaha, NE, with her son, Wyatt. Outside of work, she watches sports and spends time with family and friends.