Megan Brinley

Client Services Coordinator

Megan is a Client Services Coordinator and joined Attivo Financial Planning in 2019. Megan is responsible for assisting the team in developing and maintaining relationships with private clients. Her core responsibilities include arranging initial financial planning meetings for our new clients and annual financial planning reviews for our existing clients. Megan and the rest of the team serve as the initial point of contact for clients and are always happy to answer any questions clients may have.