A member of Bickers Consulting Group since 2002, Megan plays an integral role in facilitating the estate and succession planning process and administering plan implementation for a variety of high net worth clients. She works extensively with the company’s beverage industry clients, serving as a liaison with suppliers during wholesaler ownership changes, sales or merger transactions, and subsequent approval procedures.
Megan is thoroughly familiar with the requirements of Anheuser-Busch and other supplier agreements. She therefore excels at assisting with the approval process for an acquisition or estate plan from start to finish, with a passion for making sure all the details are covered and things are done correctly. An outstanding communicator, Megan has a proven ability to coordinate the activities of other advisors to keep things moving, and to make the approval process easy to understand and implement.
In providing service, Megan believes that it’s important to know clients and their families on a personal level, so she can better understand their concerns, needs, objectives and way of working, and find solutions to their challenges. Her goal is to build trust that makes clients feel comfortable with her knowledge and with the planning and approval process she guides them through. She therefore strives to be always available as a resource clients can call on and rely on to do things right.
Megan holds a Bachelor of Arts degree from Duke University.