Client Service Representative
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As a Client Service Representative for ProVision, Megan is responsible for providing excellent client service. She responds to requests via phone, fax and email and facilitates the monthly Ask Tom Live sessions with our CEO Tom Wheelwright. She works with our Client Relations Managers to schedule complimentary consultations and provides support for our Wealth Strategy U website.
She is excited to help others take the first step towards financial freedom. Since joining ProVision, Megan is working towards her Bachelor’s Degree in accounting.
Megan moved to Tempe, Arizona in 2007 from Tulare, California where she worked in inside sales for J.D. Heiskell LLC, one of the biggest dairy grain providers in America. In addition, she worked on her family’s dairy throughout her childhood and early adulthood until it was sold in 2006.
In her free time she enjoys going to concerts and is an avid karaoke participant. She also enjoys “giving back” and actively volunteers in different events in her community.