Meggan joined Socha Financial Group, LLC in 2000. She supports our clients with tax preparation, tax reporting and audit responses from the IRS and state agencies. She also works closely with our clients and Charles Schwab Institutional to resolve complex investment service issues and to ensure a positive client experience. Meggan is a graduate of Mansfield University (2002) with a Bachelor’s degree in Business Administration.
Meggan keeps busy enjoying time with her daughters and the many activities they are involved in.