Megan Roberts

DIRECTOR OF OPERATIONS

Overview

As the Director of Operations in Warren, many of my duties consist of “behind the scenes” work which contributes to your overall client experience here at W3. I am responsible for compiling all client review presentations and keeping our resource materials up to date. I oversee the workflow in our office and proactively work to overcome any obstacles that may arise. I also comb through every account review with the utmost attention to detail so that we can always present you with the most informative and pertinent view of your road to retirement.

The things I enjoy most about my role here at W3 is the constant opportunity to learn and the ability to use my creative problem solving skills on a daily basis. I also enjoy being a part of a process that provides so much peace of mind and reassurance to our clients about their futures.

ACCREDITATIONS & EDUCATION

  • Ohio University – B.F.A. Playwriting, cum laude
  • Holds an Ohio Life, Accident and Health Insurance License

HOBBIES & PERSONAL LIFE

  • I live in Warren with my husband Zeb
  • I enjoy riding motorcycles and setting off on unplanned weekend adventures with my husband. In the summer, we love antique shopping, camping and outdoor concerts and during the cooler months we enjoy watching documentaries, perfecting crock-pot recipes and tinkering around in the garage.

FAVORITE QUOTE

“The pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails” – John Maxwell

megan

330-856-6345

Megan@w3wealth.com

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