Financial Professional Liaison
Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinates meeting preparation and follow-up actions with other team members to help improve system efficiencies. Her interaction with clients to gather profile data, review portfolio summaries and discuss implementation of financial plans will strengthen the already solid relationships that clients form at Lineweaver Financial Group.
Meagan graduated from the University of Toledo with a Bachelor's Degree in Communication and obtained her MBA from Cleveland State in 2013. She earned her Series 7 securities license in 2015. During the summer, she enjoys visiting her family's lake house on Johnson's Island, boating and fishing.
Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.
*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.
1: Crain's Top 25 RIA: Based on assets under management
