Megan Leet

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Megan Leet - Hudson, OH

Megan Leet

Email: mleet@wrcmfp.com

About Me

At Western Reserve Capital Management, LLC, a fee-only registered investment adviser firm in Hudson, OH, I serve as the Executive Assistant, providing support to our team of advisors and helping ensure smooth day-to-day operations.

Dedicated to Exceptional Client Service

As the first point of contact for many of our clients, I’m committed to delivering a welcoming experience. With over 15 years of experience in executive-level administration and customer service, I bring expertise and dedication to my role.

Expertise and Skills

My organizational skills and attention to detail help our advisors focus on serving clients. My responsibilities include:

  • Scheduling and correspondence management
  • Data management and organization
  • Administrative support to our advisory team
  • Client communication and coordination

Personal Life

When not supporting our advisors, I enjoy spending time with my family, including my husband, JJ, and our two sons, Hayden and Ethan.

I’m also an avid fitness enthusiast, teaching group fitness classes and volunteering at my children’s school.

Education

I hold a Bachelor of Arts in Communications from Kent State University.

Hudson Clocktower in Ohio

Ready For Retirement?

If you are within 5 years of retirement, we can help you analyze the question, ‘Can I Afford to Retire?’ We can sit down with you to evaluate your retirement readiness. We can also help develop a plan designed to work toward your retirement goals.

NOT QUITE READY TO SCHEDULE AN APPOINTMENT? 

That’s okay, there are other ways to get started:

Attend a Class

Join us at an upcoming adult education seminar in the Northeast area.

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Give us a Call

Call us directly at 330-655-1543  if you have a few questions. We’re happy to help.

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