Megan Leet

Email: mleet@wrcmfp.com

About Me

Executive Assistant

At Western Reserve Capital Management, LLC, a fee-only advisor firm in Hudson, OH, I serve as the Executive Assistant, providing exceptional support to our team of advisors and ensuring seamless 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 warm and welcoming experience, setting the tone for a positive and productive relationship. With over 15 years of experience in C-Suite focused administration and customer service, I bring a unique blend of expertise and passion to my role.

Expertise and Skills

My technical skills and attention to detail enable our advisors to focus on what matters most – helping our clients achieve their financial goals. My expertise includes:

• Scheduling and correspondence management
• Data management and organization
• Providing administrative support to our team of advisors

A Valued Team Member

I’m grateful to be part of such a dedicated team. 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.