Boulay recently hired Meghan Hannon as the new Senior Retirement Plan Manager. She joins the Boulay Financial Advisors, LLC team and brings with her more than 13 years of experience in retirement plan services and consulting.
Meghan advises corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. She also provides fiduciary training and ongoing consulting, investment due diligence and selection, and employee education for corporate clients.
Meghan holds a Bachelor of Science from the University of Wisconsin – Madison, and she is Series 7 and 63 and Insurance licensed.
In her free time, Meghan enjoys outdoor activities, traveling, cooking, reading, relaxing at the cabin, and spending time with her husband and two children.
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431* 1-800-765-5201. Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.