Megan joined the company in May 2011 and has taken over much of the administrative duties for Phil related to his association with his law firm, Kavesh, Minor & Otis, Inc. She currently handles a variety of tasks, including assistance with customer service and teleconference coordination.
Megan is originally from Maryland, where she grew up and graduated from the University of Maryland, College Park with her Bachelors Degree in Criminology and Criminal Justice. Megan moved out to California in December 2010 after she married her high school sweetheart. In her spare time, Megan enjoys going to the beach, playing with her dog, Diesel, and cheering on the Los Angeles Galaxy.
Direct Line: (424) 247-9337
The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.