Meet Meagan

A proud Alaska native, Meagan has made Northern California her home, where she works remotely as part of the TPO Financial Team. With over five years of customer service experience, she joined the firm in 2023 and plays a key role in both client service and new account setup.

Meagan holds an Associate’s Degree in Hospitality and brings her strong background in customer care to every interaction. She is passionate about creating positive client experiences and enjoys connecting with clients. Meagan currently holds her Life & Health Insurance licenses and is excited to further her knowledge in the financial services industry.

Outside of work, Meagan embraces adventure and cherishes time with loved ones—whether she’s outdoors with her husband and two dogs, skiing, traveling on road trips, or gathering with friends and family.