Megan Kozak

Megan joined our team in 2025 and is focused on streamlining operational workflow and ensuring excellent client service. Her primary responsibilities include managing administrative workflow, ensuring efficient client onboarding, and coordinating internal and external communications. She leverages her proven ability to manage complex operations to help maintain precise scheduling and communication processes for both clients and advisors.

Prior to entering the financial services field, Megan developed a strong foundation in financial and project management during her six years in New York City’s film production industry. She specialized in payroll accounting and production management, gaining critical experience in managing intricate financial logistics and adhering to strict production deadlines. For the following five years, she further expanded her expertise by executing targeted marketing and public relations strategies in Honolulu, Hawaii at local firms.

A graduate of the University of Notre Dame with a Bachelor of Arts degree in Film, Television, and Theatre, and a minor in Journalism, Ethics, and Democracy, Megan’s background showcases her capacity for strategic project execution, creative problem-solving, and an unwavering commitment to precision.

Megan grew up in the Chicago area and is an avid cinema enthusiast, taking photos and videos whenever inspiration strikes. When she’s not at work, she enjoys being outdoors and spending time with her family and friends.