Meghan Stogbuchner began working as the wealth management assistant in 2014 after being promoted from her previous position as an administrative service coordinator, which she held since beginning with HeimLantz in 2008. Her current work includes, but is not limited to, generating paperwork, managing account transactions, creating procedures and processes for the team, relieving the advisors from administrative tasks, and working as an assistant to the financial advisory team. She enjoys serving those who are looking to create financial peace for themselves with assistance getting out of debt, building wealth for their retirement, making difficult financial decisions and creating a legacy for their family.
A graduate of the University of Maryland University College, Meghan worked hard during her studies, holding a full time job and remaining on the dean’s list throughout school. She maintains that same work ethic at HeimLantz where her professional demeanor and warm hospitality was instrumental in earning the firm a 78% rating on the National Promoter Score survey.
As someone who places a high value on her faith, Meghan serves her community by volunteering as a speaker and photographer for the Pregnancy Clinic while occasionally serving her local church as a project leader for their growth groups. When she isn’t busy volunteering, she enjoys the art of photography, reading, spending quality time with friends and family, and fitness and nutrition.