Megan Roder

Vice President, Client Administrative Manager

Megan started her career in wealth management in 2014, delivering customized service support to clients and a high level of internal services to the advisor team. She appreciates being part of a group that plays a key role in helping clients manage their investments to pursue their desired retirement lifestyle. 

Megan graduated from UW-Whitewater and currently resides in Colgate. In her free time, you can usually find Megan hiking local trails with her fiancé, Josh, and 2 dogs, Ruby and Hendrix. She is also an avid traveler, with a lifetime goal of visiting every one of our national parks.



Phone (414) 644-0062
Fax (414) 644-0069