Megan Culhane, FPQP®
Megan joined Crossbridge Financial Group in 2014 as a planning associate for John M. Adamczuk, MS, CFP®, AIF®. She is responsible for operational and service support for his clients, as well as assisting with the financial planning process. Megan takes pride in putting clients first; she is always willing to go above and beyond to meet their service needs.
Megan has over 20 years of financial industry experience, previously working at SEI Private Trust Co, Manning & Napier, and Morgan Stanley. While at those firms, she gained valuable securities industry knowledge. Megan holds FINRA Series 7 and 66 securities registrations, is certified as a Financial Paraplanner Qualified Professional (FPQP®), and also as a New York State Notary Public. She is a graduate of Monroe Community College with an AS in Liberal Arts.
Megan resides in Victor, New York, with her husband and three children. When she isn’t attending one of her children’s many sporting events, she enjoys spending time with family, running, and traveling.