Megan Culhane, FPQP®
Client Service Associate to John Adamczuk, MS, CFP®, AIF® and Peter Adamczuk CFP®, CPA | Rochester Location
Professional
Megan joined Crossbridge Financial Group in 2014. As a planning associate for John Adamczuk and Peter Adamczuk she is responsible for operational and service support for their 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 is a New York State Notary Public. She is a graduate of Monroe Community College with an A.S. in Liberal Arts.
Personal
Megan resides in Victor, New York with her husband and three children. Her kids keep her busy but when she has spare time, she enjoys traveling, and staying active.
Financial Planning Associate
mculhane@crossbridgefinancial.com