Megan Clark

With over 15 years of customer service, management, mortgage and banking experience, Megan left the world of banking to support CSI. She specializes in helping individuals in the financial world with a focus on communication, trust, and personalized service. Her career has been built on strong customer support, improving processes, and using technology to make banking easier and more efficient. She is passionate about service and clear communication with clients and co-workers.

Megan assists our founder with a focus on customer service and office support.