MEGAN GETZ

Megan joined the Gute Financial Services team in June of 2020, taking on the role of Client Services Associate. Her passion for finance and helping people began during her college education when she began working part time at a credit union. In her 5 years there, she climbed the ladder to a lending specialist and taught herself how to understand credit reports and underwrite loans so that she could help coach individuals on how to repair and build their credit all while setting company high goals. She decided in 2020 she wanted to take on a new venture, and that is how we came to have Megan on our team.

Since transitioning to Gute Financial Services, Megan has learned invaluable new skills. She brings these skills to the forefront with every conversation she has, while ensuring every client is given the time, warmth, and attentiveness they deserve. As the first point of contact, Megan ensures we are providing personalized service while meeting clients’ needs well beyond investment advice. Her responsibilities include client communications, operational projects around the office, marketing, and building and maintaining client relationships. In October of 2023 Megan obtained her series 7 license and in January of 2024, her series 66.

Outside of the office, you can find Megan in the gym, churning delicious small batch home-made ice creams or endlessly trying to tire out her 3 dogs.