Broker Check

David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049

Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515

 
Megan Lyons

Megan Lyons

Client Service Associate

As Client Service Associate, my responsibilities include various aspects of the client relationship. I support the Financial Advisors with client meeting scheduling, new business processing, client record updates, office administration and overall assistance with communications with clients. I am committed to delivering excellent service to our clients.

I am new to the team as of January 2021 and am excited to learn more about the Financial Services Industry.  In addition to my role as Client Service Associate, I will be focusing on implementation and improvement of technology and business processes for Artisan Square Financial Group.  I previously spent the last 7 years at GE Aviation in Supply Chain and am delighted to be a part of the team.

I currently have my SIE registration and am working on my Series 7 licensing.  I live in East Walnut Hills with my husband Kemp and son, Magnus.  When not working you will find me reading, exercising, or starting a new house project.