06/29/2026
This month’s Employee Spotlight is on Megan, a Senior Finance Manager. Megan joined Apercen in December 2023, and she says it’s hard to believe that 2.5 years have already flown by. She has truly enjoyed her experience and is grateful for the opportunities, relationships, and professional growth she has found along the way.
With a background as a Corporate Controller for a local high-net-worth investment management firm that also provided family office services, Megan was drawn to Apercen by the opportunity to further immerse herself in the family office space and expand her experience working directly with clients. Megan was especially drawn to Apercen’s collaborative culture and the chance to work alongside a talented and diverse team dedicated to exceptional client service. The role offered a unique chance to build and improve processes, partner closely with clients on complex financial matters, and make a meaningful impact beyond traditional accounting and finance responsibilities.
Megan is most proud of the relationships she has built with both clients and colleagues. Megan shared, “Over the past few years, I've had the opportunity to take on increasingly complex client responsibilities, improve processes, and help create stability and continuity for the families we serve, while also helping to build a collaborative, high-performing team. It's incredibly rewarding to look back and see how much I've learned and grown, while contributing to the success of our clients, my teammates, and the firm as a whole.”
Rex, a Controller shared “Megan always goes above and beyond for the client and her colleagues. She exemplifies what it means to be a tactical partner addressing client needs, while simultaneously building a team around her as a leader.”
A fun fact about Megan is that she has three kids, two dogs, and a husband who serves as a nonprofit CEO, so life outside of work is always busy, energetic, and centered around family, community, and service. Her family includes two soccer-loving boys and a college-bound teenage stepdaughter, which means their calendar is often packed with practices, tournaments, school events, and volunteer commitments. There is rarely a dull moment, and she wouldn’t have it any other way.
Outside of work, Megan enjoys spending time with her family, traveling, reading, and giving back to the community through her role as Treasurer of the Completely KIDS Guild. Much of her free time is spent cheering on her children at their various activities, especially soccer. With two soccer-obsessed boys in the house, it’s no surprise that the World Cup will be front and center this summer, and the family’s schedule (and television) will reflect it.
