Introducing Our New Operations Director, Megan Rackiewicz
We’re pleased to introduce Megan Rackiewicz as the newest member of our service team at LPWM Group and its affiliated offices. As our Operations Director, Megan brings over 10 years of experience in business development and client service. With her expertise and our family office approach, she will serve as a key liaison between investment management, tax professionals, and estate attorneys to ensure a seamless experience for our clients.
Megan will play a vital role in supporting our team and ensuring the highest level of service for our clients. Her focus on operational efficiency and client coordination will help strengthen the comprehensive wealth management experience we provide. We look forward to you getting to know her in the months ahead. As always, if you have any questions or need assistance, please don’t hesitate to reach out.
Our Best Always,
Bob
Robert O'Braitis
CEO
Chief Investment Strategist
