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Megan Gregory

Megan Gregory

Administrative Assistant

866-246-8709 ext. 1004

858-203-1143

megan@wealthgurus.com

Megan Gregory is employed with the LPL Financial back office in their Administrative Solutions Department supporting multiple advisor practices. In that capacity, she supports Gary Glockzinas as an Administrative Assistant, bringing over three years of administrative experience in the financial services industry, including two years with LPL Financial. Megan supports the practice with a strong focus on organization, client service, and operational efficiency. Her attention to detail and commitment to accuracy help ensure that every client interaction is handled with care and professionalism.

Megan plays a key role in managing scheduling, documentation, and account workflows, keeping the office running seamlessly so clients receive timely, dependable support. She is known for her proactive approach, warm communication style, and dedication to creating a smooth experience for every client who connects with the practice.

Outside the office, Megan enjoys spending time with her son, off-roading, and embracing her love for horses and rodeo. Her grounded, hardworking nature carries through both her personal life and her work, making her a valued part of the team and a trusted resource for clients.