Megan Riccio

Our office manager, Megan Riccio, earned her bachelor’s degree in business administration and brings a unique blend of expertise in bookkeeping, human resources, and office management to Elevate Wealth Planning. Meg understands the requirements to run a successful business operation born of her 30 years of broad experience in operations and client-facing positions. Meg has worked with Elevate Wealth Planning part time since 2018 and has recently joined the team full time.

Meg has enjoyed living in Hunterdon County for 30 years and spends free time visiting with family and friends and pursuing various interests.