OUR ASSOCIATES

MEGAN TREDWAY CARTER

LPL Registered Administrative Associate & Marketing Associate

Phone: (707) 262-1880
Fax: (707) 262-1883
E-mail: megancarter@jestrong.com

Megan Tredway CarterMegan Carter joined the Strong Financial Network Team in 2005, and is a LPL Registered Administrative Associate & Marketing Associate. She is responsible for coordinating and implementing educational campaigns, workshops, seminars and client events. She is also able to assist you with scheduling appointments, servicing client requests and answering any questions that you may have.

Megan is a Lake County native, attending local schools and graduating from Kelseyville High School prior to graduating with a Bachelor of Science Degree in Marketing from Sonoma State University. Her husband, Aaron, works in the education field and is the Principal at Lakeport Elementary School. Megan and Aaron are parents to two little girls; Bentley, who is in first grade, and Teagan, who is two years-old. In addition to spending time with her daughters and husband, Megan's other interests include: maintaining a competitive show herd of dairy goats and developing websites and publications in her spare time.

Education:

California State University, Sonoma

            B.S. – Business Administration & Marketing

  • California State Insurance License #0K38709
    Life, Accident & Health
  • Series 6 FINRA Registration through LPL Financial
  • Series 63 FINRA Registration through LPL Financial
  • California Notary Public
    Commission #2173827

Experience:

  • Affiliated with LPL Financial 2017
  • Affiliated with Investment Centers of America 2005
  • Executive Assistant, Lake County Chamber of Commerce
  • Administrative Assistant, California Tribal TANF Partnership

Activities:

  • Lake County Chamber of Commerce
  • American Dairy Goat Association
  • Website/Graphic Design

MARILEE MANSON

Client Services Associate

Phone: (707) 262-1880
Fax: (707) 262-1883
E-mail: marileemanson@jestrong.com

Megan Tredway CarterMarilee is originally from Sonoma County, but has enjoyed living in Kelseyville for the past 14 years where she has been raising her two daughters, Bailey and Paige. Her husband, Bryon, and her have a combined family with 5 (mostly) grown children that keep them very busy. Their youngest daughter, Paige, is a Senior at Kelseyville High School and is very involved with FFA and sports and Bailey is enjoying her college studies while also participating with the rodeo team at Feather River College.  Their three oldest kids are making their way in the world with jobs, travel and school. Marilee's husband works for PepsiCo as the Small Format Sales Manager and commutes to Ukiah. In their downtime, they enjoy traveling, attending as many SF Giants games as possible, and spending time with their kids, of course. Marilee looks forward to starting her career in the securities industries as a member of the Strong Financial Network team.  

Education:

California State University, Maritime Academy

            B.S. – Business Administration

  • California Notary Public
    Commission #2178614

Experience:

  • Assistant, Holdenried Harvesting

  • Associate, Kathy Fowler Auto Center

  • Adoption Coordinator, County of Lake

  • Owner, Country Kids Daycare


MICHELE CARSON

Client Services Associate

Phone: (707) 262-1880
Fax: (707) 262-1883
E-mail: michelecarson@jestrong.com

Megan Tredway CarterMichele joined the Strong Financial Network team in August of 2017. As Client Sevices Associate, Michele is one of your first points of contact when you call or visit the office and is responsible for the day-to-day processing of orders while ensuring accuracy and confidentially in all daily functions.  Soon she will begin studying for her securities registrations.
     Michele is originally from Southern California. She spent the majority of her life in Nashville where she managed trade shows and events for Ingram Book Company, the world's leading distributor of books. Most recently she lived in Mountain View where she managed the Stanford University Bookstore for 12+ years.  Her former careers in bookselling and event planning instilled in her a passion for people and exceeding expectations. She enjoys time with family and friends…especially at her parents’ lake house in Lower Lake.

 

Education:

Middle Tennessee State University

            B.B.A. – Business Administration

Experience:

  • Stanford University Bookstore

  • Ingram Book Company