Megan Villasana serves as the Executive Assistant and Office Manager at IronOak Wealth, where she ensures that every client experience reflects the firm’s standard of precision, care, and responsiveness. She plays an integral role in supporting the advisory team, coordinating client communications, and maintaining the operational flow that allows advisors to focus fully on strategy and service.
With a strong background in client relations and operational management, Megan brings a detail-oriented approach to every interaction. Her ability to anticipate needs, organize complex processes, and communicate with clarity makes her an essential connection point between clients and their advisory team.
Megan’s professionalism and warmth make her a trusted resource for both clients and colleagues. She ensures that each interaction with IronOak Wealth — whether in person or online — feels seamless and personal.
A resident of Liberty Hill, Texas, Megan enjoys fitness, hosting gatherings with friends, and spending time with her husband and their dogs, Layla and Hondo.
Core Areas of Focus
- Client service coordination and account administration
- Scheduling, workflow management, and advisor support
- Onboarding and document preparation for new relationships
- Office operations and technology integration
- Client event and meeting coordination
