Meghan brings over a decade of experience in wealth management and tax planning to her role as Senior Wealth Advisor at Krilogy. It is her goal to simplify her clients’ lives by being the first point of contact for all their financial matters, working closely with their other professionals, including CPAs and estate planning attorneys, to streamline the planning process.
Leveraging her multidisciplinary background, Meg takes a holistic approach to planning which enables her to understand her clients on a much deeper level and paint their full financial picture. This allows her to make thoughtful and proactive decisions that are fully customized to address each client’s unique needs, both now and in the future. Forging relationships with her clients and empowering them to achieve their financial goals are what Meg finds most rewarding about her work.
Meg holds designations as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). She earned her undergraduate degree in Accountancy from the University of Notre Dame and Master’s degree in Accounting from St. Louis University. Meg began her career in public accounting, focusing on high-net-worth tax planning. Prior to joining Krilogy, she spent over three years at Moneta Group.
In her spare time, Meg enjoys spending time with family and friends, going to the theater and concerts, and cheering on the Irish in the fall.