Director of Wealth Management
Meghan serves as the Director of Wealth Management and provides financial planning and investment analysis, research, and support to clients. She has found a passion helping clients reach their goals leading up to and during retirement. Meghan is eager to serve our clients and looks forward to working with you!
Meghan holds the coveted CERTIFIED FINANCIAL PLANNER™ professional designation and is an active member of the Financial Planning Association. She continues her professional development by attending continued education classes to remain current with her designation.
Meghan is a graduate of Virginia Tech with a BS in Finance and Marketing Management. She currently resides in DC in the U Street neighborhood enjoying everything the city has to offer. She is a big fan of the Washington Capitals and enjoys spending time with her family, who live close by in Northern Virginia.