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Meghan Smith

Principal
Meghan is a Principal in the Denver and Louisville, Colorado offices. She works in tax preparation and assists with the operations of the financial planning team. Her responsibilities include managing communications between the firm’s high-net-worth clients and the Colorado offices as well as performing analyst duties, along with trading management.

Prior to joining Cerity Partners, Meghan performed a similar role for Karsten Advisors. She began her professional career at the offices of Brett Smith in client relations. As the practice grew and evolved, her professional experience and responsibilities grew as well. Known for her personable nature and passion for client care, she transitioned into the role of Managing Director. Meghan joined Karsten Advisors when the firm acquired Brett Smith CPA.

Meghan earned her Bachelor’s degree in Finance and a minor in Economics from Colorado Mesa University. She has also completed over 30 credit hours in Accounting and is a Certified Public Accountant (CPA) candidate.

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Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Chicago

65 East Wacker Place
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

(310) 456-6343

New York

335 Madison Avenue
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol Street
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

Chicago

227 West Monroe Street
Chicago, IL 60606

Chicago

65 East Wacker Place
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

New York

335 Madison Avenue
New York, NY 10017

Orange County

3200 Bristol Street
Costa Mesa, CA 92626