Back to All People

Client Advisory

Biography

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.

Education

  • Bachelor's degree in Finance and minor in Economics, Colorado Mesa University

Highlights

  • Has completed over 30 credit hours in Accounting
  • Certified Public Accountant (CPA) candidate

Connect with Meghan

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.