Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.