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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