Meghan helps investors align their portfolios with their personal values, ensuring their money supports the principles they live by every day. She specializes in advanced tax planning for business owners and international clients with complex financial needs, integrating sophisticated tax strategies into comprehensive financial planning. Through her partnership with Mindful Tax, Meghan provides clients with a coordinated approach to investment management and proactive tax planning, helping them make informed decisions that build long-term wealth while minimizing tax liability. Hercollaborative, values-based approach gives clients confidence that every aspect of their financial plan is working together toward their goals.

Meghan started her career as a financial counselor for the US military, working for 13 years in Europe and Asia. After COVID, she returned to the US and has been a senior partner for both a financial planning firm and tax planning firm since. Her education includes a Bachelor of Science inAccounting from Franklin University and Masters of Science in Family Financial Planning from University of Nebraska-Lincoln.

Meghan is a passionate and active volunteer for theFinancial Advocacy Movement, a registered 501(c)3 charity. Her work within the organization has led to the development and implementation of their financial wellness program, the core component of their educational mission. When she is not volunteering for FAM, Meghan can be found advocating for the LGBTQIA2+community.

Not everyone has the inclination or time to spend planningtheir finances and life goals. My passion is to not only assist with this, butto also help clients see that the currency they are really after is not justdollars and cents, but time and opportunity.

I know that every family is unique in their dynamic andneeds, which is why I believe financial plans should be customized to eachfamily’s circumstances, no matter the sexual orientation of its members, ornumber of relationships involved.

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