Designations and Licenses

Meghan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Meghan works with clients to develop personalized wealth management solutions to help them achieve their short-term and long-term goals. Prior to joining Mariner, she was a trust administrator and wealth management advisor specialist for Fifth Third Private Bank, where she spent time reviewing complex client trusts and running relationships on a large wealth team.

Meghan has a bachelor’s degree in economics from the University of Kentucky.

Personal Interests

Away from the office, Meghan enjoys hiking with her dog, kayaking, exercising, traveling with her spouse, reading, gardening and cooking. She serves as a board member of the Freestore Foodbank, one of Ohio’s largest food banks with a mission and vision to improve lives to eliminating hunger in the 20 counties it serves in Ohio, Kentucky and Indiana. She previously served as a member of the finance and investment committees for Keep Cincinnati Beautiful, which helps the city through its Great American Cleanup, environmental services, greenspace, arts, and education programs.