Designations and Licenses

Meredith is a CERTIFIED FINANCIAL PLANNER^TM Professional.

Experience and Education

Meredith provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With nearly two decades in the financial planning and investment management industry, her experience includes retirement planning, employee benefits, estate planning, tax planning and cash flow management.

Prior to joining Mariner, Meredith was a principal of Patriot Wealth Management, Inc. and before that, she was assistant vice president at Kanaly Trust Company.

Meredith has a bachelor’s degree in personal financial planning from Texas Tech University. She is a member of the Financial Planning Association (FPA).

Personal Interests

Meredith loves to scuba dive and explore areas of our country and the world. Her family’s current adventures include attempting to see at least one U.S. National Park each year to see what this beautiful country offers. She is a big fan of the Houston Astros and baseball in general and is also a volunteer for the Girl Scouts. Meredith is also a member of the Texas Tech Alumni Association and a trained lector and eucharistic minister at St. Michael Catholic Church in Houston.