Meredith joined the firm in 2004 and became a Partner in 2013. Shortly after joining the firm, she gravitated toward working directly with clients, building strong relationships with them and their families. She is passionate about combining professional expertise with a personal approach to help clients achieve success. As president of the firm, Meredith provides leadership to the team and oversees all firm operations ensuring that the firm continues to deliver exceptional service.

As an Advisor, she takes pride in building meaningful connections with clients and their families, gaining a deep understanding of their unique goals and aspirations. She then implements strategies to help turn those goals into reality.

Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

She lives in Marin County with her husband Alan and their twins Roxanne and Rex.