Before joining IHT, Meghan started her finance career in International sales with William Blair & Co. in 1996. Working with several International offices and clients, she honed her craft in client relationships, planning firm-wide conferences, executing trades and overseeing trade reporting. She moved into the Private Investment department in 2000 as an administrative assistant to 3 top advisors.
In 2003, Meghan married and moved to Batavia, IL to raise her two children with her husband Mike.
Feeling the need to get back into the workplace, Meghan joined a small local firm before being welcomed to IHT in 2016. Meghan is our Operations liaison responsible for overseeing Advisors and Administrative staff to assure their ongoing success. She is our resident problem-solver while training new hires, providing marketing initiatives while seamlessly creating the family atmosphere IHT prides itself on.
Now one of the Top 50 Fastest Growing Financial Advisor Firms in the United States!
*According to SmartAsset 08/22