Meredith joined Sage Path Financial Advisors in 2024 to provide client service and operational support. She brings over six years of financial experience in banking and wealth management and is passionate about delivering an excellent client experience.
In her free time, Meredith enjoys going to the beach or spending quality time with her husband, four children, and three cats.
Meredith is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses.