After years as a financial advisor on Long Island, New York and pension consultant in Glastonbury, Connecticut, Meredith returns to the financial planning industry after taking time to raise her children. Meredith holds a Bachelor of Science in Business Economics from the State University of New York, College at Oneonta and holds certificates in Sustainable Nutrition and Community Herbalism. She rounds out our administrative team. She enjoys working with clients and helping with the financial planning and marketing aspects of our practice. During tax season, Meredith enjoys volunteering for the Vita Program through the United Way which supports free tax preparation service for the underserved. When not at the office, Meredith enjoys gardening, cooking and spending time with her family.