Meghan is responsible for our client engagement, marketing, event planning and firm efficiency. She has a diverse financial services background spanning 20 years. Most recently, Meghan was AVP of Marketing for Saybrus Partners, responsible for all marketing functions including print materials, web/social media, corporate communications and client-facing collateral. Saybrus is a national financial services distribution company headquartered in Hartford, that partners with large firms such as Edward Jones, Wells Fargo and UBS.
Prior to Saybrus, she spent six years in Austin, TX as the Director of Marketing for NFP Advisory Services, now Kestra Financial. She has also held marketing, retirement and financial planning roles with Ayco, a Goldman Sachs firm in Albany, NY. Meghan has a degree in Marketing from Siena College.
She resides in Burlington, CT with her husband Greg, their three young children Kellen, Liam and Finley, and two rescue dogs. Meghan is an active member of the community, serving as President of the elementary school PTA and coaching youth soccer. In her free time, she enjoys spending time at Winding Trails, youth sports, gardening, reading and outdoor activities with her family.