Meredith joined the Crux Wealth Advisors team at our Cobleskill, NY branch in 2022 as a Senior Financial Advisor. In her role, she regularly meets with clients and prospective clients to guide them through the financial planning process. She approaches each client interaction with intention and prides herself on being an excellent listener and problem solver. Meredith's clients have shared their appreciation for the time and attention she gives each of them personally, leaving them confident that she has their best interests at heart.

Her primary goal is to discover her client's values and help them align their financial futures based on their value system. Meredith provides the necessary guidance, advice, and ongoing support to help clients reach their goals. She believes it's also essential to understand how the economy, investments, and the market will affect a client's decision-making process.

Meredith became interested in finance when she purchased her first stock at 12 years old, with the help of her investment-savvy mother. That same day she told her mother that she wanted to be a Stockbroker and make clients happy. Meredith continues to approach investing with the same enthusiasm she had as a young girl and is even more inspired to know how she can directly impact each client's life.

Before joining our team, Meredith gained extensive knowledge and experience during her 29 years in financial services. She spent 16 years with Ameriprise Financial, where she held the positions of Financial Advisor, Registered Principal, and Regional Risk Manager. As of 2022, she was pursuing her Bachelor of Science degree in Accountancy and her CERTIFIED FINANCIAL PLANNER™ certification through The American College of Financial Services.