What you should know about me:
I’ve been in the business for over 5 years and have helped business owners better understand their financials to grow their profits.
My philosophy is simple – I will treat you like family, which means I will talk to you as if you’re my sister, brother, aunt or uncle. What does that mean for you? I will give you honest feedback when you need it most and be your biggest cheerleader.
My goal is to simplify your business financials so you understand where your profits are going each month.
It’s a family affair. I work alongside my Dad in our family’s tax, accounting, and financial plan firm who has been in business for over 30 years.
CERTIFIED FINANCIAL PLANNER™ + ACCOUNTANT
Meredith started her finance career in 2013 when she worked for a small financial planning firm outside of St. Louis, MO. After discovering a love of numbers, Meredith packed her boxes (along with her husband and two dogs) to move back to her hometown in Southeast Missouri. Her goal was to train with her dad in his established tax, accounting, and financial planning firm. In 2018, Meredith earned the CERTIFIED FINANCIAL PLANNER™ designation and is currently working towards the Certified Public Accountant certification.
Meredith has been working with small business owners since 2014. She treats financials as a big puzzle and loves solving common questions and issues that arise for business owners. She has added helping creative online business owners to her list of expertise after having her own online business for over 10 years, she has seen the need for clear answers from someone who has the education and experience in the accounting industry.
Meredith earned her Bachelor of Science degree in Marketing and her Master of Business Administration degree from Missouri State University. Meredith currently resides in her small hometown with her husband, Justin, and their son, Denton. Together they have three rescue pups - Maggie, Tiny and Bud!