Meg was an outsider to the wealth management industry over a decade ago, but quickly rose through the ranks and became a partner at her prior firm after just 6 years. Even though her roles started off as largely behind-the-scenes, she developed a love (some would say obsession) for personal finance and earned her Certified Financial Planner certificate in 2016. Meg is someone who loves to dig ten layers deep and think ten steps ahead. While the technical aspects of financial planning can be rewarding on their own, helping people get from point A to point B as safely and efficiently as possible is where she derives a lot of joy. Ultimately, Meg sees her craft as a tool for social good. Whe