Meredith provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With nearly two decades in the financial planning and investment management industry, her experience includes retirement planning, employee benefits, estate planning, tax planning and cash flow management. Prior to joining Mariner Wealth Advisors, Meredith was a principal of Patriot Wealth Management, Inc. and before that, she was assistant vice president at Kanaly Trust Company. Meredith has a bachelor’s degree in personal financial planning from Texas Tech University. She is a member of the Financial Planning Association (FPA).