One of Atlanta’s Up and Comers and among the city’s Top 40 Under 40 according to the Atlanta Business Chronicle, Meredith coordinates the financial affairs for a select group of families and family-owned businesses in the Greater Atlanta area. Specializing in extensive planning, a process that coordinates estate planning, business succession planning, asset management and risk management. Meredith has made a positive, long-term difference for hundreds of clients since 1999.
Meredith shares her expertise as the founder and host of Family Business Radio. At 1 p.m. Eastern each Thursday, she interviews owners, key executives and advisors of closely-held, family-owned businesses to inform and support this vital segment of the U.S. economy.
Meredith also is a motivational and educational speaker. Drawing from her personal story of surviving stage four brain cancer, which was discovered just five weeks after she gave birth to her only child, Meredith speaks frequently to industry and community service organizations on the importance of life, disability and long-term care insurance planning.
Meredith earned a bachelor’s of Industrial Engineering from Georgia Tech, after attending Rice University in Houston. Upon graduating from Georgia Tech in 1998, Meredith entered the financial services industry. Active in the community, she is a Leadership North Fulton alumnae, Class of 2005. Through her work with Junior Achievement, she has taught 12th graders personal finance. She serves on the Board of Directors for Kate’s Club, a non-profit organization empowering children and teens after the loss of a parent or sibling. Her sponsorship helped Kate’s Club receive a $25,000 grant from the New York Life Foundation, one of the Foundation’s largest grants in 2011.
As a lifelong resident of Georgia, Meredith’s roots are in Atlanta, and she currently resides in Roswell with her son, Erik. For fun, Meredith is an avid triathlete, participating in numerous races around the Southeast. The exercise offsets her love of tracking down good “farm-to-table” food in restaurants around Atlanta.