Get to Know Meghan
If Meghan could try another profession, she would want to be an FBI agent because she has a hidden talent for investigating.
Meghan’s favorite place in the world is Hawaii. She has visited the island of Oahu a couple times and would love to visit each Hawaiian island.
Meghan’s person motto is: “Do something today that your future self will thank you for.”
BIO
Since joining the HeimLantz team, Meghan has worked diligently, proving herself to be a loyal and consistent professional. In serving clients, she seeks to put herself in their positions in order to determine how best to help them. She is inspired in her daily work by the fact that she gets to help others live in financial peace.
Meghan established her professional career with HeimLantz in 2008, joining the firm as the Director of First Impressions. She served in this role for seven years before switching from the firm’s CPA side to join the Wealth Management team as an assistant. As a Wealth Management Assistant, Meghan helps the advisors with any needs they may have and provides support to wealth management clients. Her responsibilities include generating paperwork for new financial accounts, processing transactions and deposits for clients, and providing account maintenance.
A resident of Ellicott City, Maryland, Meghan likes the area for its history and its location—it is central to beaches, mountains, and farmland. Meghan and her husband, Mike, have a daughter named Adeline and a cat named Blade. In her free time, Meghan enjoys decorating, reading, organizing, and being a mom.
Education
University of Maryland, University College
- Bachelor of Science in Business Administration
Anne Arundel Community College
- Associates Degree