Meghan manages the firm’s finances and data strategy while leading key initiatives and firm-wide projects.
She has been with Winch Financial for 20 years and brings clarity and organization to complex challenges. She drives process improvements and collaborates across the company to help the team operate effectively. Meghan is passionate about building systems that allow advisors and staff to focus on delivering thoughtful, personalized guidance to clients.
Outside the office, Meghan enjoys time with her husband, Sam, and their family at home. She also likes learning new life skills, taking on hands-on projects, and trying new foods and recipes.