Meagan is the Director of Client Services and a Senior Wealth Advisor at Heritage Wealth Advisors. As Director of Client Services, she manages the internal operations of the Firm’s Client Service Team, which consists of numerous wealth advisors and planning associates. She works closely with each team member to refine and develop their skill sets. Her mission is to ensure that the Heritage team provides all of their clients with the highest quality service.

In her role as a Senior Wealth Advisor, Meagan serves existing and new clientele in the areas of tax planning and preparation, financial planning, and estate planning. Because of her excellent communication skills, Meagan is able to clearly explain complex financial concepts in a way that is easy to understand. In her career, she values being someone who clients can trust and understands the importance of building lasting relationships.

Prior to joining Heritage Wealth Advisors, Meagan spent more than seven years at PwC (Pricewaterhouse Coopers), as an Assurance Senior Manager in the industrial products market. While employed at PwC, Meagan lived abroad in Budapest, Hungary for two years. Managing a culturally diverse team of professionals across Europe, Meagan served clients in the media entertainment, beverage, and industrial product markets.

Meagan earned her Bachelor of Science degree in Business Administration, with a concentration in Accounting, from Miami University in Oxford, Ohio. She is a Certified Public Accountant (CPA) and is nearing the completion of her Certified Financial Planner (CFP®) designation.

She and her husband, Brian, reside in Pittsburgh with their son, Lincoln. Although Meagan works from Heritage’s Pittsburgh office, she enjoys serving all the Firm’s clients, including those in the Richmond area.