Meagan is a partner in the firm and leads the firm’s financial planning and tax service teams while actively advising and serving families on their comprehensive financial goals. Meagan’s work encompasses strategic financial planning, tax planning and preparation, and integrated guidance that helps families navigate complex financial decisions with confidence and clarity.

Prior to joining Heritage Wealth Advisors, Meagan spent more than seven years at PricewaterhouseCoopers as an Assurance Senior Manager in the industrial products market, including two years in Budapest, Hungary, where she refined her analytical and client-focused financial expertise.

Meagan earned her B.S. in Business Administration from Miami University with a concentration in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Public Accountant (CPA).

Meagan is a part of Leadership Pittsburgh’s Leadership Development Initiative cohort and a member of UPMC Children’s Hospital Foundation Children’s Trust, the Financial Planning Association, and on the HEARTH board of directors. 

She and her husband, Brian live in Pittsburgh with their two sons.