Meghan Tait - Financial Coach

Meghan Tait CFP®

Associate Wealth Coach

The team atmosphere and opportunity for personal and professional growth is what drew Meghan to Financial Coach and now, over three years later, Meghan has obtained her CERTIFIED FINANCIAL PLANNER™ certification and serves as an Associate Wealth Advisor where her duties revolve around the client experience. As a CFP® Practitioner Meghan is required to ensure that client interests are put first and that their needs are heard and addressed. “The client/advisor dynamic is very unique and making sure that our clients feel comfortable and confident in their decision to hire us is our number one goal.”

A graduate of Washington College and a four year letter winner for the Shorewomen Basketball team, Meghan understands that effort, focus, and teamwork lead to optimal results. As her role expands with Financial Coach, Meghan is leveraging her industry experience, as well as the knowledge of her teammates, to deliver real and tangible outcomes for clients.

Earning and keeping our client's trust is paramount in this business. Their trust -- we don't take it lightly or for granted. The relationships we have with our clients are professional but also very personal. They share their lives with us, and we share ours with them and that type of dynamic causes the relationships to grow and evolve. Being able to share in what's going on in their lives is unquantifiable.

Owen F. Mulhern, IV CFP®
Michael Traynor CFA®, MBA
Jeff Mastronardo CFP®, CHFC®
Meghan Tait CFP®
Olivia Mastronardo
Becky Mulhern RP®
Carmen Mulhern