I'm Meghan! I'm a mom, wife, friend, a CFP® (Certified Financial Planner) and Investment Property Advisor.

I help families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies. 


This is me + my family  ♥ 

My husband Greg, our beautiful kiddos: Wesley, Josephine + Madelyn and Me with #4, Emmett - who arrived in September 2018

Time for a new family photo!!

I might not have the interior design skills of Joanna Gains, but I have a family budget binder that is pinterest worthy + a head full of useful finance tips & tricks. For over a decade I have been working in the finance and investment industry helping people save for their big dreams (retirement, sending their kids to college, going on a beach vacation, etc). 

our first rental property renovation

This is a picture of an income property my husband and I bought as a 'Fixer Upper' (...are you noticing a trend here...). Going from renovation project, to landlord, to bookkeeper, to handyman has been an interesting experience.

I work with real estate investors, just like you, to make their rental properties profitable and position their investments for maximum wealth building. If tax season is like an overwhelming groundhog day where you promise yourself this year I'm going to keep on top of all this or you need to work with an advisor who better understands your needs [PS I would love to work with you].


3 Random things about me:

  1. HUGE Disney fan

  2. I've lived in Scotland and Australia

  3. I Sauna every Sunday


how to connect with me:



Other places (interviews + quotes) you can find me