At MDRN Capital, Meaghan oversees client coordination and communication, serving as the primary point of contact throughout the tax and estate planning process. She guides clients through document submissions, engagement letters, intake forms, and scheduling with third-party partners. Her role focuses on delivering clear and timely updates, maintaining MDRN Capital’s brand voice, and ensuring an exceptional client experience. Meaghan also manages ongoing follow-ups with clients, advisors, and external professionals to support the efficient and accurate completion of all deliverables.
Outside of work, Meaghan is kept on her toes by her puppy, who loves walks and games of fetch. In her free time, you’ll often find her binge-watching TV shows, baking something sweet, or indulging in a bit of shopping.