Meg brings more than a decade of specialized expertise serving high-net-worth families and individuals to her role as an advisor on the Compardo Team. “I really appreciate the distinctive backgrounds and perspective of the members of our team,” she said. “The multidisciplinary approach we utilize allows us to provide truly comprehensive planning services to our clients.”
Prior to joining Moneta Group, Meg worked for more than six years at Commerce Trust Company. In this position, she worked with financially complex families and individuals providing tax-planning and trust services, as well as assisting them with their philanthropic and planned-giving strategies.
She began her career in the tax division of the national accounting firm RSM. She subsequently transferred from the firm’s Chicago office to St. Louis, continuing to work primarily with corporate clients and high-net-worth individuals.
Meg holds a Master of Accounting degree from St. Louis University and a Bachelor of Science degree in accountancy from University of Notre Dame. She is a member of both the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. A resident of Clayton, Meg often volunteers at St. Agnes Home in her spare time. She also enjoys traveling, going to the theater and attending concerts.