Professional Experience
Meredith has two decades of experience in the financial services industry. She began her career 20 years ago with Stifel Nicolaus. In 2007, she joined Berkley, Iselin & Lotz, where she spent 14 years supporting clients as part of Lifetime Trusted Advisors, an independent investment firm.
We were fortunate to welcome Meredith to our team in October 2021 as a Client Assistant. Shortly after joining, she earned her Series 65 license, formally transitioning into her current role as a Client Specialist. Meredith is passionate about creating a thoughtful, personalized service experience and takes pride in supporting clients throughout their private wealth management journey.
Education
Meredith earned her bachelor’s degree from the University of Wisconsin-Whitewater. She holds her FINRA Series 7, 63 and 65 licenses, allowing her to support clients across a range of investments and planning needs with professionalism and care. In September 2024, she successfully completed the Wealth Management Certified Professional® program through the American College of Financial Services. This designation signifies her continued advancement and professional growth within the wealth management industry.
Personal Information
Meredith was born and raised in Racine, Wisconsin. She has a passion for travel and her adventures have led her to many amazing places. She is always planning for the next new experience. She loves to be around her loved ones, cherishing time with family and friends.