Meredith Woodbridge is our paraplanner, assisting John with producing financial plans as well as maintaining and monitoring our investment process. She also oversees the new client onboarding process and general account maintenance.
Meredith has a background in public relations and marketing and has worked in both the corporate and nonprofit sectors. Her most recent role was communications coordinator for the Alzheimer’s Association Oklahoma Chapter.
Meredith has a bachelor’s degree in public relations from Oklahoma Christian University. She and her husband live in Edmond, OK with their two children and dog and are actively involved in their church.