Meredith Woodbridge is a CFP® professional 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.
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 are actively involved in their church.