Meredith serves as Executive Assistant to Michael Dooher, CFP. Meredith spent the majority of her career in various self-employment positions; the last of which was as a partner in a Bay Area urban winery. With a background in accounting, some education in finance, and an enjoyment of client relations, she began working with Michael in 2019. Meredith loves finances, financial services, and learning about the industry. She moved her home office to Coeur d’Alene Idaho to be close to her grandkids and to enjoy the outdoor activities that she loves. When she’s not working, you can find her and her husband hiking, bicycling, snow shoeing, or enjoying one of the many nearby lakes.
*Meredith Coghlan provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Stonebridge Financial Group is not owned or operated by Equitable Advisors or Equitable Network.