My work at Meira...


I work closely with the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth planning expertise. I love to learn, and feel I am a perpetual student and want to share my knowledge while helping people. I am a strategic thinker and enjoy doing research. I enjoy developing long-lasting relationships with my clients and helping them live their life fully.


… and beyond.


My education has been a priority, achieving my Masters in Management Practice from Colorado State University, plus a Master’s of Science in Zoology. I am a career changer. For several years, I worked in genetics labs doing research from Tuberculosis drug development to the genetics of the malting process. I also ran a small dog training business before deciding to go back to school to obtain more business and financial planning knowledge. I have been working in the financial planning industry since 2013.


Volunteering and giving back to the community have been important to me. I am a board member of the Financial Planning Association of Miami Dade. I am currently the Chair of Nexgen & FIU Student Chapter Liaison. I enjoy giving back to the profession and helping others on their path to becoming a CFP®. This year, I have volunteered with Miami Catalyst and prepared tax returns for people in need. I have a retired, energetic Australian Shepherd that has competed in AKC obedience dog shows. I enjoy traveling, dancing, paddle boarding, Pilates, and scuba diving during my time out of the office.


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Insights
Clint McCalla, CFP®
Senior Client Advisor
January 16, 2024
Important Tax Updates for 2024
As tax season gets underway, please take a moment to review the included tax resource from the MEIRA Wealth team which reflects important updates for the 2024 tax year.
Rubina Hossain, CFP®
Client Advisor
March 4, 2024
My Work with the CFP Board
Did I ever imagine that I would willingly undertake the CFP® exam three times a year for the next five years? Suprisingly, it happened...
Linda Lubitz Boone, CFP®
President
October 18, 2023
Do You Know Someone Who is Living With Dementia?
Do you know someone who is living with Dementia? Or, do you think one day you may be a caregiver for someone who has Dementia—perhaps a parent, sibling or close friend? Or, do you believe your children may need to be a caregiver for you one day? We've created our Dementia and Caregiver Educational Series to help provide you with tools you'll need to face these challenges.
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Reimagining life's defining financial moments.  Together.®

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