My work at MEIRA...

In my role at Meira, I have had the privilege of discovering opportunities through unexpected connections, underscoring the smallness of our world. My path to Meira began with a story from my brother, who had the pleasure of caddying for Linda and Norm during their Scotland vacation. Intrigued by Linda's contagious passion for women in finance, I heeded my brother's advice and sought a meeting with her. The rest, as they say, is history.

I joined Meira following the completion of my Master of Science in Finance at Florida International University. I am honored to be part of a team that transforms our clients' financial aspirations into reality. My role provides the perfect blend of client interaction and the application of my analytical mindset, making it a dream position for me.

...and beyond.

My professional journey began with a golf scholarship that propelled me from my roots in Scotland to pursue an undergraduate degree in Oklahoma. Fueled by a passion for investments, I founded a student-led investment group at the University, ultimately evolving into a competitive force in portfolio optimization tournaments nationwide and actively managing a portion of the University’s Endowment Fund. Currently, I serve as an advisory panel member for the organization.

In my personal time, I cherish moments spent traveling, quality time with family, indulging in reading, and engaging in friendly sports competitions (limited to those in which I excel!). My commitment extends to volunteering with organizations dedicated to homelessness and ocean cleanup.

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Insights
Clint McCalla, CFP®
Senior Client Advisor
January 16, 2024
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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.
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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®
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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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